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Today, Mark Rzepczynski returns to the show to discuss how Trend Following allows investors to own more risky assets, Systematic Global Macro versus Trend Following, the process of how an investor digests new information, classical Trend Following versus modern Trend Following with AI methods, whether rock-star hedge funds such as ARK Invest can end up being too greedy when seeking AUM, why it can be a good idea to avoid timing the different exposures of your portfolio as much as possible, some of the possible reasons behind Dunn Capital\\u2019s successful near 50-year track record, and thoughts on position-sizing in relation to historic volatility.

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In this episode, we discuss:

• How a Trend Following approach allows safer access to risky markets
• The differences between Systematic Trading based on macro data versus based on price-only
• How a top trader should efficiently process new data
• Modern AI-based Trend Following versus classical Trend Following
• Whether the biggest hedge funds in the world fall victim of being too greedy for AUM
• Why you should avoid \'timing the market\'
• The possible secrets of success behind Dunn Capital\'s near 50-year track record

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

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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

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Episode TimeStamps:

00:00 \\u2013 Intro

02:00 \\u2013 Macro recap from Niels

08:46 \\u2013 Weekly review of performance

13:28 \\u2013 Swedish systematic macro-fund, IPM, closes after losing $4billion during the pandemic

28:37 \\u2013 New style Trend Following with machine learning versus classical Trend...'