SI197: Why Trend Following Works...Especially Now ft. Mark Rzepczynski

Published: June 19, 2022, 1 p.m.

b'

In today\\u2019s episode, Mark Rzepczynski joins us to discuss a listener question regarding different ways of adding capital and adjusting position size. We also take a deep dive into the latest research paper from Aspect Capital, which discuss the Great Repricing of Risk and why Trend Following strategies are advantageous in times of crises, dislocation of markets and how shocks in markets affect behaviour and performance. We also talk about the difference between unpredictable and predicable inflation and what this mean for investors, how people may start to lose confidence in the Central Banks 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 \\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

02:33 - Weekly overview

13:24 - Q1, Kyle: How to adjust position size, when adding capital

25:12 - The Great Repricing of Risk...and what this mean for you as an investor

35:25 - The different effects of large market shocks vs. many mini shocks

44:33 - What the future holds and if it will resemble the 1940s or the 1970s

51:44 - Losing confidence in Central Banks...the Micro and Macro impact

01:02:32 - Long term vs short term strategies...which will perform best in a volatile world?

01:11:50 - Industry performance update

Copyright \\xa9 2023 \\u2013 CMC AG \\u2013 All Rights Reserved

----

PLUS: Whenever you\'re ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key...'