BO108: The Case For Being Longer-Term & Systematic
Jim O’Shaughnessy’s paper from 1987 confirms our thesis.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, Y...
29 Jun 20207min
SI94: Markets to avoid in Systematic Investing and David Harding interview ft. Moritz Seibert
In today’s episode, we discuss David Harding’s interview from 2013 with the SEC Historical Society, possible mistakes to avoid in Systematic Investing, if there are any differences between market conf...
29 Jun 202043min
BO107: Roughly Right or Precisely Wrong
Why Trend Following strategies aren’t perfect.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or ...
27 Jun 20203min
BO106: The Perfect Portfolio
What would the ‘perfect portfolio’ look like?-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or v...
25 Jun 20209min
BO105: How to Trade Fixed Income
How & where to trade Interest Rates.-----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 TT...
24 Jun 20206min
BO104: What (really) Defines A Trend Following Trader?
What defines a Trend Following trader?-----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 ...
23 Jun 20207min
SI93: Howard Mark’s latest memo, TESLA and Wirecard ft. Moritz Seibert
This week, we discuss the possible effects of recent bans on short selling, Howard Mark’s latest memo on the recent rally in asset prices, the Wirecard debacle of losing $1.9billion, Tesla’s ascension...
22 Jun 202055min
BO103: Trend Following Explained in Less Than 15 Words
Why the term ‘Managed Futures’ may be misleading for some.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn,...
22 Jun 20202min
