RT12: You don't have to be good...but you have to be useful ft. Adam, Harding & Lueck of AHL – 2of3

RT12: You don't have to be good...but you have to be useful ft. Adam, Harding & Lueck of AHL – 2of3

On this special episode, I continue my conversation with the founders of AHL: Michael Adam who later co-founded Aspect Capital, David Harding also known as founder and CEO of Winton Capital and Marty Lueck also one of the co-founders of Aspect Capital.

We sat down in the famous Abbey Road Studios in London to talk about what AHL’s founders did after they created the company, what they’ve learned along the way about business and life, and how they view the current market climates.

-----

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

In This Episode, You’ll Learn:

  • The future of a science-driven trading approach
  • What David’s vision was when he started Winton Capital
  • The beginnings of Aspect Capital
  • Why Winton moved away from traditional trend following
  • The challenges that equities and managed futures present for investors
  • Why David chose to lower volatility of his strategy
  • Michael’s experience with deep value investing
  • When it’s time to ask “do you want to be happy or rich?”
  • What caused Michael to leave the industry
  • How they have evolve using different data sources and new markets
  • The danger of “hindsight bias”
  • What disadvantages machine learning have presented
  • Why Marty views asset allocation as part of a trend following model
  • How they see our current financial climate

-----


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.

Learn more about Michael Adam and Mike Marlin and The Melomaniacs

Learn more about David Harding and Winton Group

Learn more about Marty Lueck and Aspect Capital

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(951)

SI410: The Next Evolution of Trend Following ft. Nick Baltas

SI410: The Next Evolution of Trend Following ft. Nick Baltas

Niels Kaastrup-Larsen and Nick Baltas explore how artificial intelligence, thematic investing and narrative momentum are beginning to reshape systematic investing. Alongside a review of recent CTA per...

25 Jul 0s

OI23: Why Capital Efficiency Is the Next Edge in Investing ft. Charlie McGarraugh

OI23: Why Capital Efficiency Is the Next Edge in Investing ft. Charlie McGarraugh

Charlie McGarraugh joins Moritz Seibert to discuss how systematic investing is evolving beyond traditional trend following. Drawing on experience from Goldman Sachs, crypto and machine learning, Charl...

22 Jul 0s

SI409: Why Trend Following Is Changing Faster Than Ever ft. Yoav Git

SI409: Why Trend Following Is Changing Faster Than Ever ft. Yoav Git

Markets are evolving in ways that few investors fully appreciate. Niels Kaastrup-Larsen and Yoav Git explore how changing market structure, the rise of retail options trading and new financial product...

18 Jul 1h 8min

GM105: The Billion-Barrel Shock Has Not Arrived Yet ft. Adam Rozencwajg

GM105: The Billion-Barrel Shock Has Not Arrived Yet ft. Adam Rozencwajg

More than a billion barrels of expected oil supply have been removed from the market. Yet prices suggest the danger has passed. Adam Rozencwajg joins Cem Karsan and Niels Kaastrup-Larsen to explain wh...

15 Jul 1h 15min

SI408: Has Trend Following Changed Forever? ft. Alan Dunne

SI408: Has Trend Following Changed Forever? ft. Alan Dunne

Markets continue to evolve, and so do the strategies designed to navigate them. Alan Dunne joins Niels Kaastrup-Larsen to explore why changes in market structure may have permanently altered short ter...

11 Jul 1h 3min

GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley

GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley

The US dollar has become so familiar that most investors rarely stop to ask how it became the world's dominant currency or why that dominance has endured. Brendan Greeley joins Alan Dunne to trace the...

8 Jul 55min

SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan

SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan

Markets may be entering one of the most important regime shifts in decades. Cem Karsan joins Niels Kaastrup-Larsen to argue that the United States is moving away from traditional free market capitalis...

4 Jul 1h 1min

GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastru...

1 Jul 1h 19min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-pa-konto
pengepodden-2
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
rss-borsmorgen-okonominyhetene
utbytte
liberal-halvtime
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
rss-skravla-gar
pengesnakk
lederpodden
rss-kron-podden
paretopodden
rss-renters-rente