TTU102: What Institutions have Learnt about Investing ft. Nigol Koulajian of Quest Partners – 2of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 24 May 2018

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Katy Kaminski and I continue our conversation with Nigol Koulajian, and discuss if his strategies of working with, around, and doing the opposite of what many investors are doing, has given him any advantages? In this episode, we talk about the risk of research and data affecting the market, why he distrusts in many institutional teachings of finance, and what he is looking forward to this year.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

How savvy investors stay ahead of the curve
Why you need to isolate yourself from the hivemind of mainstream investors
Why those using smart beta have not succeeded recently
Nigol’s opinion on VIX’s impact in and outside the managed futures industry
How Nigol adapts to the changing industry
Why Nigol calls filtering the “holy grail” and how he uses it
The state of institutional and scientific learning of investing
How research into the markets affects their behavior
What opportunities 2018 brings for Nigol and other investors
Why Nigol believes CTA’s are still very useful for managed futures

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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.

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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...

Transcript

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0:00.0	So I'm saying in the VIX, very easy.
0:07.0	I would see even in equities and fixed income, you have the same thing going on.
0:10.0	If you buy the SNP when the realized vol is low, you typically lose money.
0:15.0	When you buy the when they realize voles how you typically make money.
0:18.0	And effectively you can use volatility only as a way to time the S&P
0:23.1	or equity indices, just because of the way people are trading it and the way people are sizing
0:26.6	their positions. Welcome back to Top Traders Unplugged, where the best traders in the world
0:32.6	come to share their experiences, their successes, and their failures. Before we begin today's conversation,
0:38.8	remember to keep two things in mind. All the discussion we'll have about investment performance
0:43.3	is about the past, and past performance does not guarantee or even infer anything about future
0:48.7	performance. Also understand that there's a significant risk of financial loss with all investment
0:53.8	strategies,
0:54.7	and you need to request and understand the specific risks from the investment manager
0:58.9	about their products before you make investment decisions. Now let's rejoin the conversation
1:03.9	with your host, veteran hedge fund manager, Niels Kastra Blerc.
1:09.9	You can trade against it, which is what all those mean reversion models that you see today are, right?
1:17.6	So, I mean, so I think I agree with you, meaning just making sure that I fully understand.
1:25.6	But it's true, and I think it's true as well in the trend following space
1:30.5	that those firm who really find something unique to do,
1:36.5	they could be called a trend follow.
1:37.9	But if they do something unique,
1:39.5	and we see that there are a few of them
	...

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