94 The Systematic Investor Series – June 29th, 2020

Published: June 29, 2020, 4:01 a.m.

In today’s episode, we discuss David Harding's interview from 2013 with the SEC Historical Society, possible mistakes to avoid in Systematic Investing, if there are any differences between market confidence and the strength of a Trend, thoughts on Excel vs Python, and the importance of preserving capital during bad periods.  We also answer your questions, including: Does the rise of Volatility trading have any effect on the effectiveness of Trend Following strategies?  How is trend strength calculated? 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, 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 1:27 - Weekly review of returns 7:38 - David Harding interview with the SEC 14:44 - Richard Dennis quotes 15:57 - Hedge Nordic magazine article featuring Niels & Rob Carver 18:44 - Question One; Brian: Does the rise of Volatility Trading affect Trend Following strategies? 33:48 - Question Two; Brian: How is Trend Strength calculated? 41:37 - Performance recap Subscribe on: