Mark Rzepczynsky joins us today for a weekly talk on Trend Following, where we discuss how we are beginning to see stagflation and recession around the world, how to manage systemic risk as a trend follower, how to construct your portfolio using Trend Following funds and why it\u2019s preferred to let Trend Following funds replace bonds and commodities, whilst leaving equities in your portfolio. Additionally, we discuss how a global macro binary world allows for Trend Following to work and why Mark believe in \u201clet prices speak for themselves\u201d. We round things off discussing how the Fed uses the \u201cPowell Call\u201d rather than the "Greenspan Put" to determine how they should react to the markets 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 Mark on Twitter.
Episode TimeStamps:
00:00 - Intro
02:43 - Recap of the major events from this week?
09:43 - Industry performance update
\ufeff12:40 - Q1, Alp: How to manage Systemic Risks
32:40 - Q2, Algernond: Portfolio construction using Trend Following funds
41:05 - A global macro binary world and its impact on trend following
53:13 - Revival of accepting price action when it comes to investment process
01:01:18 - Moving beyond the Greenspan Put
01:04:39 - Thanks for listening
Copyright \xa9 2024 \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...