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Episode TimeStamps:
0:00 – Intro
02:11 – Macro recap from Niels
05:49 – Weekly review of performance
11:00 – Further discussion on our recent talking point of discretionary versus systematic, including some comments from Top Traders Unplugged community member, Danny
13:38 – Q1; Fernando: Does it get easier with time and experience, to endure drawdowns?
22:40 – Some of the issues around inflation and how that might affect trading
44:30 – Momentum crashes and decision-clustering
57:35 – The importance of matching your personality to the timeframes you trade
1:04:10 – When is the best time to invest in Trend Following?
1:11:28– Benchmark performance update
1:12:30 - Recommended listening or reading this week: MacroVoices Podcast featuring David Rosenberg