Key Topics:

• The original Turtle experiment and lessons from Richard Dennis
• Why and how trend following focuses on small losses and large winners
• Volatility-based position sizing and risk management discipline - Diversification across equity markets, currencies, commodities, bonds, and individual stocks
• Current market dispersion and what it means for systematic strategies
• The psychological challenge of sticking with trend during whipsaws and drawdowns
• The growing role of ETFs in managed futures
• How advisors can size and integrate trend-following sleeves within broader allocations

Key Takeaways:

• Trend following is agnostic — it adapts rather than predicts.
• Diversification across a broad global universe improves opportunity and resilience.
• Proper allocation and manager selection matter more than short-term performance.
• No strategy is perfect — understanding drawdowns and behavioral discipline is critical.

Learn More:

• Jerry Parker & Chesapeake Capital: www.chesapeakecapital.com
• Dantes Outlook's RIA & OCIO Services: www.dantesoutlook.com
• Dantes Outlook Substack for ongoing research and portfolio insights: www.dantes.substack.com

Disclaimer: The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

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• Why 2025 delivered strong returns across most asset classes — except crypto
• Bitcoin and Ethereum’s negative YTD performance in context
• Key technical breakdowns in Bitcoin using weekly and monthly trend models
• The erosion of the “digital gold” narrative and rising equity correlations
• Why extreme fear isn’t enough to signal a bottom
• Macro regime insights: inflation vs. growth sensitivity in Bitcoin
• Gold’s resilience and role as a portfolio stabilizer
• How Dantes Outlook’s Bitcoin/Gold rotation strategy navigated the year

Research & Data Sources:

• Market and on-chain data from Glassnode
• Internal quantitative models from Dantes Outlook
• Academic research on asset behavior across macro regimes

Happy holidays from Dantes Outlook!

Visit us at www.dantesoutlook.com

Topics Covered:

• November performance recap for the Moderate Global Balanced Portfolio
• Active equity selection and regional tilts
• Fixed income positioning: intermediate-term U.S. Treasuries
• YTD performance vs. benchmark and risk-adjusted results
• Bitcoin–Gold Rotation strategy: why gold dominated signals this year
• How aggressive clients can use the rotation sleeve
• New absolute-return breakout strategy and its early outperformance
• How global diversification and trend-based discipline helped narrow tracking error
• Where to find the full allocation breakdown (Substack)

Key Highlights:

• Portfolio outperformed the global 60/40 benchmark by 30 bps in November
• Equity sleeve remains 63% of the portfolio, with strong regional contributions
• Fixed income tilts added to monthly returns
• Bitcoin–Gold model returned 41% YTD, with reduced crypto drawdowns
• Absolute-return strategy has outperformed the S&P 500 by ~8% since launch

Visit us at www.dantesoutlook.com

• The cyclicality of trend, value, momentum, and other styles
• Why Dantes Outlook blends trend, relative strength, and dispersion
• Managing risk during the crucial mid-30s to 40s accumulation years
• Sequence-of-returns risk and why it is the “silent killer” of retirement portfolios
• How rolling return analysis helps investors avoid misleading conclusions
• The case for global diversification beyond U.S.-centric portfolios
• Why non-U.S. equities may be entering a long-term leadership cycle
• Maintaining a risk mandate you can stick with across market regimes

Visit us at www.dantesoutlook.com

• Why major equity indices sit far above trend
• Understanding rotations and style cycles
• Lessons from past extremes (2021, dot-com bubble, 2008–2021 growth dominance)
• Why valuations matter for decade-long returns
• The risks behind overspending, AI optimism, and mega-sized corporate debt deals
• Insights from the Association for Corporate Growth conference in NYC
• Innovation vs. investor objectivity: avoiding hope-based investing
• How the Dantes Outlook's framework is adjusting factor exposure
• Why global value is gaining relative strength
• Why combining value + quality (“QARP”—Quality at a Reasonable Price) smooths returns
• Quality as a low-volatility style that resists market drawdowns
• Why shifting entirely to deep value today would be a mistake
• Creating a global blend across different economic cycles

• Markets move in cycles—don’t chase the latest swing.
• High valuations today imply lower long-term expected returns.
• A blended factor approach can avoid “value traps” and speculative bubbles.
• Quality + value helps build a durable core with opportunistic upside.
• Patience and discipline drive long-term returns—not market gamification.

• Long-term investors
• Advisors and CIOs refining factor exposures
• Listeners seeking plain-language explanations of market cycles
• Anyone rethinking portfolio positioning in a late-cycle environment

Visit us at www.dantesoutlook.com

In this episode:

• Why extreme bearish sentiment often precedes market recoveries
• The role of relative strength in identifying global equity opportunities
• How Dantes Outlook is adapting its allocation framework amid shifting leadership
• The importance of staying systematic and globally diversified through volatility

For full portfolio updates and performance insights:
👉 Access the Alpha Capture Portfolio Report on Dantes Outlook Substack (subscribers only)

Disclaimer:
This podcast is for informational purposes only and does not constitute investment advice. Dantes Outlook LLC is a registered investment advisor. Past performance is not indicative of future results. Investment decisions can change based on market conditions.

Topics Covered:

• High-beta vs. low-volatility stock performance
• Why narrow market breadth can lead to leadership shifts
• Signs of improving fundamentals after a mild earnings recession
• The impact of new small-business tax cuts on growth and jobs
• The case for quality stocks in a late-cycle environment
• Global opportunities in value and emerging-market equities

Key Takeaway:
Rotation and selectivity — not just momentum — will shape the next leg of this market.

Visit us at dantesoutlook.com

In This Episode:

• Why Treasuries are having their strongest October in years.
• The significance of the negative stock–bond correlation and what it signals for portfolios.
• Inflation and labor market trends supporting potential Fed rate cuts.
• How gold, palladium, and other metals fit into a late-cycle allocation.
• Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.
• Why loose financial conditions continue to support speculation — and how we’re positioning for the next phase of the cycle.

Resources & Links:

Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.

Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.