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Episode Summary
0:00 - Intro
1:50 - Macro recap from Niels
3:12 - Weekly review of returns
6:51 - Niels: How did you get to where you are today?
8:00 - Niels: What persuaded you to embrace Trend Following?
11:48 - Moritz: Do you believe Trend Following works because it’s difficult to do?
17:05 - Niels: What do you think it takes nowadays to be a successful investor?
21:38 - Niels: Do you think the speed of the current meltdown is surprising?
30:17 - Moritz: Is the Trend Following space overcrowded, and are its results decaying?
48:31 - Niels: What do you think of Trend Following on individual stocks?
52:42 - Niels: Are concerned about the stability of ETFs?
56:09 - Moritz: Do you have any concerns about the money passively allocated to ETFs?
58:30 - Moritz: Did you imply Trend Following on individual stocks isn’t worth it, after fees?
1:02:51 - Niels: Can you explain your ‘3 Narratives’, starting with ‘The Experiment’?
1:09:45 - Niels: Tell us about the next narrative, ‘The Crazy Gym’?
1:13:58 - Niels: What about the 3rd narrative, ‘Michelle & her 2 advisors’?
1:18:21 - Eric: Moritz, would you like to talk about recent trades in the energy sector?
1:29:50 - Performance recap
1:31:56 - Niels: Eric is there anything else you would like to bring up in closing?
