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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
01:41 - Feel free to share this podcast with like-minded friends using this link: https://top-traders-unplugged.captivate.fm/listen and a big thank you to those who have left a rating or review on iTunes
02:03 - Macro recap from Niels
03:10 - Weekly review of returns
06:44 - Q1; Robert: How does Jerry select his single stocks to trade?
16:27 - Q2; Brian: What does Jerry do with the dividends from the singles stocks he trades?
20:20 - Discussion on recent New York Times article, ‘The Risk-Return Trade-Off Is Phony’
31:34 - Trend Following and asset selection
37:40 - Why the right thing to do is often the hardest thing to do
45:36 - The need for asymmetry rather than low-volatility
48:48 - Diversifying Trend Following models versus diversifying TF look-back periods
57:57 - How Trend Following thrives during inflationary environments
01:01:10 - Benchmark performance update