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We\\u2019re joined today by Rob Carver to discuss the process of selecting single stocks for a Trend Following system, Rob\\u2019s holy trinity of security selection, the JP Morgan-backed fund making huge bets, via options, on the market remaining quiet, the knock-on effects from funds who make large, risky bets, the sweet-spot for average holding periods in a Trend Following system, \\u2018caveman-style\\u2019 Trend Following versus scaling in and out of positions, how to hedge against inflation, how Trend Following historically has performed really well in rising interest-rate environments, and thoughts on Tesla\\u2019s recent earnings, a lot of which were from government subsidies and selling bitcoin.
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In this episode, we discuss:
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Episode TimeStamps:
00:00 - Intro
01:36 - Macro recap from Niels
04:27 - Weekly review of returns
09:38 - Discussion on Tesla\\u2019s recent earnings
25:13 - Q1; Matt via the Top Traders Unplugged free voicemail service: How do you select single'