SI106: Ray Dalio's underwhelming 2020 performance and the FED ft. Moritz Seibert

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 18 September 2020

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today, we discuss the Federal Reserve’s current inflation targets, whether it is ok for systematic managers to turn off their systems during periods of high volatility & uncertainty, the looming questions around Ray Dalio & Bridgewater’s underwhelming performance in 2020, volatility control vs risk control, and why liquidity should be an important deciding factor for investors when choosing a money manager. Questions we answer this week include: How do you size your positions once maximum portfolio risk is reached? Do have you have any tips on how to perform volatility-control?

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Episode TimeStamps:

00:00 – Intro

02:30 – Macro recap from Niels

04:36 – Weekly review of performance

31:24 – Q1; Daniel: How do you size new positions once your intended maximum portfolio risk is reached?

39:17 – Q2; Dave: Do you have any pointers on how effectively perform volatility targeting?

55:30 – Benchmark performance update

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Transcript

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0:00.0	You're about to join Jerry Parker, Maritz Siebert, 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.
0:22.6	Welcome or welcome back to this week's edition of the Systematic Investor series
0:26.1	with Moritz Sieber and I, Niels Karsten, where each week we take the pulse of the global
0:30.6	markets through the lens of a rules-based investor.
0:34.5	Now, for those of you who are regular listeners, our conversations are indeed
0:38.3	intended to keep you focused and inspired and continue your rules-based investing journey.
0:43.8	And if you're new to the show, we hope that today's episode will trigger your curiosity to
0:47.9	check out the back catalogue and listen to past episodes that you may have missed.
0:53.2	I want to just acknowledge and thank those of you who went into iTunes and left the rating
0:58.2	and review this week.
0:59.5	There were people like Dr. TIR, Cryptomatic, Blue BinLiner, T-E-9, FIFA Awesome, Mark 43 and Ziken.
1:09.0	I know these are all a little bit funny names,
1:11.6	but nevertheless, we do appreciate it and we do read all of the reviews.
1:15.9	And I just want to say for those of you who think it's a little bit odd
1:18.8	that I will repeat this message in the last few weeks,
1:22.7	these reviews really do matter in the algorithms of iTunes and other podcast platforms.
1:29.1	They help other investors to discover the podcast and also they actually help you the listener
1:34.3	because as the podcast grows it does become easier for us to attract the best minds in finance
1:39.2	to join our conversation.
1:41.8	So if you haven't left the rating on review just yet,
	...

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