SI142: How Decentralised Is Bitcoin Really? ft. Rob Carver

Rob Carver is on the show with us today to discuss why Elon Musk & the Chinese government might be proving that Bitcoin may not be as decentralised as first assumed, whether you should adjust your system according to the instrument being traded, some processes for reinvesting profits into your portfolio over time, thoughts on position sizing, different ways of defending against inflation, if short-term Trend Following may actually be as good as long-term Trend Following, and the sweet spot for number of different futures contracts a good system should trade.

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

In this episode, we discuss:

• If Bitcoin is really as decentralised as it's reputed to be
• Adjusting your system on an individual trade basis
• What to do with your trading profits
• Defending against inflation
• Short-term Trend Following versus long-term Trend Following

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Episode TimeStamps:

00:00 - Intro

01:33 - Macro recap from Niels

04:02 - Weekly review of returns

12:15 - Rob’s decision to trade Bitcoin futures

21:28 - Why Bitcoin may not be so decentralised

38:05 - Q1; Dan: Do you think fitting by instrument makes sense for intraday Trend Following?

48:43 - Q2; John: Why does Rob only allocate part of his profits back into his portfolio?

57:19 - Q3; Peewee: If Rob could only trade 5 or 6 futures markets, which ones would he pick?

01:02:54 - Q4; Saed: Do you prefer keeping position size constant across all trades, or adjusting according to volatility?

01:06:38 - Financial Times article: ‘How to Defend Against Inflation’

01:13:47 - Check out the new episode from the Top Traders Unplugged series, coming out soon

01:14:22 - Article from FactorResearch: ‘Short vs Long-Term Trend Following’

01:20:26 - Benchmark performance update

01:21:27 - Recommended listening or reading this week: Mark Rzepcynski's blog post on commodity prices during inflationary periods, Nikhil Shamapant on the Hidden Forces Podcast & Josh Rogin on the Joe Rogan Podcast

01:26:54 - Next week, special guest Eric Crittenden joins us on the show

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