IT's TRUE π – 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.
Send your questions to info@toptradersunplugged.com
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Rob on Twitter.
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:
01:05 – What has been on our radar recently?
06:15 – Industry performance update
09:54 – Q1, Paul: Where can I learn MatLab?
13:38 – Q2, Byleth: What is Rob's experience with trend in crypto?
20:41 – Q3, Tauras: What are Rob's thoughts on seasonality and relative value as strategies?
26:23 – Are strategies like seasonality convergent?
27:14 – Rob's thoughts on relative value as a strategy
32:00 – Shock! Horror! I've increased my CTA allocation
41:07 – Rob's thought process on portfolio allocation
46:19 – Vol scaling with a nice cup of hot cocoa
57:43 – Path-dependence vs. non-path dependence
59:53 – Final thoughts and a cliff hanger