Top Traders Unplugged22 Syys 2014

TTU33: Options Trading: A Dangerous Animal? ft. Luc Van Hof of Capital Hedge – 1of2

Our next guest worked for the European Commission before starting his own firm. In an unusual career twist, he sold his company to a larger firm only to buy it back from them a few years later and had to start from scratch. Learn about his aversion to risk, his short term trading strategies, and his interesting past as one of the fastest readers in the world.

-----

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

In This Episode, You’ll Learn:

About Luc’s time working for the treasuring of the European Commission starting in 1985.
How he learned about Options trading before many people were doing.
About his years working for Bankers Trust in London and Morgan Stanley as a trader and how those experiences influenced his career later.
How he started Analytic Investment Management (AIM), doing options trading.
How he acquired his first clients.
Why he got started trading currencies.
About the early days of trading and the physically demanding work before computers took over.
How his attendance at conferences, getting invited to speak on panels, and other speaking engagement led to the sale of his company.
About the selling of AIM to Trobico in 2006 and why trobico bought his firm.
How he ended up buying his company back from Trobico in 2010 after management changes caused them to shut down everything in the alternative investment space.
About the different products that Capital Hedge provides.
How he had to start from scratch, getting all new investments after buying his firm back.
Where he is now – advising $200 Million US dollars, mainly in his DPI program.
How he is one of the fasted readers in the world, and how he learned to speed-read from a class he took in the Netherlands.
How he convinces institutional investors that a 2-3 person company is enough to manage the investments they have, and how technology has changed the game from needing a staff of 25 to needing just 2.
How small managers need to describe what they do, and why they might not want a multibillion-under-management hedge fund.
How investors should look at a track record of a firm and why that doesn’t necessarily mean good returns in the future.
Why investors should see the latest test of what the firm is currently running rather than worry too much about the historic model results.
How Luc trades and develops his systems, and how he looks for patters in the market.
How to avoid model decay and avoid the risk when the model will stop working in the future.

-----

Resources & Links Mentioned in this Episode:

Learn about the European Commission.
More about Bankers Trust.

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 info@toptradersunplugged.com

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 Luc Van Hof on Linkedin.

----

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 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(965)

SI417: What Happens When AI Starts Trading the Markets ft. Rob Carver

Niels Kaastrup-Larsen and Rob Carver discuss a market that feels unusually calm despite growing pressure beneath the surface. They look at rising concerns around government debt and bond yields, recen...

12 Syys 1h 8min

GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein

Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parallels with the 1990s productivity boom may be mislead...

9 Syys 1h 2min

SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git

Niels Kaastrup-Larsen and Yoav Git examine why trend following continues to endure despite decades of changing markets and persistent skepticism. They revisit AQR’s 137-year study of trend following, ...

5 Syys 1h 14min

GM106: What Happens When the Debt Finally Matters ft. Marvin Barth

Marvin Barth joins Niels Kaastrup-Larsen and Cem Karsan for a wide-ranging debate about the Fed, inflation and the growing pressures on the US economy. Barth argues that central bankers have become to...

2 Syys 1h 24min

SI415: Maybe This Is Just What Normal Markets Look Like ft. Alan Dunne

Niels Kaastrup-Larsen and Alan Dunne examine how a changing macro regime is reshaping markets and the role of trend following. They discuss unusual U.S. intervention in the yen, mounting sensitivity a...

29 Elo 1h 6min

IL52: Why Staying Calm Is the Ultimate Investing Edge ft. David Booth

In today’s episode we talk with a pioneer of modern asset management, Dimensional Fund Advisors founder David Booth. David founded Dimensional in 1981 and it has since grown to over $1 trillion in ass...

26 Elo 47min

SI414: The Hidden Risks Beneath the Treasury Market ft. Mark Rzepczynski

Niels Kaastrup-Larsen and Mark Rzepczynski examine the warning signs emerging beneath seemingly calm markets, from extreme single-stock moves and commodity shortages to growing strains in the U.S. Tre...

22 Elo 1h 14min

ALO38: Why the Old Rules of Diversification Are Changing ft. Mike Pyle

Alan Dunne is joined by Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group, to explore how a supply-driven world is reshaping markets and portfolio construction. They discuss the transit...

19 Elo 1h 4min