Welcome to The Systematic Investor series. It's a great privilege for me to invite you to a behind the scenes conversation between some of my favorite systematic investors namely Jerry Parker and Moritz Seibert. We get on a "call" each week to discuss the events that took place through the lens of a Systematic Investor and how the trading strategies we work with are reacting. It's a raw and honest exploration and we hope you will join and be part of...not least by sending us questions that we can discuss. Please send your questions to info@toptradersunplugged.com Episode Summary 0:00 - Intro 1:50 - Weekly review 5:50 - Top tweets 19:30 - Question 1: Michael; Are trend followers relaxed (in terms of personality) in general? 23:00 - Question 2: Michael; Why does TF in stocks work? 28:30 - Question 3: Michael; How do you measure single stock correlation? 33:05 - Question 4: Nick; Do you ever front run your systems? 35:00 - Question 5: David; Have you ever been through a market similar to this year (2018) and how did it turn out/what did you learn? 38:45 - Question 6: Can you give us a proven TF strategy (ex. Donchian)? 43:05 - Question 7/8: Timothy; Has too much diversification hurt TF in the last decade? Should TF focus on markets that are trending? 52:10 - Question 9: Anish; How do you identify relative strength and accordingly allocate capital between different asset classes? 59:55 - Question 10: Does the intensity of trends change over time? 1:04:30 - Question 11/12: Have the markets changed during your time as a trader and if so how? If a market has been trending is it more likely to continue trending than to reverse? 1:16:10 - Question 13: Nitesh; Is Short-term TF impossible now or does it need to be done differently from medium to long-term? 1:18:00 - Question 14: Dave; How do you select a universe of single stocks for TF? 1:21:20 - Question 15/16: Ted; What are the parameters you use around Nat Gas? With high volatility swings, how do stay in a position? 1:25:50 - Performance recap Subscribe on: