Top Traders Unplugged20 Jan 2023

TTU124: Trend Following with a Twist ft. Harold de Boer, Managing Director at Transtrend

Today, we are joined by Harold de Boer, Head of R&D and Managing Director at Transtrend, for a conversation on their unique approach to trend following. We discuss the investment philosophy at Transtrend and what makes them stand out against other investors, why markets trend and what history can teach us about trend following, how the war in Ukraine impacts markets and how Transtrend stays diversified. We also discuss why Transtrend has not deviated from trend and the importance of differentiating yourself, why de Boer believes computers have been become a disadvantage and why de Boer does not think trading more markets is always better. Lastly, we discuss Transtrend’s approach to pricing their work and why they think ESG’s have become a “strange thing”, what de Boer is most excited for in 2023 and much more.

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

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Learn more about Transtrend

Episode Timestamps:

02:27 - Introduction to Transtrend

03:47 - The investment philosophy

17:55 - Being unconventional

21:27 - Pure trend following vs. Trend following plus

29:25 - What is the investment objective?

32:53 - Developing and evaluating systems

37:34 - Human + computer = better than computer?

40:34 - Weaknesses of CTA replication strategies

47:17 - Is trading more markets better?

51:54 - Managing risk and liquidity concerns

56:06 - Diversification strategies and fees

01:00:37 - The challenges of ESGs

01:05:43 - Taking the asset allocator perspective

01:08:49 - Is equity exposure better?

01:10:31 - What do you disagree with the most?

01:11:08 - Expectations for 2023

01:12:12 - Thanks for listening

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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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