Top Traders Unplugged10 Huhti 2023

TTU142: The Contrarian ft. Roy Niederhoffer, President of R.G. Niederhoffer Capital Management

Buckle up for a fascinating conversation with Roy Niederhoffer, President of R.G. Niederhoffer Capital Management, as he shares insights on managing a billion USD through short-term trading. Discover why he's chosen this approach and how he's overcome its challenges. You'll also gain valuable insights on human biases surrounding the Sharpe Ratio, the impact of an inverted yield curve on longer-term trend following strategies, and why Roy "has PTSD" from investing in the stock market. Dive deep into the drivers of short-term trading and learn why thinking like a trader is key to successful research. Plus, Roy offers a cautionary note on the dangers of machine learning. Don't miss this illuminating conversation!

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

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Learn more about R.G. Niederhoffer Capital Management.

Episode Timestamps:

02:16 - Introduction to R.G. Niederhoff Capital Management

03:46 - Their investment philosophy

10:00 - A period of challenges

13:26 - Believing in change

15:45 - Who's Sharpe should we be concerned about?

23:02 - Looking back in time

30:42 - The role of short-term trading

38:56 - What drives short-term trading?

42:47 - Being smart with execution

46:09 - Dealing with the downsides

53:53 - Studying the markets

55:49 - The dangers of machine learning

58:41 - Capacity and liquidity in short-term strategies

01:05:33 - Short-term trading disagreements

01:08:00 - Thanks for listening

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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(930)

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