SI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 3 May 2020

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today, we discuss comments from Warren Buffett in the recent Berkshire Hathaway shareholders meeting, AQR Capital’s recent research finding pure Trend Following strategies to be a better hedge in bear markets than Options strategies, the oil market & the USO ETF, how commodities are great diversifiers which often outperform equities, how to think about market inefficiencies, and why it’s never too late to invest into Trend Following. If you would like to leave us a voicemail to play on the show, you can do so here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to [email protected] Follow Niels, Jerry, & Moritz on Twitter: @TopTradersLive, @RJparkerjr09, and @MoritzSeibert And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Episode Summary 0:00 - Intro 1:53 - Macro recap from Niels 7:24 - Weekly review of returns 40:38 - Alastair: Questions 1/2/3: How do you pick which month futures contract to trade? Is there any possible alpha in how you roll a futures contract? What is your overall reason for doing what you do in the markets? 52:22 - Top Tweet 53:49 - Performance recap 56:35 - Announcement of next week’s special guest, Nick Leeson Subscribe on:

Transcript

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0:00.0	You're about to join Jerry Parker, Maritz Siebert, 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.
0:22.7	Welcome or welcome back to this week's edition of the Systematic Investor Series,
0:26.5	with more at Cepard and I, Niels Castro-Larsen, where each week we take the pulse on the global
0:31.8	market through the lens of rules-based investing.
0:35.3	For long-term listeners, our conversations are intended to keep you focused
0:39.3	and inspired to continue your trend following journey. And if you're new to the show, we hope
0:44.2	that today's episode will trigger your curiosity to check out the back catalog on all the past
0:50.4	episodes that we have produced and that you may have missed. March, good afternoon. How are you doing today?
0:56.5	Doing really good. Good afternoon, Niels. How are you?
0:59.7	Yes, yes, doing fine things. The sun is back after a week of rain. It feels like here in Switzerland.
1:05.8	So we're, yeah, enjoying a little bit of nicer weather.
1:11.8	Before we get into things, I just want to acknowledge with a shout out to a couple of people,
1:19.1	AGF Hawke and Joe, who both jumped into the iTunes store this week and left a very nice
1:25.9	rating and review.
1:27.3	We highly appreciate this and of course, you know, a big shout out to everyone else who
1:32.0	took time to do so.
1:33.4	I don't check every single iTunes store but we certainly appreciate that and if you want
1:38.7	to help us grow the podcast this is definitely a good way of doing it and you can head
1:43.7	over to TopTraderson on blog.com forward slash review.
1:47.0	And it gives you all the instructions on how to help us out.
	...

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