In this week’s episode, find out why investing in a strategy during a drawdown can be profitable in the long-run, why risk-adjusted performance is more important than tracking against an index, why price is a better guide than expert opinion, if there is a time when you shouldn’t attempt to have uncorrelated securities in your portfolio, and the connections between Trading, statistics, & sports.
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0:00 - Intro
1:21 - Macro recap from Niels
2:57 - Weekly review of returns
6:12 - Top tweets
50:48 - Announcement of podcast guest, Andreas Clenow, in January 2020
51:23 - Question 1: Drew; Should you enter a breakout trade based on an intra-day signal or end of day signal?
56:26 - Performance recap