SI66: Why price is a better guide to higher returns than expert opinion

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 15 December 2019

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this week’s episode, find out why investing in a strategy during a drawdown can be profitable in the long-run, why risk-adjusted performance is more important than tracking against an index, why price is a better guide than expert opinion, if there is a time when you shouldn’t attempt to have uncorrelated securities in your portfolio, and the connections between Trading, statistics, & sports.

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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:

00:00 – Intro

01:21 – Macro recap from Niels

02:57 – Weekly review of performance

06:12 – Top tweets

50:48 – Announcement of podcast guest, Andreas Clenow, in January 2020

51:23 – Question 1: Drew; Should you enter a breakout trade based on an intra-day signal or end of day signal?

56:26 – Benchmark performance update

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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...

Transcript

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0:00.0	You're about to join Jerry Parker, Maritz Seberg, and Nealz Kostrup Larson on their raw and honest
0:07.3	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.
0:19.9	Welcome back to this week's edition of the Systematic Investor Series with Jerry Parker
0:24.5	and I, Niels Kassela Larson, where we do our best to bring you into the world of rules-based
0:29.6	investing by sharing our knowledge and hard-learn lessons over the last few decades, hoping
0:36.1	that you can avoid making some of the mistakes that we did.
0:40.7	So, Jerry, it's just you and me today. So good morning. How are you doing?
0:45.1	I'm doing great. Good morning to you. I hope you've enjoyed your stay in Florida.
0:49.3	Yes, it's funny. We're both, it's early morning, Saturday, we're both stuck in a hotel somewhere in the
0:55.5	States, so yeah, doing our best to get this out to you, the listener. And by the way, if it is
1:03.3	your first time tuning into our conversation, we hope that you will enjoy an hour's of,
1:09.8	you know, hopefully some informative,
1:13.4	but also maybe entertaining content.
1:16.2	At least we'll do our best to deliver just that.
1:20.5	Of course, we're getting close to Christmas, the holidays.
1:24.8	But when I was looking at the markets this week,
1:26.8	it certainly seems to me like
1:28.7	Christmas may have come early in the financial markets. I mean, we had a week where both
1:33.4	quote-unquote a trade deal was signed between the US and China, at least phase one, I think
1:39.9	they call it. And we had a clear election result in the UK. And then of course we have
1:47.8	massive amounts of liquidity still being pumped into the system despite some really strong
	...

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