Top Traders Unplugged

Copyright: © Copyright 2024 CMC AG - This content does not constitute financial advice and is for educational purposes only. The content can not be used for commercial use without written permission from CMC AG.

Latest Episodes:

IL13: A Biography of the Dollar ft. Perry Mehrling Feb 01, 2023

Show notes

Today, Perry Mehrling, Economist and internationally recognized expert on our monetary system, joins us to talk about his new book: “Money and Empire: Charles P. Kindleberger and the Dollar System”. Perry’s book is a “biography of the dollar” told through the life “Charlie” Kindleberger, an economist who helped craft the Marshall Plan and spent his life studying and writing about the best way to organize international money. We discuss why Charlie thought the world needs a “key currency” and how the Fed - reluctantly and slowly - grew to support the dollar as it took on that role. Perry explains why the dollar system has proved so resilient. We finish the talk with an examination of two of the Fed’s most important tools - QE and swap lines and discuss why one supports the system while the other might undermine it.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow Perry on Twitter & read his book.

Episode TimeStamps:

02:27 - Introduction to Perry Mehrling and Charles Kindleberger

10:03 - What is the Sterling System?

15:01 - Establishing a central bank

23:35 - The impact of World War 2

31:32 - What does it take to be a key currency country?

48:53 - Fed - From lender to dealer

54:49 - Are swap lines structured the right way?

01:01:14 - War in Ukraine - what would Charlie have thought?

01:04:25 - Book recommendations

01:07:43 - Key takeaways from Niels

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management Jan 30, 2023

Show notes

Today, we are joined by Ryan O’ Grady, CEO and Co-Founder of ROW Asset Management, for a conversation on their all-weather, multi-strat approach to investing. We discuss the philosophy behind their trading strategy and why they choose to think holistically, why limiting yourself to trend following is a disadvantage and how they balance between simplicity and complexity in their research process, what they believe is the right number of markets to trade and how they diversify their portfolio. We also discuss what the pros and cons of replication are and how their work sets them apart from other trend followers, how they manage risk and mitigate drawdowns, how they succeed to run a multi asset portfolio and much more.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Learn more about Row Asset Management

Episode Timestamps:

02:23 - Introduction to ROW Asset Management

05:18 - Their investment philosophy and objective

11:43 - Should we worry about our sharpe?

16:31 - What to expect from pure trend

20:04 - Their research process

24:00 - Making changes to the system

26:40 - Their thoughts on machine learning

28:53 - New areas for research

30:52 - How many markets should you trade?

35:18 - Their thoughts on replication

38:49 - The risk of replication

42:02 - Managing drawdowns

45:16 - How they use trend following

46:46 - Managing risk in their portfolio

50:21 - Talking fees and capacity

01:00:17 - Running a multi asset portfolio

01:05:24 - Disagreements in trend following

01:07:54 - Expectations for 2023

01:11:53 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

SI228: Are Markets Priced for Perfection? ft. Alan Dunne Jan 29, 2023

Show notes

Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the current macro environment and how it impact markets. We discuss how the apparent positivity in the markets might get derailed by the lack of cooperation from policy makers and how a lurking uncertainty is threatening the calmness of the markets, the performance of the CTA industry, which markets are the best to trade and how the speed of your trend system affects the outcome, how CTAs capitalize on people’s behavioural biases and what the conversations in the new TTU mini series have taught us so far. We also discuss the advantages of being a multi manager and whether managers should give the investors multiple choices or do the choosing themselves and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Episode TimeStamps:

02:16 - The current macro picture

15:56 - Trend following update

18:04 - Current markets and asset allocation

28:07 - Papers on the CTA industry

38:15 - Fast vs. slow trend systems

42:32 - Reflecting on the TTU CTA mini series

49:12 - The multi-manager perspective

56:42 - Feedback on the TTU CTA Mini series

59:07 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU126: Trend Following + Something ft. Kevin Cole, CEO & CIO at Campbell & Co. Jan 27, 2023

Show notes

Today, we are joined by Kevin Cole, CEO and CIO at Campbell & Co, for a conversation on their approach to using trend following in their trading, with a focus on absolute return. We discuss their investment philosophy and the evolution of their expanded trading strategy, how they moved beyond pure trend using equities and how they use a multi-strat approach to stay diversified. We also discuss how they feel about being replicated and how they use their research process to keep an edge over their competitors, how they capture the underlying momentum factors of trend and how they implement ESG in their trading strategy. Lastly, we discuss how they approach risk management and position sizing, their view on capacity and fees in the industry and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Learn more about Campbell

Episode Timestamps:

02:07 - Introduction to Campbell & Co

03:53 - Their investment philosophy

06:07 - The objectives of their work

08:37 - Moving beyond trend following

12:27 - Their approach to trading equities

15:11 - Staying diversified

19:59 - Using constraints

21:54 - Thoughts on replication

26:45 - What is a good research process?

31:46 - Balancing the adaptability

36:23 - Trading more markets = better?

41:47 - Dealing with ESGs

47:02 - Their risk management process

51:46 - Being discrete

56:19 - Static or dynamic position size?

59:35 - Capacity in the industry

01:04:27 - Advice on return expectations

01:07:11 - Vanilla vs. sophisticated trend follower

01:09:29 - Managing cash

01:11:07 - What do you disagree with the most?

01:12:07 - Expectations for 2023

01:12:57 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

IL12: How to Invest ft. David Rubenstein Jan 25, 2023

Show notes

Today, Kevin Coldiron is joined by the legendary David Rubenstein, Co-Founder and Co-Chairman of the Carlyle Group, philanthropist, historian and more, for a conversation on what we can learn from his journey to become a billion dollar investor, based on his book, “How To Invest”. We discuss what Rubenstein learned from his work as a lawyer and what young, aspiring investors can learn from his book, why it is important to work with something you love to do and why investors are an important part of society. We also discuss how great results require great risk and how becoming a successful investor requires a balance between luck, skill and risk, how to evaluate successful firms like Carlyle Group and the role philanthropists play in society, the economic inequality in America and why taxing the wealth is not a way to solve it, why Rubenstein believes ESGs are here to stay and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow David on Twitter & read his book.

Episode TimeStamps:

02:13 - Introduction to David Rubinstein

07:02 - From lawyer to investor

11:48 - What inspired the book?

16:32 - Is capitalism going out of fashion?

18:43 - The path to becoming an investor

25:11 - Diversification vs concentration

30:07 - The bigger the better?

35:38 - Reasons to be cautious?

37:25 - Can you rely on philanthropists?

44:58 - Charity - a problem solver?

51:44 - Rubensteins approach to reading

54:49 - Baseball jargon

55:43 - Key takeaways from Niels

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU125: Trend Following vs Short Term ft. Michael Pomada, President & CEO at Crabel Capital Management Jan 23, 2023

Show notes

Today, we are joined by President and CEO of Crabel Capital Management, Michael Pomada, for a talk on their approach to trend following as well as short-term strategies. We discuss the trading philosophy behind Crabel Capital Management and why they choose to primarily be long vol, what role the Sharpe Ratio plays in their trading strategy and how they use data in their research process to understand markets, how being de-siloed helped them to make 2022 their best year in terms of research and how they create the most optimal work environment and culture for their team. How they utilize machine learning in their work and why they spend tens of millions of dollars on execution infra-structure, why they believe replication is like drugs and medication and why ESGs are important for them as a firm, how they manage drawdown control and mitigate risk. Lastly, we discuss why Pomada has found peace with fees going down and why being innovative is key in maintaining a solid income, why they are not concern about competition in the industry and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Learn more about Crabel Capital Management

Episode Timestamps:

02:20 - Introduction to Crabel Capital Management

03:41 - The philosophy behind their work

08:46 - Their trading objectives

11:21 - Too concerned about the sharpe?

14:28 - Better alternatives to sharpe?

16:43 - Unearthing the anomalies

22:49 - Creating the perfect environment

26:34 - Machine Learning - a magical unicorn?

31:17 - Getting the execution right

35:01 - The feeling of being replicated

39:28 - Their approach to trading markets

42:55 - The ESGs?

47:43 - Managing risk

58:42 - Are fees on the rise?

01:03:44 - Getting the execution right

01:07:22 - The role of their product

01:10:51 - Which bucket do they belong to?

01:12:18 - Crazy times for liquidity

01:16:24 - Being controversial

01:20:14 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

SI227: Trend Following in an Uncertain World ft. Richard Brennan Jan 21, 2023

Show notes

Richard Brennan joins us for a weekly conversation on Trend Following, where we reflect on the new TopTradersUnplugged mini series and how the beginning of 2023 has been so far. We also take questions from listeners regarding backtesting methods and how Richard uses backtesting to manage risk, rather than predict expected returns. Additionally, we discuss why trend followers should be more aware of uncertainty and outliers, why Richard is a tail hunter and why he compares it to surfing, how Richard deals with change and the importance of understanding the natural cycle of transitions and stable regimes, complex adaptive systems, why everything ultimately moves towards an equilibrium condition where everything stops and how it can be corrected through math, the importance of understanding how a system operates before applying math and that everything is process driven, how Richard thinks of risk in an uncertain world and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Rich on Twitter.

Episode TimeStamps:

02:34 - Thoughts on new mini series

09:46 - Battleship still floating?

11:56 - Q1, Markus: Richard's biggest takeaways in his backtesting

18:12 - Q2, Tim: About inconsistencies in the selection process

31:27 - Uncertainty rather than certainty

49:38 - Why not focus on other trends?

56:44 - Outliers - features of liquid markets?

01:03:28 - Everything is a process

01:12:21 - Managing risk in an uncertain world

01:21:24 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU124: Trend Following with a Twist ft. Harold de Boer, Managing Director at Transtrend Jan 20, 2023

Show notes

Today, we are joined by Harold de Boer, Head of R&D and Managing Director at Transtrend, for a conversation on their unique approach to trend following. We discuss the investment philosophy at Transtrend and what makes them stand out against other investors, why markets trend and what history can teach us about trend following, how the war in Ukraine impacts markets and how Transtrend stays diversified. We also discuss why Transtrend has not deviated from trend and the importance of differentiating yourself, why de Boer believes computers have been become a disadvantage and why de Boer does not think trading more markets is always better. Lastly, we discuss Transtrend’s approach to pricing their work and why they think ESG’s have become a “strange thing”, what de Boer is most excited for in 2023 and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Learn more about Transtrend

Episode Timestamps:

02:27 - Introduction to Transtrend

03:47 - The investment philosophy

17:55 - Being unconventional

21:27 - Pure trend following vs. Trend following plus

29:25 - What is the investment objective?

32:53 - Developing and evaluating systems

37:34 - Human + computer = better than computer?

40:34 - Weaknesses of CTA replication strategies

47:17 - Is trading more markets better?

51:54 - Managing risk and liquidity concerns

56:06 - Diversification strategies and fees

01:00:37 - The challenges of ESGs

01:05:43 - Taking the asset allocator perspective

01:08:49 - Is equity exposure better?

01:10:31 - What do you disagree with the most?

01:11:08 - Expectations for 2023

01:12:12 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

GM32: Commodity Super Cycle in Full Force ft. Jeff Currie Jan 18, 2023

Show notes

In this episode, Cem and Niels are joined by Jeff Currie, Head of Commodities Research at Goldman Sachs, for a conversation on the shifts in global natural resources that we are witnessing right now. We discuss how the focus on de-carbonization has impacted the economy and why the low income group is actually the key driver of inflation, why Currie believes markets are set up for a recession in 2023 and how the war in Ukraine causes disruptions in energy infrastructure. We also discuss why OPEC has risen to power again and what drives the oil prices, why we might run out of metals in the near future, why boycotting Russian oil is a climate paradox and what might be the solution to the energy crisis, how the underinvestment in carbon creates a ripple effect in multiple other sectors, why Currie believes renewable energy might not be the right solution to the energy crisis, how to profit from the commodity super cycle and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Cem on Twitter.

Episode TimeStamps:

02:35 - Introduction to Jeff Currie

04:18 - A new kind of inflation?

08:41 - Policy and what drives inflation

15:41 - The outlook for the demand side

22:45 - Short term position and the commodity space

28:11: - Disruptions in infrastructure

31:17 - The rise of OPEC

33:32 - Status on the strategic oil reserve

34:20 - Volatility in oil

39:45 - Are we running out of metal?

44:12 - The situation with gas

48:15 - What is the solution?

50:12 - Problems with agriculture

53:54 - Dealing with global warming

59:44 - Profiting from the commodity super cycle

01:01:54 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

TTU123: Trend Following Master Class ft. Russell Korgaonkar, CIO at Man AHL Jan 16, 2023

Show notes

In this first episode of the new mini series with the largest and most successful trend followers in the world, we are joined by Russell Korgaonkar, CIO at Man AHL, for a conversation on how Man AHL uses trend following in their trading strategy. We discuss the philosophy behind their work and why they believe trend following is a great strategy, as well as what makes Man AHL stand out to investors and how they make trend following more digestible while maintaining "crisis alpha". We also discuss Korgaonkar’s view on CTA replication and their process of improving their trend following system and models, why having a good execution system is important for enabling different sources of alpha and why they use dynamic position sizing to maximize their returns, how they overcome periods of drawdowns and how you price your work as a CTA, how much you should allocate to trend and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Learn more about Man AHL

Episode Timestamps:

00:00 - Intro

02:22 - Introduction to Man AHL

03:45 - Their trading strategy

06:18 - Why does trend following work?

10:11 - A unique type of trend following?

15:46 - A trade-off in the objectives

19:14 - The effect of adding carry

21:13 - Picking from the strategy menu?

22:46 - Too much focus on Sharpe?

24:33 - Replication - yay or nay?

29:54 - Have the models become outdated?

35:55 - The importance of execution

39:06 - Dynamic vs static position sizing

44:24 - Overcoming drawdowns

48:42 - Discussion on capacity and fees

52:18 - How to think about expected returns

57:09 - Can you trend follow trend following?

58:50 - Managing the cash

01:00:21 - Disagreements in trend following

01:02:03 - Questions to ask as an allocator

01:03:49 - Expectations for 2023

01:05:51 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

2. Daily Trend Barometer and Market Score

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

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