SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 13 April 2024

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, we are joined by Richard Brennan to discuss why now is the time to step up your trend following allocation. Rich challenges Andrew Beer’s conclusion that a 3% allocation to trend following is the sweet spot and explains why he believes the trend following industry should simplify its narrative and quit the fancy “jargon”. We also discuss what defines a trend follower and why we may be losing the incentive to keep improving as trend followers, new research on the impact of crises and much more.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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Episode TimeStamps:

02:08 - What has been on our radar recently?

08:33 - Industry performance update

16:02 - What is the optimal allocation to trend following?

24:02 - Do trend followers have fiduciary responsibility?

27:09 - Why is Andrew Beer having trouble with his trend following allocation?

31:30 - Are we moving too far away from the classic trend following?

37:21 - What does it take to call yourself a trend follower?

42:01 - Discussing Corey Hoffstein's approach

46:44 - What about the fees?

50:34 - Are we losing the incentive to improve?

58:45 - The impact of crises

01:07:11 - Sign up for our new newsletter

01:08:26 - What is up for next week?

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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
0:07.2	and learn about the most dependable and consistent yet often overlooked investment strategy.
0:13.2	Welcome to the Systematic Investor Series.
0:26.9	Welcome and welcome back to this week's edition of the Systematic Investor series with Richard Brennan and I, Neil's Castro-Larsen, where each week we take the pulse of the global market
0:31.2	through the lens of a rules-based investor. Rich, it's great to be back with you this week,
0:42.6	almost in the same time zone, but still, how are you doing down under?
0:45.4	Since I'm on equator, you're still down under for me.
0:47.6	Well, welcome to the southern hemisphere, Neels.
0:49.0	It's great to have you here.
0:50.7	I hope you're enjoying the weather.
0:57.0	So over here, we're just starting to get the cold snap starting to come in.
1:03.3	So I've had a very extended summer. And now we're sort of going into the colder climb. So the mornings are starting to get a bit chillier. So, but the good thing is where I am located,
1:08.1	which is sort of close to what they call the Tropic of Capricorn,
1:12.5	it's beautiful weather. It's more like, I suppose, southern US around Georgia, that sort of
1:18.9	stuff, that, that sort of weather. It's got a bit of humidity in the air, and it's always very
1:23.9	pleasant. So this is probably our best time of year for where I am in Queensland.
1:29.1	But you'd be enjoying Singapore.
1:31.5	So is it fairly hot over there?
1:34.0	It's always hot here.
1:35.7	And actually, and this is the funny part, Richard.
1:38.1	So when I arrived here like a week ago, people were telling me that at the moment it's unusually
1:43.6	hot.
	...

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