SI168: The Trading Secrets of Trend Followers ft. Mark Rzepczynski
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 28 November 2021
⏱️ 74 minutes
🧾️ Download transcript
Summary
Mark Rzepczynski joins us today to discuss how markets will react to the likely upcoming tapering policies of central banks around the world, how Trend Followers overcome uncertainty, the reasons for and against overriding trading models, the historically optimum balance between bonds, stocks, and Trend Following, how trading non-correlated assets usually results in profitable long-term performance, and why longer-term trading systems tend to achieve the highest returns over time.
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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:
- Overcoming the uncertainty in markets
- When to override your system, if ever
- Balancing between difference asset classes
- The need to trade non-correlated assets
- Why longer-term systems achieve higher win percentages
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Episode TimeStamps:
00:00 – Intro
02:03 – A huge 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
02:26 – Macro recap from Niels
03:50 – Weekly review of performance
09:12 – Q1; Glen: Can you give me some feedback on my equities Trend Following system?
18:00 – Discussion on Central bank tapering
42:15 – Clearing up some of the current discourse around inflation
55:19 – Discussion on overriding models
01:07:52 – Discussion on overriding models
01:11:46 – 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 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 |
| 0:16.8 | podcast series. |
| 0:26.1 | Welcome and welcome back to this week's edition of the Systematic Investor series with Mark Resimpsinski and I, Neil's Kassoblassen, |
| 0:29.0 | where each week we take the pulse of the global markets |
| 0:31.6 | through the lens of a rules-based investor. |
| 0:35.3 | Now, for those of you who are regular listeners, |
| 0:37.2 | our conversations are intended to give you as much of the nurture and encouragement |
| 0:41.2 | as the turtles got back in the 1980s, as Jerry likes to put it. |
| 0:45.3 | And if you're new to the show, we hope that today's episode |
| 0:47.8 | will trigger your curiosity to learn more by diving into the back catalog |
| 0:52.6 | and listen to all of the past episodes that you may |
| 0:55.5 | have missed. Like last week's episode with Jerry, in fact, where he discussed how he selects |
| 1:01.0 | the single stocks he trades in his trend-following portfolio and where we also talked about |
| 1:05.9 | why investors tend to gravitate towards lower return strategies with a lot more hidden risk compared to what we do. |
| 1:13.6 | So if you miss that one, I invite you to go back and listen to it. |
| 1:17.6 | And as Jerry does, actually, he re-listens a few times |
| 1:21.6 | to get all the nuances of the discussion. |
| 1:24.6 | Anyways, Mark, fantastic to see you. |
| 1:27.9 | Great to be back with you this week. |
| 1:29.4 | Happy Thanksgiving. |
... |
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