TTU Trend Barometer
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Trend Following: Is it for you?
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Ideas Lab

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack.

Follow Chris on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
03:37 – Introduction to Chris and his work
06:17 – About his research process
09:50 – Why are semiconductor chips so important?
14:39 – How did we end here?
18:24 – About ASML and their role
26:02 – How and why was TSMC founded?
37:44 – The battle between China and U.S.
47:47 – A potential for conflict
51:20 – Disruption ahead?
54:16 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Richard on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
04:29 – Introduction to Richard Duncan and his book
15:35 – Credit creation and consumption – a long term growth strategy?
22:54 – The problems with foreign central bank credit
31:45 – Reflecting on Alan Greenspan’s response
34:02 – Addicted to credit growth?
36:23 – How will the next 6-12 months look?
46:16 – Why is the CHIPS and Science Act so important?
56:21 – Should the FED stop pay interest on reserves?
01:03:22 – Is Duncan’s model of the economy being acknowledged?
01:07:14 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Annie on LinkedIn & read her book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
02:24 – Introduction to Annie Duke and her book 
07:14 – Key takeaways from her book
10:03 – Quitting at the right time
18:08 – Work smarter, not harder
23:04 – Are we overestimating ourselves?
29:57 – Setting rules and making decisions
35:27 – The benefits of splitting the decision
42:04 – Keep it systematic
49:10 – Pros and cons of setting goals
54:32 – What role does age play?
01:03:38 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Oded on LinkedIn & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
04:00 – Introduction to Oded Galor
07:29 – Fundamental insights from Galor’s book
09:49 – From Stagnation to Growth
21:22 – Education and the labour force
30:24 – The impact of longer-term structural forces
40:38 – Can new cultures emerge?
43:31 – How does diversity impact a society?
50:08 – Is China falling behind?
52:09 – How diversity should be measured?
59:11 – Galor’s advice for moving forward
01:06:00 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Edward on LinkedIn & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

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

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Andrew on Smithers & Co & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
02:15 – Introduction to Andrew 
03:28 – Key messages from his book
06:42 – How is the Q Ratio constructed?
14:34 – The idea of hindsight value
23:31 – How Quantitative Easing caused instability?
26:49 – How remuneration policies have led to an increased Q value
31:14 – The incentives for management
42:30 – Should policy makers focus more on Q?
53:10 – The economic consequences of Alan Greenspan
56:21 – Andrew’s plans going forward
01:04:42 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Manoj on LinkedIn & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
02:13 – Introduction to Manoj and his book
07:59 – How demography has impacted inflation and interest rates?
15:05 – Can the global labour force be increased?
22:31 – Using automation to increase efficiency
33:49 – Did we interpret the yield curve wrong?
43:34 – The monetization of debt
50:13 – Is equality going to wane?
57:56 – Key takeaways from Niels

by

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Larry on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
03:12 – An introduction to Larry and his book
11:46 – Key takeaways from Larry’s study of demographic trends
18:48 – Population and economic growth around the world
27:49 – The importance of freedom
31:53 – Economic growth = better and cheaper sources of energy?
38:30 – Nuclear power – a tail risk?
48:31 – The potential of genetic engineering in agriculture and medicine
54:07 – Is the climate emergency not an emergency?
01:01:40 – Takeaways from Niels

by

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow James on LinkedIn.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
02:58 – Who is James A. Fok & why did he write his book
07:30 – A virtual societal collapse in China
19:02 – An emerging scepticism?
25:03 – The balance payment deficit of the U.S
40:10 – Deepening the interdependencies between China and the U.S
50:14 – A fragmented financial relationship
56:59 – The possibility of a neutral reserve currency
01:02:50 – Takeaways from Niels

by

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Antti on LinkedIn.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

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.

Episode TimeStamps:

00:00 – Intro
03:36 – About Antti’s book, “Investing Amid Low Expected Returns”
15:22 – The importance of commodities, especially during inflationary times
21:36 – What’s up with bonds?
30:06 – Emerging markets vs. high beta
38:40 – Alternative risk premia…both Alpha & Beta like
47:00 – The idea of valuation spreads and crowding concerns
52:04 – The defensive bucket…getting rid of the junk
01:02:16 – Summary by Kevin and Niels