Top Traders Unplugged with Niels Kaastrup-Larsen
Business:Investing
We’re joined today by Rob Carver to discuss the process of selecting single stocks for a Trend Following system, Rob’s holy trinity of security selection, the JP Morgan-backed fund making huge bets, via options, on the market remaining quiet, the knock-on effects from funds who make large, risky bets, the sweet-spot for average holding periods in a Trend Following system, ‘caveman-style’ Trend Following versus scaling in and out of positions, how to hedge against inflation, how Trend Following historically has performed really well in rising interest-rate environments, and thoughts on Tesla’s recent earnings, a lot of which were from government subsidies and selling bitcoin.
Thanks to Matt for leaving us a voicemail. If you would like to leave us a voicemail to play on the show, you can do so here.
Check out our Global Macro series 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 & Rob on Twitter:
@TopTradersLive & @InvestingIdiocy
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.
Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆
Best of TTU - Reminiscences of 3 Trend Followers
43 The Systematic Investor Series - July 8th, 2019
42 The Systematic Investor Series ft Salem Abraham – July 1st, 2019
41 The Systematic Investor Series - June 22nd, 2019
40 The Systematic Investor Series ft Corey Hoffstein – June 16th, 2019
Best of TTU – You Don’t Need To Be A Genius If You Can Stick To A Plan
39 The Systematic Investor Series - June 9th, 2019
Best of TTU – Trading for a Living
38 The Systematic Investor Series – June 2nd, 2019
Best of TTU – How To Start & Grow A CTA Business
37 The Systematic Investor Series - May 26th, 2019
Best of TTU - The Evolution and Future of Trend Following
36 The Systematic Investor Series - May 19th, 2019
35 The Systematic Investor Series – May 12th, 2019
Best of TTU – How to Test a Model Over Decades of Data
34 The Systematic Investor Series – May 6th, 2019
25 Top Traders Round Table with John Fidler, Jonathan Miles, and Christopher Vogt - 2of2
33 The Systematic Investor Series ft Wayne Himelsein – April 29th, 2019
32 The Systematic Investor Series – April 22nd 2019
Best of TTU – Track Records vs Simulations.. What’s Best?
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