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

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

Episoder(930)

ALO19: Managing Wealth for HNW Investors ft. Joe Prendergast

ALO19: Managing Wealth for HNW Investors ft. Joe Prendergast

In this episode Joe Prendergast, Strategic Advisor and Head of Investment Strategy at Goodbody joins Alan Dunne to discuss the challenges and opportunities in managing wealth for HNW investors, partic...

3 Jan 20241h 5min

SI276: TTU YEAR-END Special Part 2

SI276: TTU YEAR-END Special Part 2

In this second part of our TTU Year-End special, we continue our conversation by discussing the challenge of defining non-trend strategies and the criteria for a good backtest, whether trend followers...

30 Des 20231h 12min

GM54: "Weakflation" in 2024 ft. Gregory Peters

GM54: "Weakflation" in 2024 ft. Gregory Peters

Greg Peters joins Alan Dunne in this episode for a global fixed income perspective on the evolving macro landscape. We hear why “weakflation” may be the most likely scenario for the US economy but tha...

27 Des 202359min

SI275: TTU YEAR-END Special Part 1

SI275: TTU YEAR-END Special Part 1

Join us for part 1 of this special edition of Systematic Investor, where we are joined by all of our wonderful co-hosts for a group conversation. In this first part, we take a look back on 2023 and di...

22 Des 20231h 3min

IL22: The Fund - The Other Side of Dalio & Bridgewater ft. Rob Copeland

IL22: The Fund - The Other Side of Dalio & Bridgewater ft. Rob Copeland

In this episode we talk to Rob Copeland, New York Times reporter and author of the bestselling new book: The Fund: Ray Dalio, Bridgewater Associates and the Unravelling of a Wall Street Legend. Bridge...

19 Des 202346min

SI274: Can You Time Trend Following? ft. Nick Baltas

SI274: Can You Time Trend Following? ft. Nick Baltas

Today, we are joined by Nick Baltas for conversation, where we dive deep into the use of volatility scaling and accelerators in trend following systems. Additionally, we discuss various research paper...

16 Des 20231h 6min

GAL07: Avoiding Apocalypse Through Quantum Physics & AI ft. Klee Irwin

GAL07: Avoiding Apocalypse Through Quantum Physics & AI ft. Klee Irwin

AI is stealing the headlines with what seems like wave after wave of breakthroughs, but running parallel to this are equally rapid advancements in quantum physics and our understanding of reality. Lis...

13 Des 20231h 4min

SI273: Unraveling the Mystery of Complex Adaptive Systems ft. Richard Brennan

SI273: Unraveling the Mystery of Complex Adaptive Systems ft. Richard Brennan

How do you avoid overfitting, how loose is too loose in terms of loose pants and how should you approach sample sizes when designing your trading systems? What are complex adaptive systems, how do the...

9 Des 20231h 7min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
finansredaksjonen
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
lederpodden
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
rss-markedspuls-2