TIP308: Trend Following Investing w/ Niels Kaastrup-Larsen (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 2 August 2020

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Niels Kaastrup-Larsen implemented a trend following approach to investing. Through this episode, we discuss the specifics of this style of investing and how it’s so different than all the other styles we’ve ever covered in the past. IN THIS EPISODE, YOU’LL LEARN: Why should you have trend following in a diversified portfolio? Why trend following and value investing complement each other well. How to follow a rule-based strategy and when you should change your rules. Why the best trend following sector is commodities. Why trend following is interesting at this point in time of the interest rate cycle. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Niels Kaastrup-Larsen's free guide and free book about trend following. Listen to Niels Kaastrup-Larsen’s popular podcast, Top Traders Unplugged. Niels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollar. How much DUNN Capital has outperformed the S&P500 since 1974. CME group white paper Lintner Revisited. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. 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Transcript

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0:00.0	You're listening to TI-P.
0:03.0	On today's show, we have a veteran of the finance industry, Mr. Neal's Co-Strip Larson.
0:07.5	Neal's has been part of the hedge fund industry for more than 25 years,
0:11.0	and throughout that period of time, he's implemented a trend following approach to investing.
0:15.0	Through this episode, we discussed the specifics of this style of investing,
0:18.0	and how it's so different than all the other styles we've ever covered in the past.
0:22.0	So without further ado, here's our interview with Neal's.
0:26.0	You are listening to the Investors Podcast.
0:30.0	Where we study the financial markets and read the books that influence self-made billionaires the most.
0:37.0	We keep you informed and prepared for the unexpected.
0:49.0	Welcome to the Investors Podcast.
0:51.0	Last, I'm your host, Dick Brodersen, and as always, I'm here with my co-host Preston Pish.
0:56.0	Today, we also have Neal's Co-Strip Larson with us.
0:59.0	Neal's, thank you so much for joining us today.
1:02.0	Thanks for having me. It's great to be here.
1:05.0	So, Neal's, I wanted to start the episode off with a story that I think is very telling
1:11.0	whenever it comes to today's topic of trading and trend following.
1:15.0	You're one of the few people who has interviewed the famous commodity trader Richard Dennis.
1:21.0	And to set this scene for the interview, could you please tell the audience more about who Richard Dennis is?
1:27.0	And specifically, the legendary story of his turtles.
1:31.0	So Richard Dennis is a legendary future trader who worked in the pits of Chicago back in the 1970s, 1980s,
1:40.0	and who reportedly turned a few thousand dollars into two hundred million dollars over a decade or so.
	...

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