Top Traders Unplugged16 Helmi 2020

SI75: Morgan Housel on history being a bad guide for the future

On today’s show, we discuss Morgan Housel’s recent article on history & historians generally being a bad guide for the future, the popularity of negative predictions, social media as a gauge for current market conditions, the limits of trading indexes versus diversified individual stocks, why following price may be more important than just committing to a bullish or bearish position, and Meb Faber’s recent interview with Tim Hayes, who talked about the dangers of non-price-based indicators.

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

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Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

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Episode TimeStamps:

00:00 – Intro

01:12 – Macro recap from Niels

02:59 – Weekly review of performance

05:23 – Top Tweets

34:12 – Michael; Question 1: Would avoiding all S&P500 stocks improve a Trend Following system?

36:57 – Chris; Question 2: Can you explain the term ‘Vol Targeting’?

43:40 – Adrian: Question 3: What recent client requests have you refused to accommodate, when it comes to altering either your strategies, or your business?

53:31 – Francois; Comment related to recent episodes where we discussed Trend Following on equities

57:24 – Benchmark performance update

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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 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

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Jaksot(948)

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