SI04: Stanley Druckenmiller interview disected
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 8 October 2018
⏱️ 43 minutes
🧾️ 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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1. eBooks that cover key topics that you need to know about
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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 tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Transcript
Click on a timestamp to play from that location
| 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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