SI167: The Road to Profits is Bumpy ft. Jerry Parker
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 22 November 2021
⏱️ 64 minutes
🧾️ Download transcript
Summary
Jerry Parker joins us today to discuss trading single stocks while maintaining a systematic approach, the benefits of trading a broad universe of assets, how investors naturally gravitate toward strategies with lesser returns, but hidden risks, why you need volatility in order to gain maximum returns, what to do with dividends as a Trend Follower, and diversifying Trend Following models versus diversifying look-back periods.
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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:
- A systematic approach to trading single stocks
- Why you should trade a broad universe of assets
- Why the best thing to do is often the hardest thing to do as investors
- Why volatility is our friend, especially when it's directional
- How to manage dividends as a Trend Following trader
- The best methods of diversification
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Episode TimeStamps:
00:00 - Intro
01:41 - 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 iTunes02:03 - Macro recap from Niels
03:10 - Weekly review of returns
06:44 - Q1; Robert: How does Jerry select his single stocks to trade?
16:27 - Q2; Brian: What does Jerry do with the dividends from the singles stocks he trades?
20:20 - Discussion on recent New York Times article, ‘The Risk-Return Trade-Off Is Phony’
31:34 - Trend Following and asset selection
37:40 - Why the right thing to do is often the hardest thing to do
45:36 - The need for asymmetry rather than low-volatility
48:48 - Diversifying Trend Following models versus diversifying TF look-back periods
57:57 - How Trend Following thrives during inflationary environments
01:01:10 - Benchmark performance update
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 Nealz 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. |
| 0:23.2 | Welcome all welcome back to this week's edition of the Systematic Investor series |
| 0:26.5 | with Jerry Parker and me, Nils Kassel Blasen, where each week we take the pulse of the global |
| 0:30.5 | market through the lens of a rules-based investor. |
| 0:33.3 | Now, for those of you who are regular business, our conversations are intended for you to learn and grow as rules-based investors. |
| 0:39.8 | And if you're new to the show, we hope that today's episode will trigger your curiosity to check back the catalog and listen to past episodes that you may have missed. |
| 0:47.9 | Like last week's episode with Harry, where we discussed how investors can best protect their portfolios against three different types of equity |
| 0:55.0 | market drawdowns using trend following and volatility strategies, which I encourage you to go |
| 1:00.0 | and check out if you missed it, not least because Harris is great at explaining some of these |
| 1:04.6 | complex issues in a very clear and straightforward way. |
| 1:08.5 | Just like you, Jerry, how are you doing? |
| 1:10.5 | Good to have you back today. |
| 1:12.0 | Hey, Niels. Good to see you. Glad to be here. Thanks for having me. I'm doing well. It's 10 a.m. |
| 1:18.9 | Eastern, so I, at first as our usual, 7 a.m. So I'm ready to go. You don't know what you're |
| 1:25.6 | going to get today because you don't have me all tired and trying to stay awake by the coffee. |
| 1:31.3 | Which, by the way, is in a big uptrend. |
| 1:33.9 | So I'm happy about that. |
| 1:35.2 | Yeah, by the way, that is true. |
| 1:36.5 | Yes, no, it'll be exciting to see you on the loose, so to speak. |
| 1:40.9 | For all of you listening, as I often say, if you love the podcast, please get someone |
| 1:45.2 | else to listen. We certainly appreciate your support. Now, today, Jerry and I, we as mentioned, |
... |
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