SI52: Working with legendary Paul Tudor Jones ft. Peter Borish
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 10 September 2019
⏱️ 82 minutes
🧾️ Download transcript
Summary
In our special Anniversary Edition of the Systematic Investor Podcast, we invite Peter Borish onto the show to discuss the differences between Discretionary and Systematic Investing, Peter’s journey from the New York Federal Reserve to his role at Quad Group, his experience working with Paul Tudor Jones, his opinion on the CTA industry and its current approach to attracting capital, the benefits of having solid business partners during the best and worst of times, the power of Market Cycles, how perception rather reality can affect a client’s judgement, the effectiveness of Trading coaches, and we also get Peter’s opinions on the current state of the markets. We asked Peter many questions this week, including: Where do you draw the line between normal drawdowns, and feeling compelled to change your models? How do you best explain the benefits of a Rules-Based Trading approach to potential clients? What does Quad Group do, and how difficult is it to find new talent? Can the collapse of Passive Index Funds be the main driver behind the next recession?
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Episode TimeStamps:
00:00 – Intro
01:20- Weekly review of performance
05:30 – Voicemail from Jim
07:20 – Peter Borish journey
11:10 – Moritz: What sparked your interest in trading?
12:50 – Jerry: What are your opinions on me/CTAs and the evolution/future of the industry?
18:00 – Niels: Can you comment on Tony Robbins coaching Paul Tudor Jones?
22:20 – Niels: Do systematic traders need coaches?
29:40 – Moritz: How do you balance sticking to a system vs...
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're about to join Jerry Parker, Moritz Siebert, and Nealz Kastrup Larson on their raw and honest |
| 0:07.2 | journey into the world of systematic investing and learn about the most dependable and consistent |
| 0:12.3 | yet often overlooked investment strategy. Welcome to the Systematic Investor podcast series. |
| 0:19.8 | Jerry Parker, Moritz Siebert, and I, Nielszalsalsalser, are back with this week's edition |
| 0:24.1 | of the Systematic Investor Series, which is our weekly ongoing raw exploration of the |
| 0:29.8 | world of rules-based investing, and of course, where we also take some of your questions. |
| 0:35.0 | But today we're going to deviate a little bit from our usual format. |
| 0:38.7 | Be a course we are delighted to be joined by a very special guest, |
| 0:41.9 | namely Peter Borish, a true legend in our industry, |
| 0:45.1 | and I'm sure a lot of you are already familiar with Peter. |
| 0:48.7 | So let me start out by saying welcome to you, Peter, welcome to the show. |
| 0:52.5 | With pleasure, thank you. |
| 0:53.7 | It's great to have you here, but of course, as usual, I should also say, good afternoon by saying welcome to you peter welcome to the show with pleasure thank you |
| 0:58.8 | it's great to have you here but of course as usual i should also say good afternoon to you jerry and good evening to you moritz hi yes jerry hello now of course we very much look forward to |
| 1:05.2 | diving into your world peter and you know find out what you've learned over the last few decades from being in the |
| 1:13.6 | trenches. But before we do that, we normally do a quick review of the past week from the lens |
| 1:18.6 | of a trend follower. So perhaps while you have an extra cup of coffee, we'll quickly go through |
| 1:23.8 | some of the highlights from the last week or so. |
| 1:28.3 | We're going to do a quick one, quick review this week, |
| 1:32.3 | just so we have as much time with Peter as possible. |
| 1:36.3 | Now, from my point of view and things that caught my eye, |
| 1:41.3 | I mean, obviously it was a week where I guess there was a little bit in terms of at least |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.