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 firstname.lastname@example.org
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Mark on Twitter.
You can find Mark’s latest writings here.
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.
00:00 – Intro
02:05 – A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen
02:36 – Macro recap from Niels
06:22 – Weekly review of performance
15:10 – Q1; Zack : Has there been any research into how systematic investing improves ones performance over discretionary investing?
41:24 – Making predictions on commodities and inflation
50:27 – How Fed policy affects the Trend Following environment
01:04:18 – The re-emergence of longer-term terms
01:13:43 – Benchmark performance update