SI165: Responsible Investing as a Trend Follower ft. Rob Carver
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 7 November 2021
⏱️ 86 minutes
🧾️ Download transcript
Summary
Rob Carver joins us today to discuss the perception of cryptocurrencies since the new Bitcoin futures ETF was launched, scaling into and out of positions, the possibility of a synthetic Bitcoin supply resulting from the new futures ETF, how to approach climate change and ESG investing as a Trend Follower, ideas for selecting which markets to trade, the benefits and drawbacks of trading single stocks, and how to embrace a creative mindset.
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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:
- The new credibility of cryptocurrencies
- Scaling into positions using various methods
- ESG investing as a Trend Following investor
- How to select the optimum markets to trade
- Trading single stocks
- Embracing creativity as a systematic investor
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Episode TimeStamps:
00:00 - Intro
01:14 - Feel free to share this podcast with like-minded friends using this link:
https://top-traders-unplugged.captivate.fm/listen
and a big thank you to those who have left a rating or review on iTunes03:12 - Macro recap from Niels
06:45 - Weekly review of returns
15:04 - Niels: Has your opinion of cryptocurrencies changed since the launch of the new Bitcoin futures ETF was announced?
20:04 - Q1; Adam: What is your advice for scaling into positions?
28:18 - Q2; Brendan: Do Bitcoin cash-settled futures create a synthetic Bitcoin supply?
36:08 - How should futures traders approach climate change?
49:03 - Choosing which markets to trade
01:04:05 - Q3 & Q4; Michael: What are the benefits and drawbacks to trading single stocks? How do you come up with new ideas?
01:16:45 - Factor investing and thoughts on longer-term momentum strategies
01:21:46 - Benchmark performance update
01:23:02 - Next week, special guest Hari Krishnan joins us on the show
Copyright © 2025 – CMC AG – All Rights Reserved
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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
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 raw and honest journey into the world of systematic investing and learn about the most dependable and consistent yet often overlooked investment strategy. |
| 0:15.1 | Welcome to the Systematic Investor podcast series. |
| 0:22.5 | Hey, everyone. Welcome, welcome back to this week's edition of the Systematic Investor |
| 0:26.6 | series with Rob Carver and I, Neil's Cars of Larsson, where each week we take the |
| 0:30.9 | pulse of the global market through the lens of a rules-based investor. |
| 0:36.1 | Now, if you're new to the show, let me start by saying welcome, with the hope that today's |
| 0:40.2 | episode will trigger your curiosity and hunger for learning, enough to check out the back |
| 0:44.7 | catalog and listen to past episodes that you may have missed, like my conversation with Rich |
| 0:49.8 | last week, where we discussed the eighth wonder of the world, also known as compounding, |
| 0:54.6 | and why trend following is particularly good at benefiting from the fact that money makes |
| 0:59.5 | and the money that money makes makes money. |
| 1:02.8 | So if you missed that episode, I invite you to check this out as well as, by the way, |
| 1:08.0 | episode two in our new series on volatility, which was released on Wednesday. |
| 1:14.9 | As you may know, the aim of the podcast is to democratize the hedge fund CTA or quant investment world, |
| 1:21.3 | whatever you prefer to call it. And if you want to be part of our community and this journey, |
| 1:26.2 | what we ask of you is that if you can comment, |
| 1:30.1 | if you can send us your question, if you can share these episodes and not least if you can |
| 1:34.8 | rate and review them in iTunes, we would greatly appreciate it. |
| 1:38.7 | As this is the way for us to see that you get some value from our time and dedication each week to create these |
| 1:45.6 | episodes. And as long as that continues, we will continue to do them, of course. |
| 1:50.0 | Rob, great to be back with you this week after an interesting month of October, I will say, |
| 1:56.0 | and also an interesting start to November, especially if you're in the fixed income markets |
... |
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