SI75: Morgan Housel on history being a bad guide for the future

Published: Feb. 16, 2020, 5:23 a.m.

b'

On today\\u2019s show, we discuss Morgan Housel\\u2019s recent article on history & historians generally being a bad guide for the future, the popularity of negative predictions, social media as a gauge for current market conditions, the limits of trading indexes versus diversified individual stocks, why following price may be more important than just committing to a bullish or bearish position, and Meb Faber\\u2019s recent interview with Tim Hayes, who talked about the dangers of non-price-based indicators.

-----

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.

Episode TimeStamps:

00:00 \\u2013 Intro

01:12 \\u2013 Macro recap from Niels

02:59 \\u2013 Weekly review of performance

05:23 \\u2013 Top Tweets

34:12 \\u2013 Michael; Question 1: Would avoiding all S&P500 stocks improve a Trend Following system?

36:57 \\u2013 Chris; Question 2: Can you explain the term \\u2018Vol Targeting\\u2019?

43:40 \\u2013 Adrian: Question 3: What recent client requests have you refused to accommodate, when it comes to altering either your strategies, or your business?

53:31 \\u2013 Francois; Comment related to recent episodes where we discussed Trend Following on equities

57:24 \\u2013 Benchmark 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 discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful.

Keep updated

Enter your email to subcribe newsletter

© WN.com - All rights reserved