If you would like to leave us a voicemail to play on the show, you can do so 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, Jerry, Moritz & Nick on Twitter:
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.
0:00 - Intro
1:43 - Macro recap from Niels
3:16 - Weekly review of returns
5:18 - Niels: What key decisions have shaped your life so far?
7:59 - Niels: Can you describe the period between 1992 & 1995?
12:44 - Niels: What do you remember about the supposed ‘complex’ products that your were trading?
16:19 - Moritz: What was it like trading in Indonesia?
20:06 - Moritz: How did you end up being sent abroad to run a business for a bank?
26:34 - Moritz: What type of products did you trade at the SIMEX?
29:32 - Niels: What are things you look for in a person or organisation you would want to invest with?
34:57 - Niels: You advise large businesses, so what are the discussions you are currently having with your clients?
49:39 - Moritz:What was your thinking & process while attempting to recover huge losses?
55:41 - Niels: Do you talk with your clients about a market's liquidity risk?
58:53 - Niels: How has electronic trading made markets more liquid or less liquid?
1:02:16 - Niels: Do you see similarities between today’s scandals, and the behavious of past financial scandals?
1:05:49 - Moritz: How do you trade today, and what do you think is important is for good trading?
1:11:23 - Niels:Describe how you’ve dealt with stress throughout extraordinary situations?
1:17:01 - Niels:What are the key things you try to teach your kids, based on your experiences?
1:18:57 - Performance recap
1:19:57 - Moritz: Tell us about Bull And Bear Cap?
1:21:51 - Moritz: Are you continually asked about your history with Barings Bank?