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Episode Summary
0:00 - Intro
1:04 - Weekly review of returns
10:17 - Moritz: Do you have any new books in the making?
13:07 - Announcement of Jack Schwager joining us on the show in 2 week’s time
13:16 - Moritz: How is your personal trading going?
16:00 - Listener question; Saeed: Which market sectors have the longest trends?
28:50 - Moritz: Do you think Trend Following is over-crowded?
29:49 - Niels: Is Trend Following’s mediocre performance over the last 10 years a new normal or an anomaly?
30:38 - Niels: What are your thoughts on pure Trend Following versus multi-strategy?
33:27 - Niels: How have institutional investors’ attitudes to Trend Following changed over the past 20 years?
38:24 - Niels: What do you say to those who ask, ‘has quantitive easing killed Trend Following’?
41:32 - Niels: What about those who say, ‘fast moving markets have killed Trend Following’?
43:34 - Niels: What do you think about managers overriding their systems during high-volatility periods?
47:45 - Niels: What are your thoughts on AI strategies?
54:10 - Niels: How do you feel about the Trend Following being labelled as ‘crisis alpha’?
1:00:30 - Performance recap
1:01:30 - Recommended podcast listening this week: Robert Rosenberg on Bloomberg’s Business Week podcast, Michael Green on The Investor's Podcast & Naval Ravikant on the Tim Ferris podcast
