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Episode Summary
0:00 - Intro
1:08 - Macro recap from Niels
1:44 - Weekly review of returns
4:59 - Top Tweets
18:45 - Announcement of special guest Eric Crittenden, from Standpoint Asset Management, joining us on the show in a few weeks
26:21 - Jacob; Question 1: When you have a significant amount of new available equity, what do you do next?
32:57 - James; Question 2: How do you manage a position that makes a Parabolic move, such as Tesla?
41:18 - Matt: Question 3: What methods do you use to handle euphoric gains?
1:01:51 - Camron; Question 4: What is the best way to compile a Trading Universe? How many markets, and how much allocation to each market?
1:04:42 - Sam; Question 5: Are you aware of any Trend Following Traders who tilt towards ESG (Sustainable Investing)?
1:07:23 - Seth; In response to last week’s request to listeners, shares how he thinks TF should be best described as an important part of your portfolio
1:10:30 - Performance recap