Every 15-20 years currencies experience regime changes (from current-account trading to interest-differential trading to risk-on/risk-off trading), and many algos are built on historical models that fail to recognize when regimes shift, making them persistently inappropriate.

causalpending

Speaker

Stanley Druckenmiller

Evidence Quote

every 15 or 20 years there's regime change...a lot of these algos are built on historical models and I think a lot of their factors are inappropriate because they're missing they're in an old regime

Source

Stanley F. Druckenmiller: Monetary Policy & MarketsReal Vision
Created: 8/10/2026, 10:51:28 PM

My Notes

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