SI143: How Decentralised Is Bitcoin? ft. Eric Crittenden

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 7 June 2021

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Special guest Eric Crittenden returns to the show today to discuss the fallacies of the typical 60/40 portfolio, the Federal Reserve’s recent decision to begin tightening fiscal policy, Eric’s last appearance on the show which was at the March 2020 stock market bottom, different speeds of Trend Following, why stable returns doesn’t always equate to low risk, the difficulty in being comfortable with doing the opposite of what we’re wired to do, how managed futures can help investor’s portfolios, negative interest rates and flight out of fixed income, what could Trend Following bring to the crypto space, and changing the narrative around Trend Following.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

The misconceptions around the safety & profitability of a typical 60/40 portfolio
The recent Federal Reserve decision to tighten fiscal policy
Eric's last appearance on the show, which was at the exact bottom of the 2020 market crash
The varying speeds of Trend Following
Why low-volatility returns may not mean that a strategy isn't risky
Overcoming behavioural biases
Managed futures as a great benefit to investor's portfolios
The flight out of fixed income
Why crypto investors could benefit from Trend Following
Changing the narrative around Trend Following

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 - Intro

01:59 - Macro recap from Niels

03:22 - Weekly review of returns

10:41 - What could Trend Following bring to the crypto space?

16:36 - How can CTAs change the narrative around investing so that they are included in the...

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
0:11.0	dependable and consistent yet often overlooked investment strategy.
0:15.1	Welcome to the Systematic Investor podcast series.
0:22.5	Welcome and welcome back to this week's edition of the Systematic Investor series with
0:26.5	Eric Crittenden and I, Neil's Castoblaston, where each week we take the pulse of the global
0:31.6	market through the lens of a rules-based investor.
0:34.7	If you're new to the show, let me start by saying thank you for checking it out.
0:38.8	I truly hope you find it to be different and thought-provoking and that it will spark your
0:45.4	curiosity to check out the back catalog and listen to past episodes that you may have missed,
0:50.6	like the conversation from a couple of days ago with Jason Buck, which I thought was
0:55.2	jam-packed with great insights from the world of volatility, as well as how we can think about
1:00.9	building a more bulletproof portfolio, something that Eric and I will also touch on today.
1:08.0	As you know, the aim of the podcast is to democratize the hedge fund CTA or
1:13.1	quant investment world, whatever you prefer to call it. And if you want to be part of this journey,
1:18.5	what we ask of you is that if you can comment, if you can share these episodes, if you can
1:24.0	rate and review them in iTunes, we greatly appreciate it.
1:27.9	And this way, we can see that you're getting some value from our time and dedication each week to create these episodes.
1:35.3	And as long as that continues, we will, of course, continue to do them.
1:39.8	So with all that said, Eric, it's fantastic to have you back on the show. It's been way too long.
1:47.2	How are you doing? And more importantly, how things where you are today?
1:50.8	Glad to be back, Neil's doing great. I have nothing to complain about. And I'm looking forward
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.