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

Jaksot(908)

TTU147: How to Craft a Rich Life Beyond Money ft. William Green

TTU147: How to Craft a Rich Life Beyond Money ft. William Green

William Green, author of the book "Richer, Wiser, Happier", returns to the podcast for an eye opening conversation centered around the complexities of investing and the importance of building a rich l...

8 Tammi 20251h 44min

SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel

SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel

Together with Andrew Beer and Tom Wrobel, we dive deep into the evolving landscape of managed futures and CTAs, highlighting the critical need for a narrative shift to better communicate their value t...

4 Tammi 20251h 28min

IL34: Democratizing Data: A New Approach for Trustworthy Information ft. Julia Lane

IL34: Democratizing Data: A New Approach for Trustworthy Information ft. Julia Lane

Our guest on this episode is Dr. Julia Lane, Professor at New York University and author of the book Democratizing Our Data: A Manifesto. Dr. Lane is a member of the National AI Research Resource Task...

1 Tammi 202542min

SI328: Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2)

SI328: Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2)

Join us for Part 2 of our Year-End discussion between all of the hosts on the Systematic Investor Series where we debate the trends and themes shaping the investment landscape heading into 2025. The e...

28 Joulu 20241h 6min

OI12: Breaking Rules: Going Beyond Traditional Trend Following ft. Tillmann Sachs & Vishal Sharma

OI12: Breaking Rules: Going Beyond Traditional Trend Following ft. Tillmann Sachs & Vishal Sharma

In this episode, Moritz Seibert speaks with Tillmann Sachs and Vishal Sharma from J8 Capital Management, a systematic London-based CTA. The main focus of their discussion is J8’s Global Absolute Ret...

25 Joulu 202451min

SI327: 2024's Biggest Investment & Trend Following Insights (Part 1)

SI327: 2024's Biggest Investment & Trend Following Insights (Part 1)

This part 1 of 2 episode features a compelling roundtable discussion among all of our incredible co-hosts here at TopTradersUnplugged, where we reflect on the key takeaways of 2024. The main focus is ...

21 Joulu 202458min

GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni

GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni

Ed Yardeni, President of Yardeni Research, joins Alan Dunne in this episode to review his Roaring 2020s thesis for the US economy. Ed makes a compelling case for sustained economic growth, driven by r...

18 Joulu 202459min

SI326: Volatility and Trends: What 2024 Held for Trend Followers ft. Katy Kaminski

SI326: Volatility and Trends: What 2024 Held for Trend Followers ft. Katy Kaminski

Today, we examine the intriguing dynamics of systematic investing, focusing on the theme of volatility sizing and its implications for trend following strategies. We discuss how volatility often expan...

13 Joulu 20241h

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
pomojen-suusta
ostan-asuntoja-podcast
juristipodi
rss-myyntikoulu
rss-seuraava-potilas
rss-lahtijat
rss-draivi
leadcast
sijoitusovi-podcast
asuntoasiaa-paivakirjat
rss-startup-ministerio
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-h-asselmoilanen
rss-turha-edes-yrittaa