SI110: US Election and how to trade Cryptos with rules ft. Moritz Seibert
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 19 October 2020
⏱️ 68 minutes
🧾️ Download transcript
Summary
This week, we discuss how markets are handling current US presidential election uncertainty, why a healthy allocation to Trend Following strategies may be needed now more than ever, our thoughts on trading systematically in the cryptocurrency markets, and how to invest in Trend Following funds with relatively low capital. We also answer your questions, including: how do I share the details of my successful trading strategy with my employer, who is a money management firm?
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
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Episode TimeStamps:
00:00 – Intro
01:08 – Special thank you to our listeners
03:41 – Macro recap from Niels
07:50 – Weekly review of performance
25:53 – Q1; Adam: I’m running a crypto Trend Following strategy. How do I minimise the amount of profit lost at tops & bottoms of markets?
35:40 – Q2; Brendan: My employer is now interested in using my Trend Following system. Do I handover the code & backtests? If I decline, will they be able to sue me (I built the system using half of my own time, and half during my employer’s time)? Do you have any advice re: incentives?
43:38 – Q3; Dr. Doom: Do you have any thoughts on how an Actuary could turn into a Quant trader? What are your opinion on high frequency trading managers?
46:45 – Announcement of Michael Covel joining us on next week’s episode
51:37 – Q4; Thomas: Is Trend Following still suitable as an investment in a mutual fund...
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. |
| 0:22.2 | Welcome all welcome back to this week's edition of the Systematic Investor series with |
| 0:26.1 | Moritz Siebert and I, Neil's Castellarson, where each week we take the pulse of the global |
| 0:30.1 | market through the lens of a rules-based investor. |
| 0:33.8 | And for those of you who are regular listeners, our conversations are intended to keep you |
| 0:37.6 | focused and inspired to continue your rules-based investing journey. And if you're new to the show, |
| 0:43.2 | we hope that today's episode will trigger your curiosity to check out the back catalog and listen |
| 0:47.6 | to the past episodes that you may have missed. Let me just start by saying good morning. |
| 0:53.9 | Good afternoon, actually, I think it is now. |
| 0:56.1 | Yes. |
| 0:56.5 | By now. |
| 0:57.2 | Good afternoon. |
| 0:58.1 | Yes, early afternoon. |
| 0:59.1 | Hi, Niels. |
| 0:59.6 | How are you? |
| 1:00.4 | Doing well. |
| 1:02.0 | Got a few things that I wanted to just run with before we go into our review of the week. |
| 1:08.3 | Firstly, I want to, and I know I say this on a regular basis that I want to thank |
| 1:13.7 | the people who leave a rating and review. And I want to because really we don't take it for granted |
| 1:19.5 | that you guys take time out to listen to us and certainly not to take time out to leave a rating |
... |
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