SI04: Stanley Druckenmiller interview disected

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 8 October 2018

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to The Systematic Investor series. It’s a great privilege for me to invite you to a behind the scenes conversation between some of my favorite systematic investors namely Jerry Parker and Moritz Seibert. We get on a “call” each week to discuss the events that took place through the lens of a Systematic Investor and how the trading strategies we work with are reacting. It’s a raw and honest exploration and we hope you will join and be part of…not least by sending us questions that we can discuss.

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Episode TimeStamps:

00:00 – Intro

01:00 – Weekly recap of performance

05:15 – Top tweets (lengthy discussion of Druckenmiller interview)

35:00 – Question 1: Barry; Do you use synthetic instruments in your trading?

38:20 – Benchmark performance update

39:15 – Jerry on Trend + Fundamentals

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In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these...

Transcript

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0:00.0	You're about to join Jerry Parker, Maritz Seabert, and Nealz Kostrup Larson on their raw and honest
0:07.3	journey into the world of systematic investing and learn about the most dependable and consistent
0:12.3	yet often overlooked investment strategy. Welcome to the Systematic Investor podcast series.
0:19.6	Hey everyone, welcome back to another edition of the Systematic Investor Series,
0:23.9	where each week we discuss and debate what's going on in the world of rule-based investing
0:28.9	right now.
0:30.5	My name is Niels Kastro Blasen, and I am excited to welcome my co-host, Jerry Parker,
0:35.2	and Moritz Siebert.
0:37.1	Good morning, guys. How are you?
0:40.1	Great.
0:41.2	Great. Good morning.
0:42.5	Great, great, great.
0:43.3	Well, it is Sunday today, so it's a relaxing start to the end to the weekend, I hope.
0:51.4	So, interesting week, I thought, in some ways, some interesting moves in some of the
0:59.3	bigger asset classes, I would say. So what was your sort of experience observations when you
1:06.9	look at your portfolios this week. Moritz, how about you?
1:11.3	How has the week been for you?
1:13.6	It's been a rates-driven week, right?
1:15.5	Yeah.
1:16.5	Above anything else.
1:17.9	So we've actually made some money from being short T-notes, US bonds,
1:26.7	and lost a bit on the JGBs and the Boons and some of the other German
	...

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