SI163: The Importance of Investment Narratives ft. Mark Rzepczynski

This week, Mark Rzepczynski joins us to discuss the Bitcoin ETF and the increasing likeliness that it won’t be banned by the US government, the need for money managers to convey good stories in order to simplify their processes to clients, why having a long track record of success, with one or two scars, is better than a perfect recent history, how Trend Following has been so successful over 6 decades, and how a non-secretive strategy like Trend Following compares to private equity strategies.

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

In this episode, we discuss:

• The future of Bitcoin
• How money managers can explain their approaches simply to clients
• Long, successful, but bumpy track records versus recent strong performers
• Trend Following's incredible success over 6 decades
• The private equity world compared with systematic investing

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Episode TimeStamps:

00:00 – Intro

01:54 – A big thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends:

https://top-traders-unplugged.captivate.fm/listen

02:49 – Macro recap from Niels

04:52 – Weekly review of performance

12:33 – Why storylines and narratives matter

52:42 – How effectively communicating what we do can be a challenge in any industry

55:54...