TTU105: The Many Flavors of Trend Following ft. Niels Kaastrup-Larsen of DUNN Capital (Europe)

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 9 July 2018

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We’re changing things up on today’s episode of the podcast: we have with us Frank Conway from the Economic Rockstar Podcast interviewing Niels about trend following strategies, asset allocation, and more. Listen in to find out what changes need to be made in the trend following space, the importance and benefits of your asset allocation when it comes to your investments, and new publications that can take you farther in mastering trend following and managed futures.

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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:

Why Niels has worked hard to keep his explanation of trend following as simple as possible
Why at the end of the day, all investors are trend followers
What really sets one trend follower apart from another
How trend following techniques have evolved over time
What traits Niels sees in the company he works with as most important in their 40+ year success
The challenges and difficulties of trend following
Why trying to do it yourself in trend following can hurt rather than help
Why successfully executing a trend following strategy is not something that Niels believes everybody can or should do
Why despite their successes, many trend followers feel an embarrassment in showing their track records
How the right asset allocation can build safer and better performing portfolios
Why it’s important to have “skin in the game” as an investment manager
The importance of COI versus ROI
What Niels thinks of cryptocurrencies and how it relates to trend following
Why DUNN Capital trades the VIX and its importance in their portfolio
What inspired Niels to write his recent books on trend following and managed futures
The purpose behind Niels outreach, whether it’s podcasts, books, newsletters, or anything else
What Niels hopes people will get out of his books

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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]

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Transcript

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0:00.0	Imagine spending an hour with the world's greatest traders.
0:05.6	Imagine learning from their experiences, their successes, and their failures.
0:10.1	Imagine no more.
0:11.9	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
0:17.9	so you can take your manager, due diligence, or investment career
0:21.3	to the next level. Before we begin today's conversation, remember to keep two things in mind.
0:26.8	All the discussion we'll have about investment performance is about the past, and past
0:31.0	performance does not guarantee or even infer anything about future performance. Also understand
0:36.2	that there's a significant risk of financial loss
0:38.4	with all investment strategies, and you need to request and understand the specific risks from
0:43.4	the investment manager about their product before you make investment decisions.
0:47.6	Here's your host, veteran hedge fund manager, Neals Kostrup Larson.
0:58.6	Welcome back to Top Traders on Plot.
1:01.0	My name is Niels Kastro Blasen,
1:05.5	and I'm recording this introduction to today's episode,
1:08.3	and you'll notice it's a little bit different from my normal introductions,
1:10.6	and there's a reason for different from my normal introductions.
1:11.9	And there's a reason for that.
1:19.2	The reason is that today's episode will be different from the usual episodes you come to expect from top traders on block.
1:21.6	Because normally, as you know, I tend to get a really great guest on the show to share their expertise and where we can put the focus fairly and squarely on their experience and their history inside the investment world.
1:39.8	But today it's actually me who will be the guest.
1:45.0	Now, what happened was that a podcast called Economic Rockstar, where Frank Conway has built a really great set of interviews over the last four years.
	...

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