TTU107: The Bright Future of Trend Following ft. Jean Jacques Duhot of Arctic Blue Capital – 2of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 25 October 2018

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Moritz Seibert and I continue our conversation with Jean Jacques Duhot and further discuss his contrarian and multi-part model, how his management company has stayed lean, and how the due diligence of investors and managers has changed the trading space for the better. Listen in to learn the unique properties of Jean Jacques new equities program, what he sees in the future of trend following, and who has influenced him most.

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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 Jean Jacques knows when to change his position in his “all-in” approach
Why Arctic Blue’s acquisition by H2O has been such a positive experience
How H2O is helping Arctic Blue stay lean and focused
What is unique about Arctic Blue’s new equities program
What Jean Jacques defines as risk in his model
What excites and scares Jean Jacques about about the future
The most useful information Jean Jacques has learned about trend following
Why Jean Jacques believes the due diligence of managers by investors is the best it’s been
What books Jean Jacques recommends for anybody in the trend following and investing space
Who influenced Jean Jacques in his journey into trend following

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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]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Jean Jacques on LinkedIn.

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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 have learnt during the more than 3...

Transcript

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0:00.0	It's all about learning and staying on the learning curve.
0:07.0	I think that's maybe also the best lesson you can give to your best advice.
0:11.0	You can give to your children.
0:12.0	I agree.
0:13.0	Because I think there are so many good books around, so many good sources of information.
0:19.0	Welcome back to Top Traders Unplugged, where the
0:22.7	best traders in the world come to share their experiences, their successes, and their failures.
0:28.0	Before we begin today's conversation, remember to keep two things in mind. All the discussion we'll
0:33.1	have about investment performance is about the past, and past performance does not guarantee or even
0:38.5	infer anything about future performance. Also understand that there's a significant risk of
0:43.4	financial loss with all investment strategies, and you need to request and understand the specific
0:48.5	risks from the investment manager about their product before you make investment decisions.
0:53.2	Now let's rejoin the conversation with your host,
0:56.1	veteran hedge fund manager, Niels Kastra Blercim.
1:00.0	I'm not that includes, TAS,
1:04.1	block trade, that I think give you an interesting new dimension
1:09.1	versus the very traditional volume and open interest type of analysis.
1:13.4	Yeah, yeah, absolutely.
1:14.7	So once you've opened a position, you've entered a position with a certain size.
1:19.2	Can that size change or will it only change when you close the position and you get a new signal?
1:24.7	That size can change first, if you get stopped out, naturally, but also if you are reaching
1:32.2	some partial profit taking based on the different scenarios of the expansion of the market,
	...

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