Top Traders Unplugged with Niels Kaastrup-Larsen
Business:Investing
Today we discuss the disconnect between stock market prices & the expected returns based on economic data, why current p&l may not reflect the quality of your positions, and the potential role of central banks in the future. Questions we answer include: How do you reduce futures rollover costs? How often should a Trend Following trader look at their portfolio?
Documentaries mentioned: The Fourth Turning Explained and Prince of the Yen
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 info@toptradersunplugged.com
Follow Niels, Jerry, & Moritz on Twitter:
@TopTradersLive, @RJparkerjr09, and @MoritzSeibert
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.
05 Global Macro Series ft Danielle DiMartino Booth - July 29th, 2020
98 The Systematic Investor Series ft Mark Rzepczynski – July 26th, 2020
04 Global Macro Series ft Larry McDonald - July 25th, 2020
03 Global Macro Series ft Erik Townsend – July 23rd, 2020
97 The Systematic Investor Series ft Robert Carver – July 22nd, 2020
02 Global Macro Series ft Preston Pysh - July 17th, 2020
01 Global Macro Series ft Julian Brigden – July 14th, 2020
96 The Systematic Investor Series – July 13th, 2020
Judging A "Book" By Its Cover
Are US Treasuries Still Safe?
Trend & Value Investing
Too Few Invest With CTAs
Asset Allocation Using Correlations
95 The Systematic Investor Series – July 6th, 2020
Combining Fundamental & Systematic
Educating Financial Advisors About Systematic Investing
Change vs Inconsistency
Leverage & Volatility
The Case For Being Longer-Term & Systematic
94 The Systematic Investor Series – June 29th, 2020
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast