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Episode Summary
0:00 - Intro
1:46 - Macro recap from Niels
4:34 - Weekly review of returns
46:37 - Q1; Marcus: What is Jerry’s approach to shorting stocks?
49:50 - Q2 & Q3; Nathaniel: Do you have any suggestions for reliable ‘predictors of return’? Do you recommend trading futures that are in backwardation?
57:16 - Q4; Nick: Are there advantages to trading markets that are unusually volatile?
1:00:07 - Performance recap
1:01:00 - Recommended listening or reading this week: Michael Covel's interview with Donald Wieczorek, Roy Niederhoffer on the RCM Derivatives Podcast & be sure to join us on Clubhouse!