SI131: Winning Big During An Inflationary Environment ft. Moritz Seibert

Published: March 14, 2021, 3:36 p.m.

b'

Moritz Seibert returns to the show today to discuss the challenges of managing large amounts of cash in a high-inflationary environment, the importance of maintaining a healthy attitude during long winning-streaks, the resurgence & resilience of the GameStop short-squeeze, Bitcoin reaching $60,000, the importance of prioritising process over outcome, the new VIX ETFs for Bitcoin & Ethereum, and whether or not Gold is a safe long-term investment.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

In this episode, we discuss:

  • Smart ways to manage cash during periods of high inflation
  • Staying humble during long winning periods
  • The GameStop short-squeeze
  • New volatility-based ETFs for Cryptocurrencies
  • Why analysing the outcome instead of the process may prove costly in the long run
  • Can we still call Gold a \'safe-haven\' asset?

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT\\u2019s TRUE ? \\u2013 most CIO\\u2019s read 50+ books each year \\u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book \\u201cThe Many Flavors of Trend Following\\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Moritz on Twitter.

Episode TimeStamps:

00:00 - Intro

01:33 - Macro recap from Niels

04:45 - Weekly review of performance

32:56 - Q1; Daniel: How much do you risk per trade?

48:32 - Q2; Karl: When using moving average crossovers, how do you get back into a trade you were quickly stopped out of?

53:25 - Q3; Mark: Why should I place short trades if my backtest says long trades are more profitable? Have you looked at synthetic data, going back over 200 years?

01:02:58 - Benchmark performance update

01:03:52 - Recommended listening or reading this week: