49 The Systematic Investor Series – August 19th, 2019

Published: Aug. 19, 2019, 4:26 a.m.

Today, we discuss the potential dangers of taking time away from the markets, the importance of Investor behaviour over the ability to analyse data, Morgan Housel’s article on the universal Laws of Investing, the differences between Buy-and-Hold, periodically re-balancing your portfolio, versus a more active Trend Following approach, as well as the art of profiting from Tail Events.  Questions we address this week include: is Inter-Market Analysis a useful tool or a dangerous approach? Should a Trading System be designed to be comfortable to execute?  Would a reduced presence of Trend Followers in the market result in slower, more random price movements?  What is the overall effect on markets of large participation from Trend Following strategies, and can the space become too overcrowded? Register your interest for our upcoming live event in New York here. You can download your free guide to Systematic Investing, and subscribe to our mailing list by visiting TopTradersUnplugged.com Get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels, Jerry & Moritz on Twitter: @TopTradersLive, @RJparkerjr09 and @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 1:00 - Macro recap from Niels 3:40 - Weekly review of returns 8:30 - Top tweets 59:30 - Question 1: Craig; If less TF market participants exist, shouldn’t trends be slower and more random on ST horizons? 1:12:45 - Live event update 10/26/19-10/27/19 1:13:30 - Performance recap 1:15:00 - Challenge to Sam to record the first message Subscribe on: