Top Traders Unplugged30 Tammi 2022

SI177: The Value of Price ft. Mark Rzepczynski

Mark Rzepczynski joins us today to discuss how Federal Reserve policy affects the Trend Following environment, the benefits of scaling into and out of positions, Howard Marks’ opinion on the value of price, the factors that drive commodity prices, why typical inflation-hedges may not be as reliable as their reputation implies, how Trend Following is the perfect way to complete your portfolio, and the differences between a ‘trend chaser’ and a trend follower.

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

In this episode, we discuss:

Central bank policies and their effects on Trend Following performance
The benefits of having multiple entries and exits across different timeframes
Howard Marks’ recent thoughts on trading price action only
The status of the commodity markets
Hedges against inflation
Creating the perfect portfolio using Trend Following
Trend Following versus ‘trend chasing’

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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 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 Mark on Twitter.

Episode TimeStamps:

00:00 – Intro

02:05 – A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends:

https://top-traders-unplugged.captivate.fm/listen

02:36 – Macro recap from Niels

06:22 – Weekly review of performance

15:10 – Q1; Zack : Has there been any research into how systematic investing improves ones performance over discretionary investing?

41:24 – Making predictions on commodities and inflation

50:27 – How Fed policy affects the Trend Following environment

01:04:18 – The re-emergence of longer-term terms

01:13:43 – 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(945)

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