TTU04: What it Takes to Become a Great Trader ft. Mike Dever of Brandywine Asset Management – 2of2

TTU04: What it Takes to Become a Great Trader ft. Mike Dever of Brandywine Asset Management – 2of2

In this episode we continue our conversation with the founder and CEO of Brandywine Asset Management and discuss the aspects of what makes his rule based asset management style so successful.

Enjoy the second part of my conversation with, Mike Dever.

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

In This Episode, You’ll Learn:

  • Continuing the Conversation around why Trend Following can be more difficult
  • Describing Disparate Return Drivers
  • How Brandywine Assets Management actually implements the decisions of their trading model
  • Why Position Sizing and Risk Management Principles are Everything
  • How position sizes are managed across various Return Drivers
  • Why Sharpe Ratio is a meaningless measure on it’s own. It doesn’t give you any idea on predictability of returns.
  • The professional traders approach to the emotional challenges of drawdown.
  • Managing regulation challenges
  • The environment of marketing trend following strategies to investors
  • What it takes to become a great trader today
  • Who Mike started out aspiring to be like
  • If Mike has any personal habits that contribute to his success

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Resources & Links Mentioned in this Episode:


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 Mike Dever on Linkedin.

Copyright © 2025 – CMC AG – All Rights Reserved

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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

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