SI177: The Value of Price ft. Mark Rzepczynski

Published: Jan. 30, 2022, 11:01 p.m.

Mark Rzepczynski joins us today to discuss how Federal Reserve policy affects the Trend Following environment, the benefits of scaling into and out of positions, Howard Marks\u2019 opinion on the value of price, the factors that drive commodity prices, why typical inflation-hedges may not be as reliable as their reputation implies, how Trend Following is the perfect way to complete your portfolio, and the differences between a \u2018trend chaser\u2019 and a trend follower.

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In this episode, we discuss:

  • Central bank policies and their effects on Trend Following performance
  • The benefits of having multiple entries and exits across different timeframes
  • Howard Marks\u2019 recent thoughts on trading price action only
  • The status of the commodity markets
  • Hedges against inflation
  • Creating the perfect portfolio using Trend Following
  • Trend Following versus \u2018trend chasing\u2019

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Episode TimeStamps:

00:00 \u2013 Intro

02:05 \u2013 A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends:

https://top-traders-unplugged.captivate.fm/listen

02:36 \u2013 Macro recap from Niels

06:22 \u2013 Weekly review of performance

15:10 \u2013 Q1; Zack : Has there been any research into how systematic investing improves ones performance over discretionary...