SI139: How to Beat Unpredictable Markets ft. Moritz Seibert
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 9 May 2021
⏱️ 64 minutes
🧾️ Download transcript
Summary
Moritz Seibert returns to the show today to discuss the Berkshire Hathaway annual general meeting, the possible raise in interest rates by the Federal Reserve, today’s great environment for Trend Following, the unpredictable nature of the markets and future trends, decentralised finance, increasing ESG requirements in the investment industry, the meteoric rise of Lumber prices, new and smaller Bitcoin futures contracts being listed on the CME, thoughts on Ethereum and Ethereum futures, and the possible advantages of being in a Trend Follower in the cryptocurrency space versus the buy & hold speculators.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In this episode, we discuss:
- Berkshire Hathaways's recent annual general meeting
- The likelihood of the Federal Reserve raising interest rates
- How to overcome the unpredictable nature of markets
- Thoughts on De-Fi
- Increasing sustainability requirements of the investment industry
- The newer, smaller futures contracts being listed on the CME
- Trend Following on cryptocurrencies
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Episode TimeStamps:
00:00 - Intro
01:21 - Macro recap from Niels
02:49 - Weekly review of returns
11:02 - The Berkshire Hathaway annual general meeting
26:24 - Why Lumber prices are on the rise
32:44 - New and smaller Bitcoin futures contracts being listed on the CME
36:50 - Ethereum futures
45:46 - Continued outflows from Cathy Wood’s ARKK innovation ETF
46:42 - Q1; John: What is your methodology for selecting which contract month to trade, and when to roll?
52:46 - Q2; Brian: What topics, articles, blogs, podcasts or books do you recommend for somebody who wants to learn about cryptocurrencies as fast and easy as possible?
59:28 - Benchmark performance update
01:00:11 - Recommended listening or reading this week: 'Why the Price of Lumber Has Soared' on the Odd Lots Podcast and Michael Lewis on the Masters in Business Podcast and Tom Basso on Trend Following Radio
Copyright © 2025 – CMC AG – All Rights Reserved
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2. Daily Trend Barometer and Market Score
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're about to join Jerry Parker, Maritz Siebert, and Neil's Kostrup Larson on their |
| 0:06.3 | raw and honest journey into the world of systematic investing and learn about the most dependable |
| 0:11.6 | and consistent 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 |
| 0:25.8 | Moritz Sieber and I, Niels Karst Blasen, where each week we take the pulse of the global |
| 0:29.6 | markets through the lens of a rules-based investor. |
| 0:33.2 | If you're new to the show, let me start by saying welcome with the hope that this episode |
| 0:37.2 | will trigger your curiosity and hunger for learning, |
| 0:40.1 | enough to check out the back catalog and listen to past episodes that you may have missed, |
| 0:45.1 | like last week's episode with Rob, where he had served up a few curveballs for me |
| 0:50.8 | with topics like Tesla Q1 earnings and the Gamma Hammer. |
| 0:55.7 | So that was a super fun conversation that I suggest you check out if you had not already listened to it. |
| 1:01.5 | Mertz, always great to be back with you this week. How are things where you are in Germany? |
| 1:06.1 | Sunny Saturday. All good. Performance is good. Not yet vaccinated, but it seems the country is getting |
| 1:12.7 | out of the worst of that pandemic. So, reasons to be optimistic. Indeed. Sunday Saturday, I like that, |
| 1:19.2 | actually. That's a good, good slogan. What a difference week can make, and I am actually not |
| 1:25.1 | referring to the Gates' divorce here, it is exactly one week |
| 1:29.4 | after Chairman Powell vote that the, after the post-FOMC press conference that the Fed had not |
| 1:35.0 | even begun to discuss raising interest rates that Treasury Secretary and former Fed chair herself, |
| 1:41.2 | Yellen, suggested that the Fed would need to do exactly that. Specifically, |
| 1:45.3 | she said it may be that interest rates will have to rise somewhat to make sure that the economy |
| 1:51.4 | doesn't overheat. And one can certainly imagine that as soon as those comments hit the tape, |
... |
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