Best of TTU
Best of TTU – 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 increasingly more short-term in their nature, so it seems counter-intuitive that you can run an actively managed trading strategy by only checking…
Best of TTU – The History of Trend Following
The concept of Trend Following has been around for a long time, but it wasn’t until a few years back, that the Bible on Trend Following was written by Kathryn Kaminski and Alex Greyserman. Today, I am delighted to share some of the interesting lessons, insights, and key things that Kathryn Kaminski took away from the…
Best of TTU – Market Psychology & Universal Truths
A while back, I had a very enjoyable time speaking to Scott Foster from Dominion Capital Management, who is not your typical Trader. He draws from a wide range of influences such as Aristotle, Magic, and Austrian Economics. I am delighted to share some of these deep insights with you in this short blog post,…
Best of TTU – Simplicity is the Ultimate Sophistication
A few years back, I had a great discussion with die-hard Trend Follower, Scot Billington. I would like to share some key moments with you, including how to perceive past track records, and also some of the differences between the long side and the short side. If you would like to listen to the full conversation, just…
Best of TTU – Systematic Global Macro…An Experts View
A while back I had a very memorable time talking with Anders Lindell, discussing many trading related topics. There was one part in particular that I want to share where Anders shared his understanding on US institutions and how they deal with asset allocation and position sizing. If you would like to find out then read…
Best of TTU – From Discretionary Trading to a Systematic Approach
At the very beginning of my podcasting career, I had a great conversation with Mike Dever covering many trading related topics, one of which were the different approaches to trading. And there was One segment I really liked in particular, and which I would like to share with you today. It was a segment where…
Best of TTU – Defining Risk
Best of TTU – Turtle Trader Takeaways
Best of TTU – Identifying the Right Parameter Set
In any systematic trading strategy choosing the right combination of parameters for your model or approach is critical. So today, I wanted to share a valuable takeaway from a conversation with Bill Dreiss, where we discuss his thoughts, experience and approach to identifying parameter sets which I think you will find to be rather different to most managers. Bill and I…
Best of TTU – The Problems with Smart Beta & is Filtering the Holy Grail?
Kathryn Kaminski and I had the opportunity to sit down with Nigol Koulajian, the founder of Quest Partners, in which he shared his deep insights in many areas of trading. During our conversation, there were a few short segments that I particularly enjoyed and I would love to share them with you here. Below you…