TTU106: The Value of Being a Contrarian Trader ft. Jean Jacques Duhot of Arctic Blue Capital – 1of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 19 October 2018

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today I’m joined by my co-host Moritz Seibert to speak with Jean Jacques Duhot, the Chief Investment Officer at Arctic Blue Capital. Jean Jacques’s observations of different discretionary trading teams has given him valuable insight into a variety of trading methods and has allowed him to develop a unique multi-part model that utilizes the role of a contrarian mindset to great success. Listen in to today’s episode to learn about the beginnings of Arctic Blue Capital, how Jean Jacques developed his multi-part model, and how he tested it using a specifically “agnostic” outlook.

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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 Arctic Blue Capital got it’s start
What influenced Jean Jacques in how he developed his unique “contrarian” trend following system
How Jean Jacques shaped his multi-part trend-following model
Who the three different types of traders are in his model
Why Jean Jacques took a more “agnostic” outlook when he tested his model
The reason why using a relatively small portfolio of markets benefits Jean Jacques’s model
Why Jean Jacques prefers ETF over the futures markets
How VIX can act as a warning signal
Why going in full on a new signal works for Jean Jacques

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Transcript

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0:00.0	As human being, those part of the trend tend to last quite longer than expected.
0:10.1	When we think about US equities, who would have told us in 2012 or 13, that would be in a nine years long expansion,
0:17.2	would have been the first to doubt about it.
0:19.4	And at a point, therefore, we don't want to be too reactive in terms of money management.
0:26.5	We want to stay in for the longest possible part of that convergent phase.
0:33.4	Imagine spending an hour with the world's greatest traders.
0:37.2	Imagine learning from their experiences, their successes, their successes, and their failures.
0:41.6	Imagine no more.
0:43.5	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
0:49.6	so you can take your manager, due diligence, or investment career to the next level.
0:55.0	Before we begin today's conversation, remember to keep two things in mind. All the discussion we'll have about
0:59.7	investment performance is about the past, and past performance does not guarantee or even
1:04.5	infer anything about future performance. Also understand that there's a significant risk of
1:09.2	financial loss with all investment strategies,
1:11.7	and you need to request and understand the specific risks from the investment manager about
1:16.2	their product before you make investment decisions.
1:19.1	Here's your host, veteran hedge fund manager, Nealz Kostrup Larson.
1:27.4	Hey everyone and welcome to another edition of Top Traders on Plot
1:31.0	where today my co-host, Moritz Siebert and I are joined by Jean-Jacques Duol,
1:36.1	who is the founder and CEO at Arctic Blue,
1:39.3	which is part of the $15 plus H2O asset management group.
1:44.4	Now, JJ, thanks so much for coming on the podcast with Moritz and me today.
	...

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