80 The Systematic Investor Series ft Eric Crittenden – March 23rd, 2020




Top Traders Unplugged show

Summary: <br> This week, special guest Eric Crittenden joins us on the show to discuss: the importance of being able to trade short positions, how the best Trend Following strategies have proven their worth in this current environment, why Trend Following can be regarded as a Contrarian Strategy, whether or not ETFs are safe investments, when being 1st place can be as detrimental as coming last, why the most uncomfortable trades can turn out to be the most profitable, why you can’t time entries into a Trend Following fund, how too much AUM can hinder returns, and why there is so much returns dispersion among CTAs today.<br> If you would like to leave us a voicemail to play on the show, you can do so <a href="https://www.speakpipe.com/ttuvoicemail">here</a>.<br> Learn more about the Trend Barometer here.<br> 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 <a href="http://bit.ly/36bzny2">here</a>.<br> And you can get a free copy of my latest book "The Many Flavors of Trend Following" <a href="http://www.toptradersunplugged.com/book">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> 1:50 - Macro recap from Niels<br> 3:12 - Weekly review of returns<br> 6:51 - Niels: How did you get to where you are today?<br> 8:00 - Niels: What persuaded you to embrace Trend Following?<br> 11:48 - Moritz: Do you believe Trend Following works because it’s difficult to do?<br> 17:05 - Niels: What do you think it takes nowadays to be a successful investor?<br> 21:38 - Niels: Do you think the speed of the current meltdown is surprising?<br> 30:17 - Moritz: Is the Trend Following space overcrowded, and are its results decaying?<br> 48:31 - Niels: What do you think of Trend Following on individual stocks?<br> 52:42 - Niels: Are concerned about the stability of ETFs?<br> 56:09 - Moritz: Do you have any concerns about the money passively allocated to ETFs?<br> 58:30 - Moritz: Did you imply Trend Following on individual stocks isn’t worth it, after fees?<br> 1:02:51 - Niels: Can you explain your ‘3 Narratives’, starting with ‘The Experiment’?<br> 1:09:45 - Niels: Tell us about the next narrative, ‘The Crazy Gym’?<br> 1:13:58  - Niels: What about the 3rd narrative, ‘Michelle &amp; her 2 advisors’?<br> 1:18:21  - Eric: Moritz, would you like to talk about recent trades in the energy sector?<br> 1:29:50 - Performance recap<br> 1:31:56 - Niels: Eric is there anything else you would like to bring up in closing?<br>  <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>