SI342: From Trend Following to Super Determinism ft. Richard Brennan

SI342: From Trend Following to Super Determinism ft. Richard Brennan

Together with Richard Brennan, we’ll explore how current market uncertainties are shaping investor sentiment and prompting a massive shift in how we think about financial systems. As we navigate through some heavy topics, we also touch on the importance of maintaining a disciplined approach in a world where noise can easily drown out the signals. Expect insights on the evolving landscape of trading, where we emphasize the necessity of aligning with processes rather than predictions. Join us as we unpack these ideas and their implications for both our trading philosophy and our understanding of the market dynamics at play.

-----

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

-----


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 Portfoliohere.

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 Rich on Twitter.

Episode TimeStamps:

02:24 - What has caught our attention recently?

12:58 - The damage of leveraged ETF products

15:38 - Reflecting on the trend following performance of Q1

25:18 - Industry performance numbers

26:42 - Super determinism - how it impacts our trading

41:59 - The relationship between science, trend following and the universe

55:36 - Understanding complex adaptive systems as a trend follower

01:13:36 - What is up for next week?

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

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

Jaksot(929)

TTU73: He sees Dow Jones going to 32,000 ft. Mahendra Sharma of Financial Astrology – 1of2

TTU73: He sees Dow Jones going to 32,000 ft. Mahendra Sharma of Financial Astrology – 1of2

Welcome to an episode of Top Trader’s Unplugged unlike any other. We take a break from interviews with hedge fund managers and invite you into the fascinating world of financial astrology. Mahendra Sh...

21 Helmi 20151h 12min

TTU72: Adding Value to Your System ft. Mike Shell of Shell Capital Management – 2of2

TTU72: Adding Value to Your System ft. Mike Shell of Shell Capital Management – 2of2

In the second part of our talk with Mike Shell, we delve into the specifics of his program and why most of his clients have 100% of their investments with his firm. He discusses backtesting, risk mana...

12 Helmi 20151h 11min

TTU71: Why You Don’t Want Symmetry in Investing ft. Mike Shell of Shell Capital Management – 1of2

TTU71: Why You Don’t Want Symmetry in Investing ft. Mike Shell of Shell Capital Management – 1of2

Most trend following firms have clients that invest somewhere between 2 and 20% of their portfolio with that firm, but Mike Shell’s firm is different. His strategy is tailored to a specific customer, ...

9 Helmi 20151h 10min

TTU70: Market Intervention & The Effect on Trend Following ft. Marc Malek of Conquest Capital Group

TTU70: Market Intervention & The Effect on Trend Following ft. Marc Malek of Conquest Capital Group

In this year-end review, Marc Malek explains why intervention in the markets affects trend following, but also why trend following strategies are not long volatility strategies. He discusses 2014 from...

5 Helmi 201536min

TTU69: Staying Agnostic in Your Allocation ft. Martin Lueck of Aspect Capital

TTU69: Staying Agnostic in Your Allocation ft. Martin Lueck of Aspect Capital

This year in review covers how Aspect Capital came out of 2014 with their best year ever as a company, and what they learned from the year. Martin Lueck discusses the events that made 2014 a roller co...

4 Helmi 201535min

TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they made to their program as well as the recent Swiss Fr...

1 Helmi 201527min

TTU67: Institutional Investors and CTAs: A Look Forward ft. Aref Karim of Quality Capital Management

TTU67: Institutional Investors and CTAs: A Look Forward ft. Aref Karim of Quality Capital Management

Aref Karim has been on the institutional investing side and the fund manager side for many years, so he has some great insights into how each group thinks and ways they can understand each other bette...

29 Tammi 201535min

TTU66: Trade Innovation for the future ft. Luc van Hof of Capital Hedge

TTU66: Trade Innovation for the future ft. Luc van Hof of Capital Hedge

In this year-end review, Luc van Hof discusses what he learned from 2014 and how his firm innovated to create better gains for customers in 2015. He also talks about the Swiss Franc and why he was not...

28 Tammi 201538min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
mimmit-sijoittaa
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
inderespodi
rss-sisalto-kuntoon
rss-viisas-raha-podi
herrasmieshakkerit
rss-sami-miettinen-neuvottelija
sijoituspodi
hyva-paha-johtaminen
lakicast
rss-lahtijat
rss-karon-grilli
rss-paasipodi
rss-asiakaskokemusklubi