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SI185: Trend Following in a De-Globalised World
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Mark Rzepczynski joins me in this week\\u2019s episode, to discuss strategies for rebalancing your portfolio, the coming de-globalisation and its impact on Trend Following, especially in light of events in Ukraine, the Hedger\\u2019s dilemma and how the LME may have lost the trust of its clients, divergence and how it might cause disruption in markets, what Mark learned from working with Ned Johnson III at Fidelity, and how the principle of Kaizen can be applied to trend following.
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EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
In this episode, we discuss:
- Different strategies for rebalancing your portfolio
- How de-globalisation can impact Trend Following
- The recent events in Nickel trading at the LME
- How divergence might cause disruption in markets,
- How the Japanese philosophy, Kaizen, can be applied to trend following
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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 Mark on Twitter.
Episode TimeStamps:
00:00 - Intro
02:10 - Market recap
04:41 - What has caught Mark\\u2019s attention recently?
13:46 - Overview of the week
18:28 - Q1, Brett: Any thoughts on rebalancing based on trending performance?
30:45 - Trend Following, globalization and the Dark Ages
47:15 - What happened at LME?
59:18 - Fidelity, Edward Johnson and the Kaizen philosophy
01:14:29 - Update on performance
Resources discussed in this Episode: