Top Traders Unplugged
79 The Romance of Trading Commodities with Mike Coleman of RCMA Asset Management – 1of2
“Commodities have this romance and physicality that is sort of missing in bonds and equities on pieces of paper.” – Mike Coleman (Tweet) Our next guest lives in Singapore, where he founded a firm that trades in the commodity markets. In this episode, we trace his upbringing in the UK and his first job at…
78 If You Believe In Your Models, Never Deviate From Them with Kim Bang of Prolific Capital Markets – 2of2
77 Competing in the Long Tail of the Managed Futures Industry with Kim Bang of Prolific Capital Markets – 1of2
“There’s a long tail of smaller managers that have to fight over the scraps.” – Kim Bang (Tweet) Kim Bang grew up with his father’s shipping industry in Denmark, and discovered a fascination of the managed futures industry. He went on to work for companies such as Bloomberg and AIG, before founding his current firm…
76 Why He Still Trades His Own Money with Barnaby Cardwell of Cardwell Investment Technologies – 2of2
75 Competing in the Short Term Space with Barnaby Cardwell of Cardwell Investment Technologies – 1of2
“I never really wanted to be a manager – the idea that you could compete against everybody else and make money was just brilliant.” – Barnaby Cardwell (Tweet) Our next guest is a fund manager in the short-term space, and thus is distinct from many of the guests on this podcast. He discusses how he got…
74 2015 Predictions for Currencies, Gold, Oil and More with Mahendra Sharma of Financial Astrology – 2of2
“When disappointment rises drastically and excitement rises drastically, that’s what we call a volatile time.” – Mahendra Sharma (Tweet) In this second episode with Mahendra, he dives into his predictions for 2015 and the next few years, detailing his thoughts on markets from currencies, gold and silver to oil and real estate markets. He discusses…
73 He sees Facebook stock collapse to $1 with Mahendra Sharma of Financial Astrology – 1of2
“The financial markets are all connected with cycles of time and history.” – Mahendra Sharma (Tweet) Welcome to an episode of Top Trader’s Unplugged unlike any other. We take a break from interviews with hedge fund managers and invite you into the fascinating world of financial astrology. Mahendra Sharma dedicates his astrology and predictions work…
72 He Adds Value to His System with Mike Shell of Shell Capital Management – 2of2
71 Why You Don’t Want Symmetry in Investing with Mike Shell of Shell Capital Management – 1of2
“It’s not about trying to make all the trades a winner – it’s about having the average win be much greater than the average loss – and that is asymmetry.” – Mike Shell (Tweet) Most trend following firms have clients that invest somewhere between 2 and 20% of their portfolio with that firm, but Mike Shell’s…
70 Intervention in The Markets: The Effect on Trend Following with Marc Malek of Conquest Capital Group
“Investors confuse trend following strategies with long volatility strategies, which is really not the case.” – Marc Malek (Tweet) In this year-end review, Marc Malek explains why intervention in the markets affects trend following, but also why trend following strategies are not long volatility strategies. He discusses 2014 from the point of view of his…