4.8 • 670 Ratings
🗓️ 23 October 2021
⏱️ 79 minutes
🧾️ Download transcript
This week, Mark Rzepczynski joins us to discuss the Bitcoin ETF and the increasing likeliness that it won’t be banned by the US government, the need for money managers to convey good stories in order to simplify their processes to clients, why having a long track record of success, with one or two scars, is better than a perfect recent history, how Trend Following has been so successful over 6 decades, and how a non-secretive strategy like Trend Following compares to private equity strategies.
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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:
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Episode TimeStamps:
00:00 – Intro
01:54 – A big thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends:
https://top-traders-unplugged.captivate.fm/listen
02:49 – Macro recap from Niels
04:52 – Weekly review of performance
12:33 – Why storylines and narratives matter
52:42 – How effectively communicating what we do can be a challenge in any industry
55:54...
Click on a timestamp to play from that location
0:00.0 | You're about to join Jerry Parker, Maritz Siebert, and Nealz Kostrup Larson on their raw and |
0:06.9 | honest journey into the world of systematic investing and learn about the most dependable and |
0:11.8 | consistent yet often overlooked investment strategy. Welcome to the Systematic Investor podcast series. |
0:21.7 | Welcome all welcome back to this week's edition of the systematic investor series with Mark |
0:26.3 | Rumsinski and I, Neil's Castro-Larsen, where each week we take the pulse of the global |
0:30.9 | market through the lens of a rules-based investor. |
0:34.2 | Now, for those of you who are regular listeners, our conversations are intended to give |
0:38.8 | you as much of the nurture and encouragement as the turtles got back in 1980s, as Jerry likes to put it. |
0:45.7 | And if you're new to the show, we hope that today's episode will trigger your curiosity to |
0:50.5 | learn more by diving into the back catalog and listen to all the past episodes that you may |
0:56.8 | have missed. Like last week's episode with Moritz, where we went quite deep into his portfolio |
1:02.6 | to see where the returns are coming from this year, how much is trend following, how much |
1:07.6 | is spread trading, as well as crypto and newer markets that he's trading |
1:12.1 | so if you miss that one i invite you to go back and listen to it and maybe do as jerry does |
1:18.0 | and that is to re-listen a few times to get all the nuances that we discuss mark fantastic to be back |
1:25.3 | with you this week how How are you doing? |
1:28.4 | How are things where you are? |
1:29.0 | Good. |
1:33.0 | We're heading a height of fall foliage season here in New England. |
1:35.2 | So we've got beautiful colors. |
1:39.0 | It moves, obviously, from the mountains up north and south. So I've been up in New Hampshire, beautiful colors. |
1:42.8 | And it's peaking here in Massachusetts now. So it's a great time of year to be in New Hampshire, beautiful colors, and it's peaking here in Massachusetts now, |
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