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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 🏆
00:00 - Intro
01:33 - Macro recap from Niels
04:02 - Weekly review of returns
12:15 - Rob’s decision to trade Bitcoin futures
21:28 - Why Bitcoin may not be so decentralised
38:05 - Q1; Dan: Do you think fitting by instrument makes sense for intraday Trend Following?
48:43 - Q2; John: Why does Rob only allocate part of his profits back into his portfolio?
57:19 - Q3; Peewee: If Rob could only trade 5 or 6 futures markets, which ones would he pick?
1:02:54 - Q4; Saed: Do you prefer keeping position size constant across all trades, or adjusting according to volatility?
1:06:38 - Financial Times article: ‘How to Defend Against Inflation’
1:13:47 - Check out the new episode from the Top Traders Unplugged series, coming out soon
1:14:22 - Article from FactorResearch: ‘Short vs Long-Term Trend Following’
1:20:26 - Benchmark performance update
1:21:27 - Recommended listening or reading this week: Mark Rzepcynski's blog post on commodity prices during inflationary periods, Nikhil Shamapant on the Hidden Forces Podcast & Josh Rogin on the Joe Rogan Podcast
1:26:54 - Next week, special guest Eric Crittenden joins us on the show