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 info@toptradersunplugged.com
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Jerry 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.
Episode TimeStamps:
00:00 - Intro
02:51 - Summary of the week
08:35 - Industry performance update
12:21 - Discussion about CTA/Managed futures replication strategies
26:19 - Aligning incentives as a manager
33:28 - Aspect article in Hedge Fund Journal
46:47 - Article by Cliff Asness on Pure Trend Following
51:33 - Crisis Alpha vs the Perfect Portfolio
01:03:40 - Article by Morgan Housel on following Core Principles
01:11:15 - Confidence vs. Ability
01:14:33 - Coming up next week
