SI83: Responsible Investing and how to cope with extreme volatility ft. Moritz Seibert

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 12 April 2020

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, we discuss how Trend Following strategies are able to cope with the extra volatility around huge world events, Transtrend’s recent article on responsible investing and why that includes the ability to short a market, the current oil situation, and recent interview appearances by Ray Dalio and Danielle DiMartino Booth. Questions answered this week include: Can Trend Following do well in a hyper inflationary environment? Have you discovered anything new from the 2020 Crash?

Interviews mentioned: Danielle DiMartino Booth on Valuetainment and Ray Dalio on TED

-----

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.

Follow Moritz on Twitter.

Episode TimeStamps:

00:00 – Intro

01:55 – Macro recap from Niels

07:06 – Weekly review of performance

08:09 – Top Tweets

36:58 – Craig: Question 1: Can Trend Following do well in a hyper-inflationary environment?

46:31 – George: Question 2: Have you discovered anything new from the 2020 crash?

53:49 – Benchmark performance update

----

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...

Transcript

Click on a timestamp to play from that location

0:00.0	You're about to join Jerry Parker, Maritz Seabert, and Nealz Kostrup Larson on their raw and honest journey into the world of systematic investing, and learn about the most dependable and consistent yet often overlooked investment strategy.
0:15.1	Welcome to the Systematic Investor podcast series.
0:23.6	Welcome to another edition of the systematic investor series with Moritz Siebert and I, Nealz
0:29.2	Castel Larsen, where each week we take the pulse of the global market through the lens
0:33.4	of a rules-based investor.
0:35.2	For long-term listeners, our conversations are intended to keep you focused and inspired to continue your trend-following journey.
0:42.8	And if you are newer to the show, our hope is that today's episode will trigger your curiosity to check out the back catalog of all of the past episodes that you may have missed.
0:54.0	Good afternoon to you.
0:55.0	Moritz, how are you doing?
0:56.5	Doing great.
0:57.5	Sunny Easter Sunday, Neals.
0:59.0	I hope you're doing fine too.
1:00.5	Yeah, absolutely.
1:01.4	I was just about to say that first things first,
1:04.3	we wanted to wish everyone listening into our conversation today,
1:07.9	a very happy Easter.
1:09.3	We hope you're safe and well, healthy as we go through this unusual time with most of us,
1:17.3	I imagine, in some kind of lockdown situation.
1:22.4	What also seems to be locked down a little bit this week is our technical equipment.
1:26.9	We had actually a guest on.
1:29.3	We've been trying for half an hour to get his equipment to work
1:33.7	so that we could actually hear him without too much static noise.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.