BROADCASTS.com

Today, Rob Carver joins us to discuss what happened in the Trend Following world the past few weeks and takes questions from listeners regarding long/short portfolios and how to choose the right criteria for stock selection, positive and negative skew strategies and why mixing them together can be beneficial, interest rates and what to do with uninvested cash in your trading account, the substance and value of big research teams and whether they are \u201coverthinking\u201d the systematic investment game, asset classes and allocating risk, important differences between a moving average crossover strategy and a breakout strategy and much more.

-----

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

-----

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 \u201cTen Reasons to Add Trend Following to Your Portfolio\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 Rob on Twitter.

Episode TimeStamps:

00:00 - Intro

02:21 - Market recap

04:55 - Update from Rob

14:50 - Q1, Adrian: \u201cGood\u201d criterias for stock selection?

22:32 - Q2, Emre: Arguments for mixing positive/negative skew strategies?

28:12 - Q3, Blink18: What to do with uninvested cash?

33:45 - Q4, Harry Hindsight: What do big research teams really do?

42:38 - Q5, Richard: Should the class level of an instrument be a criteria for inclusion?

48:34 - Q6, Adam: Difference between moving average crossover and breakout strategy?

54:14 - Q7, James: Common methodologies for position size?

57:34 - The Financial plumbing

01:05:20 - Fixed income markets are not all the same

01:11:20 - War Stories

01:17:25...