SI263: Changes aren't permanent, but change is ft. Mark Rzepczynski

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 30 September 2023

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Q3 is behind us, and we take stock of how is the trend following industry holding up? Is passthrough fees becoming a problem for investors in the multi-strategy space? Do we still have a bubble economy? Have we lost our imagination of what can happen in the economy? And why is it important to understand psychology when building models? Join us for this fascinating conversation with Mark Rzepczynski where we discuss this, and much more.

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Episode TimeStamps:

01:09 - What's on Mark's radar righ now?

07:25 - Multi-strategies and passthrough fees

19:13 - Industry performance update

22:28 - How is the industry holding up?

25:47 - Big moves in the commodity space

28:55 - Performance numbers

30:02 - The more things change, the more they stay the same

41:04 - Imagine the unimaginable

46:42 - How psychology impacts markets

53:45 - When and when not to be a trend follower

59:49 - A chronological snobbery?

01:04:03 - Important announcement

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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...

Transcript

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0:00.0	You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing and learn about the most dependable and consistent yet often overlooked investment strategy.
0:13.2	Welcome to the Systematic Investor Series.
0:26.5	Welcome, welcome, welcome back to this week's edition of the Systematic Investors with Mark Rezsonski and I, Neil's Castro Blaston, where each week we take the pulse of the global
0:31.8	market through the lens of a rules-based investor. Mark, it is wonderful to be back with you this week. How are you doing
0:38.7	over there? Very good. It's starting to become fall foliage season here in New England,
0:45.0	so we get some beautiful colors. We've had a wet late summer, early fall, so we haven't seen as
0:52.5	much colors yet. It's maybe a little bit late,
0:54.4	but I always look forward to this time of year.
0:57.2	No, absolutely.
0:57.8	I'm actually heading kind of in your direction next week,
1:00.9	but a little bit further north,
1:02.9	and I'll be interested to see how the autumn is playing out over there.
1:09.7	Speaking of themes that are playing out, Mark, as usual,
1:12.8	I'd love to hear before we dive into all of the nitty-gritty,
1:16.4	all the great topics that you brought along that we're going to discuss and debate.
1:21.2	I'd love to hear what's been on your radar since we last speak or spoke.
1:26.0	Well, there's sometimes different phrases stick in my mind, you know, that you see in
1:31.2	your reading.
1:31.8	And the one that has really captured my attention for the last two months and has been
1:37.6	rattling around in my brain is the comment that changes are not permanent, change is.
1:45.2	So, and I think that we'll talk about like what's going on in the world,
1:48.8	but it's something to really think about that any change is not permanent, but change is.
	...

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