76 The Systematic Investor Series – February 24th, 2020




Top Traders Unplugged show

Summary: <br> In today’s episode, we discuss whether attempting to trade every market at the same time may hinder any conviction necessary for above-average returns, as well as debate the difference between a portfolio with plenty of trades across lots of different markets versus one with less positions among fewer markets.  We also cover the Hedge Fund Journal’s recent interview with Harold De Boer of Transtrend, the amount of truly uncorrelated markets available to trade, how much discretion should be used during the design &amp; implementation of a systematic trading strategy, and if the accusation is true that CTAs are the main catalyst behind price shocks. <br> If any listeners would like to leave us a voicemail message to play on the show, you can do so <a href="https://www.speakpipe.com/ttuvoicemail">here</a>.<br> Learn more about the free-to-use Top Traders Unplugged Trend Barometer here.<br> You can download your free guide to Systematic Investing, and subscribe to our mailing list by visiting <a href="http://www.toptradersunplugged.com/">TopTradersUnplugged.com</a><br> Get a free copy of my latest book "The Many Flavors of Trend Following" <a href="http://www.toptradersunplugged.com/book">here</a>.<br> Find your free copy of Top Traders Unplugged 100 Best Investment Books of all Time <a href="http://bit.ly/36bzny2">here</a>.<br> Send your questions to <a href="mailto:info@toptradersunplugged.com">info@toptradersunplugged.com</a><br> Follow Niels, Jerry &amp; Moritz on Twitter:<br> <a href="https://twitter.com/TopTradersLive">@TopTradersLive,</a> <a href="https://twitter.com/rjparkerjr09">@RJparkerjr09</a> and <a href="https://twitter.com/moritzseibert">@MoritzSeibert</a><br> And please share this episode with a like-minded friend and leave an honest rating &amp; review on <a href="https://itunes.apple.com/us/podcast/top-traders-unplugged-niels/id888420325?mt=2">iTunes</a> so more people can discover the podcast.<br> <br> Episode Summary<br> 0:00 - Intro<br> 1:13 - Macro recap from Niels<br> 2:33 - Weekly review of returns<br> 6:52 - Top Tweets<br> 47:36 - Michael; Question 1: Who inspired you into Trend Following trading?<br> 59:16 - Performance recap<br> Subscribe on:<br> <a href="https://www.toptradersunplugged.com/itunes" target="_blank" rel="noopener noreferrer"></a> <a href="https://www.stitcher.com/podcast/top-traders-unplugged" target="_blank" rel="noopener noreferrer"></a> <a href="https://soundcloud.com/toptradersunplugged-com/" target="_blank" rel="noopener noreferrer"></a><br>