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Episode TimeStamps:
00:00 – Intro
01:49 – A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share this link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen
02:25 – Macro recap from Niels
04:10 – Weekly review of performance
11:35 – Knowing what to look for in a talented investment manager
19:58 – Discussion on the topic of ‘skew’
42:44 – How the term ‘skew’ relates to other terms such as ‘convexity’ & ‘kurtosis’ and which terms are the most important for investors to focus on
56:33 – Some thoughts on what is referred to as ‘path dependency’
01:01:03 – How Trend Following can positively influence an investment portfolio
01:02:57– Benchmark performance update