SI334: Why Quants Might Be Your Best Bet ft. Nick Baltas

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 8 February 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Together with Nick Baltas, we're diving deep into systematic investing to discuss why strategies like trend following is a hidden gem in the current (crazy) economic and geo-political landscape. We touch on recent trends, the implications of AI in investing, and how these dynamics can impact our portfolios. We also discuss the costs of rebalancing and the potential pitfalls when it comes to fixed-weight portfolios, how the trust in the financial system and economic data is starting to fade rapidly and much more. Stay tuned, there is a lot to unpack.

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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:

01:40 - What has caught our attention recently?

05:26 - A mini crash in the crypto space

11:24 - Breath vs Size of Crypto Investors

14:24 - The US Fixed Income policy is changing

16:07 - Industry performance update

19:21 - Reviewing current trends in 2025

23:46 - How people react to trend following as a defensive strategy

28:51 - What are the most popular risk mitigation strategies?

30:53 - An alternative way of allocating away from bonds and into "safe" equities

38:13 - The trust in the system is fading...rapidly

46:53 - Why price might be more accurate when using trend following

49:42 - The unintended impact of rebalancing

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment

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 and welcome back to this week's edition of the Systematic Investor series with Nick Baltas and I, Neil's Castlelaston, where each week we take the pulse of the global
0:30.7	market through the lens of a rules-based investor. And let me also say a warm welcome.
0:36.3	If today is the first time you're joining us. And if someone who
0:39.7	cares about you and your portfolio recommended that you tune into the podcast, I would like to say
0:45.6	a big thank you for sharing this episode with your friends and colleagues. It really means a lot to
0:51.4	us. Nick, it is great to be back with you.
0:54.7	It's been a while, actually.
0:55.9	It feels like, have you been?
0:58.0	Hey, Niels.
0:58.6	I'm glad to be back.
1:00.0	I think last time was the, I guess, the group chat we had before Christmas with the rest of the crew.
1:05.0	It's been well.
1:06.4	It's already February.
1:07.7	It's been quite an eventful month, I should say. So I've been doing well, primarily in London, spending time with kids and busy at work,
1:15.2	flying off to Barcelona over the weekend for the EQD event.
1:18.8	And again, the travel season starts, as I believe has already done for you.
1:22.7	It has indeed, absolutely.
1:25.2	But good to hear that you're well. We've got a very wide-ranging lineup of topics
1:31.3	today, and it's going to be a little bit loose because I know both of us have been having a very
1:35.5	busy time, but I'm sure we'll be able to tackle quite a few interesting topics and nevertheless.
	...

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