Top Traders Unplugged10 Aug 2022

IL06: The History of Interest & the Next Devastating Crisis ft. Edward Chancellor

Edward Chancellor, Author, Journalist and unrivaled Financial Historian, joins us today to discuss the history of Interest, based on his new book, “The Price of Time: The Real Story of Interest". We address why it is crucial to pay attention to the historical perspectives of the economy, the allocation of capital and interest and why low interest rates have a feedback effect on the economy, the zombie corporate phenomenon and the impact it has on the economy. We also discuss the longer term consequences of low interest rates and whether bubbles can be beneficial, globalization and how interest rates impacts the fragility of global supply chains, the role of Central Banks and how they affect price stabilization by preventing creative destruction. Lastly, we discuss how the Fed policy of “cleaning up afterwards” creates unintended problems, how a zero interest policy can pose a threat to capitalism and much more.

-----

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

-----

Follow Niels on Twitter, LinkedIn, YouTube or 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 Edward on LinkedIn & read his book.

Episode TimeStamps:

00:00 - Intro

02:19 - Introduction to Edward

04:19 - The process of writing his latest book

14:15 - Are we forgetting the economic history?

19:34 - How Edward approaches his study of Interest

25:43 - The impact of interest rates

35:22 - The notion of zombie companies

46:04 - Can bubbles be beneficial?

52:01 - How interest rate affects global supply chains

57:27 - Central banks and price stabilization

01:04:54 - Should Central Banks prevent bubbles?

01:08:39 - Is a zero-interest policy a threat to capitalism?

01:14:14 - 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

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(973)

SI421: Taking CTAs Mainstream ft. Andrew Beer

How reliable is 60/40 when stocks and bonds fall together? Andrew Beer joins Niels Kaastrup-Larsen to question the return forecasts and diversification assumptions behind traditional asset allocation....

10 Okt 1h 18min

IL54: Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans

In today’s episode we talk with London Business School professor Alex Edmans. He has spoken at Davos, testified in the UK House of Commons and reached millions through his TED Talks. He joins the show...

7 Okt 1h

SI420: The Market Might Be More Fragile Than It Looks ft. Cem Karsan

Alan Dunne is joined by Cem Karsan to examine the forces pushing bond yields higher and why he believes markets are becoming increasingly fragile. Cem argues that refinancing pressures, persistent inf...

2 Okt 1h 4min

TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton

Niels Kaastrup-Larsen and Alan Dunne are joined by Welton Investment Corporation founder Patrick Welton to explore what four decades in markets have taught him about trading, risk and managing other p...

30 Sep 1h 6min

SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas

Alan Dunne is joined by Nick Baltas to discuss a strong period for trend following and what the latest research says about adapting systematic strategies to changing markets. They examine whether vola...

26 Sep 1h 5min

OI24: Why Power Trading Is 10 Times Crazier Than Crypto ft. Cory Paddock

Moritz Seibert is joined by GBE Energy co-founder Cory Paddock for a look inside the unusual world of proprietary power trading. Cory explains how electricity markets combine weather, physics and econ...

23 Sep 59min

SI418: Why Markets Are More Alive Than We Think ft. Richard Brennan

Niels Kaastrup-Larsen and Richard Brennan explore what the science of complex adaptive systems can teach us about markets and trend following. Drawing on research from the Santa Fe Institute, they exa...

19 Sep 1h 15min

IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth

Today we talk with the editor of the Financial Times’ Alphaville blog, Robin Wigglesworth. Robin is the author of A Fabulous Debt - the Epic Story of How Bonds Built the Modern World. He tells the sto...

16 Sep 1h 3min