Moritz Seibert returns to the show today to discuss the Berkshire Hathaway annual general meeting, the possible raise in interest rates by the Federal Reserve, today’s great environment for Trend Following, the unpredictable nature of the markets and future trends, decentralised finance, increasing ESG requirements in the investment industry, the meteoric rise of Lumber prices, new and smaller Bitcoin futures contracts being listed on the CME, thoughts on Ethereum and Ethereum futures, and the possible advantages of being in a Trend Follower in the cryptocurrency space versus the buy & hold speculators.
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00:00 - Intro
01:21 - Macro recap from Niels
02:49 - Weekly review of returns
11:02 - The Berkshire Hathaway annual general meeting
26:24 - Why Lumber prices are on the rise
32:44 - New and smaller Bitcoin futures contracts being listed on the CME
36:50 - Ethereum futures
45:46 - Continued outflows from Cathy Wood’s ARKK innovation ETF
46:42 - Q1; John: What is your methodology for selecting which contract month to trade, and when to roll?
52:46 - Q2; Brian: What topics, articles, blogs, podcasts or books do you recommend for somebody who wants to learn about cryptocurrencies as fast and easy as possible?
59:28 - Benchmark performance update
1:00:11 - Recommended listening or reading this week: 'Why the Price of Lumber Has Soared' on the Odd Lots Podcast and Michael Lewis on the Masters in Business Podcast and Tom Basso on Trend Following Radio