Check out our series on Volatility here, and our Global Macro series here.
Learn more about the Trend Barometer here.
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Send your questions to info@toptradersunplugged.com
Follow Niels & Moritz on Twitter:
@TopTradersLive & @MoritzSeibert
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.
Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆.
Episode TimeStamps:
00:00 - Intro
01:25 - A huge thank you to our listeners who gave us a 5-star review on iTunes & Apple Podcasts
02:59 - Macro recap from Niels
05:51 - Weekly review of returns
11:00 - Niels: What’s been the year-to-date standout winner for you?
12:40 - Niels: How much of your performance has come from crypto, compared to other non—classical Trend Following assets?
24:45 - Niels: It takes money to money, true or false?
29:45 - Niels: After a big profit, the next trend following trade is more likely to be a loss, true or false?
33:21 - Niels: Trading stocks is similar to trading commodities, true or false?
34:32 - Niels: Volume and open interest are as important as price action, true or false?
36:16 - Niels: A trader should be willing to let profits turn into losses, true or false?
37:14 - Niels: It helps to have the fundamentals in your favour before you initiate a trade, true or false?
38:48 - Niels: It’s better to be an expert in one market, rather than try to trade ten or more markets, true or false?
40:10 - Niels: It’s important to know what success in trading will do for you later in life, true or false?
40:56 - Niels: A gap-up is a good place to initiate, if an uptrend has started, true or false?
42:07 - Niels: All speculators die broke, true or false?
43:05 - Thoughts on the new Pro Shares Bitcoin ETF launching soon
45:58 - Niels: How did your model react to the recent crypto fall in prices, and do you think crypto assets are more suited to shorter-term trend following strategies?
45:58 - Niels: How do you think the average crypto expert views the global macro landscape?
55:58 - The drive towards ESG investing and its knock-on effects to current supply chains
01:15:12 - Benchmark performance update