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.
Learn more about the Trend Barometer here.
Send your questions to email@example.com
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Mark on Twitter.
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
02:33 - Weekly overview
13:24 - Q1, Kyle: How to adjust position size, when adding capital
25:12 - The Great Repricing of Risk...and what this mean for you as an investor
35:25 - The different effects of large market shocks vs. many mini shocks
44:33 - What the future holds and if it will resemble the 1940s or the 1970s
51:44 - Losing confidence in Central Banks...the Micro and Macro impact
01:02:32 - Long term vs short term strategies...which will perform best in a volatile world?
01:11:50 - Industry performance update