54 minutes | Aug 22nd 2020

102 The Systematic Investor Series – August 23rd, 2020

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This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the current outlook for markets necessitates a place for investing in Trend Following strategies,  Germany’s move to tax investors on their gold ETF holdings, Volatility-focused trading strategies, and the differences in making adjustments to short term systems vs long term systems.  Questions answered this week include: At what point do you decide that your system is no longer working?  How do you adjust for ‘conviction’ when placing a trade? If you would like to leave us a voicemail to play on the show, you can do so here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels, & Moritz on Twitter: @TopTradersLive & @MoritzSeibert And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Episode Summary 0:00 - Intro 2:12 - Macro recap from Niels 17:53 - Weekly review of returns 22:52 - Discussion on how to safely own gold, and the German government’s move to tax investors on their Gold ETF holdings 31:56 - Q1 & Q2; Zaro: At what point do you decide that your model isn’t working?  How do you account for ‘conviction’ when placing a trade? 51:05 - Performance recap Subscribe on:
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