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Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆
0:00 – Intro
2:00 – Macro recap from Niels
8:46 – Weekly review of performance
13:28 – Swedish systematic macro-fund, IPM, closes after losing $4billion during the pandemic
28:37 – New style Trend Following with machine learning versus classical Trend Following
53:54 – Some of the reasons behind Dunn Capital’s successful near 50-year track record
1:05:03 – Q1 Raymond: What are some good methods for market selection, other than liquidity?
1:08:35 – Q2; Dirk: Have you found significant differences between volatility-based position-sizing and a one-size-fits-all approach?
1:17:10 – Benchmark performance update