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Episode Summary
0:00 - Intro
1:08 - Special thank you to our listeners
3:41 - Macro recap from Niels
7:50 - Weekly review of returns
25:53 - Q1; Adam: I’m running a crypto Trend Following strategy. How do I minimise the amount of profit lost at tops & bottoms of markets?
35:40 - Q2; Brendan: My employer is now interested in using my Trend Following system. Do I handover the code & backtests? If I decline, will they be able to sue me (I built the system using half of my own time, and half during my employer’s time)? Do you have any advice re: incentives?
43:38 - Q3; Dr. Doom: Do you have any thoughts on how an Actuary could turn into a Quant trader? What are your opinion on high frequency trading managers?
46:45 - Announcement of Michael Covel joining us on next week’s episode
51:37 - Q4; Thomas: Is Trend Following still suitable as an investment in a mutual fund format?
1:01:48 - Performance recap
1:03:27 - Recommended podcast listening this week: Joel Greenblatt on Bloomberg’s Masters in Business podcast & Felix Zulauf on the Grant Williams podcast
