OI19: The Trader Who Never Spoke...Until Now ft. David Druz

OI19: The Trader Who Never Spoke...Until Now ft. David Druz

Dave Druz has never told his story... not like this, not anywhere. For over 40 years, he traded quietly, systematically, and on his own terms. No marketing, no headlines, no need to explain. Until now. In this unique conversation with Moritz Seibert, Dave - Ed Seykota’s first apprentice - shares how he built his approach, why he never identified as a trend follower, and what matters when your edge comes from standing opposite commercial hedgers. He explains why portfolio construction outranks entries, why volatility is the price of real risk, and why staying small was a choice, not a limitation. From medicine to markets, from apprenticeship to independence, this isn’t just how he traded - it’s why he stayed silent, and why he’s speaking now.

-----

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 Moritz on Twitter.

Read more about David.

Episode TimeStamps:

02:11 - Introduction to Dave Druz

13:50 - Druz' time in the Commodities Corporation

19:14 - How did Druz discover trend following?

23:57 - The core philosophy behind Druz' trend following strategy

28:08 - Who wins and loses in the markets?

37:37 - Determining hedging flows in commodity markets

41:03 - Managing money in trend following

43:40 - How does Druz size a position and get out of it?

45:16 - Coping with a high level of volatility

50:23 - Mitigate drawdown or take the...

Jaksot(901)

TTU121: Trend Following... from Optional to Essential ft. Nick Baltas

TTU121: Trend Following... from Optional to Essential ft. Nick Baltas

Today, Niels and Rob are joined by Nick Baltas, Managing Director at Goldman Sachs, for a conversation on systematic investment strategies. We discuss the difference between a number of systematic tra...

9 Marras 20221h 13min

SI217: Finding the Optimal Trend Following Allocation ft. Rob Carver

SI217: Finding the Optimal Trend Following Allocation ft. Rob Carver

Today, Rob Carver joins us for our weekly conversation on Trend Following, where we also address this week's press conference held by Chairman Powell. We discuss the most optimal time period for trend...

6 Marras 20221h 9min

GM27: Central Banks were Warned about their Failed Policies ft. William White

GM27: Central Banks were Warned about their Failed Policies ft. William White

Today, we are joined by William White, Economist, Policy Advisor and Policy Maker who worked at the OECD, BIS & Bank of Canada, for a conversation on monetary policy and how it can negatively impact t...

2 Marras 20221h 27min

SI216: A New Era for Trend Following? ft. Alan Dunne

SI216: A New Era for Trend Following? ft. Alan Dunne

Today, Alan Dunne joins us for a weekly dose of Trend Following where we reflect on an eventful week, with Elon Musk taking over Twitter, the META stock taking a big hit and much more. We discuss how ...

29 Loka 202257min

GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

Today, we have the pleasure of having Adam Rozencwajg back for another conversation on the global energy crisis, this time primarily focusing on the demand side of the crisis. We discuss oil reserves,...

26 Loka 202252min

SI215: Trend Following vs Volatility to Protect Your Portfolio ft. Cem Karsan

SI215: Trend Following vs Volatility to Protect Your Portfolio ft. Cem Karsan

Today, Cem Karsan joins us for our weekly conversation on Trend Following as well as Volatility, following yet another fast paced and eventful week. We discuss the challenges of being long volatility ...

22 Loka 20221h 3min

IL09: The Money Revolution...Rethinking Economic Growth ft. Richard Duncan

IL09: The Money Revolution...Rethinking Economic Growth ft. Richard Duncan

Richard Duncan, Economist and best-selling Author, joins us for a conversation on new ways of thinking about economic growth and prosperity. We discuss the historical aspects of growth and how credit ...

19 Loka 20221h 9min

SI214: Trend Following & CTA Replication ft. Andrew Beer

SI214: Trend Following & CTA Replication ft. Andrew Beer

Today, we are joined by Andrew Beer, Managing Member at Dynamic Beta Investments LLC, for a conversation on managed futures replication, ETFs and how they have found a way to get these essential strat...

16 Loka 20221h 50min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
inderespodi
rss-h-asselmoilanen
rss-lahtijat
rss-bisnesta-bebeja
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
pomojen-suusta
rss-porssipuhetta
rss-laakispodi
rss-startup-ministerio
rss-paasipodi
sijoituspodi
asuntoasiaa-paivakirjat