SI27: Volatility vs Risk...What's the difference? and are CTAs useless?
Discussion points this week include, Volatility vs Risk, the differences between Trading and Investing, Zero Hedge’s comment about CTAs & Trend Followers being useless, and the NY Times article on hig...
16 Mar 20191h 8min
SI26: Is it more profitable to invest longer-term? and Druckenmiller on being greedy
Is it more profitable to be longer-term? When is Trend Following the wrong strategy to use? Should you ‘ease’ into a trade, or go all in, and how should you adjust position size? Other talking point...
10 Mar 20191h 23min
BO14: How ”slow” trading can be Profitable
Would you believe somebody if they told you they had been very successful in the investment world, by looking at the just markets once a week? Everything, and everyone, seems to be getting increasingl...
5 Mar 201913min
SI25: Where to start your Trend Following jouney?
Discussion points this week include: Where to start if you want to become a Trend Following Trader, whether or not to trade markets differently, Bloomberg’s article on the supposed Failing of Trend Fo...
3 Mar 20191h 37min
RT21: What's next for Hedge Funds? ft. Jake Barton, Trent Webster & Steven Wilson – 2of2
Today Niels continues his conversation with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Board of Adm...
1 Mar 201944min
SI24: Why Trend Following has "failed" to attract a lot of Assets ft. Meb Faber
Meb Faber joins the show to discuss his journey into Trend Following, where Trend Following funds have gone wrong in terms of attracting assets & growing AUM, why he started his company Cambria Invest...
24 Feb 20191h 33min
RT20: The Looming Pension Crisis ft. Jake Barton, Trent Webster & Steven Wilson – 1of2
On today’s episode Niels Kaastrup-Larsen speaks with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Boa...
20 Feb 201949min
SI23: What is the value of the 200-Day Moving Average?
What is the value of the 200-day Moving Average, the benefit of tried and tested strategies vs new and trendy strategies? Are drawdowns a necessary component of a robust strategy, and what is the opt...
17 Feb 20191h 33min
