SI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert

Published: May 3, 2020, 9:39 p.m.

b'Today, we discuss comments from Warren Buffett in the recent Berkshire Hathaway shareholders meeting, AQR Capital\\u2019s recent research finding pure Trend Following strategies to be a better hedge in bear markets than Options strategies, the oil market & the USO ETF, how commodities are great diversifiers which often outperform equities, how to think about market inefficiencies, and why it\\u2019s never too late to invest into Trend Following.\\nIf you would like to leave us a voicemail to play on the show, you can do so here.\\nLearn more about the Trend Barometer here.\\nIT\'s TRUE \\U0001f440 - most CIO\'s read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.\\nAnd you can get a free copy of my latest book "The Many Flavors of Trend Following" here.\\nSend your questions to info@toptradersunplugged.com\\nFollow Niels, Jerry, & Moritz on Twitter:\\n@TopTradersLive, @RJparkerjr09, and @MoritzSeibert\\nAnd please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.\\n\\t\\n\\tEpisode Summary\\n0:00 - Intro\\n1:53 - Macro recap from Niels\\n7:24 - Weekly review of returns\\n40:38 - Alastair: Questions 1/2/3: How do you pick which month futures contract to trade? Is there any possible alpha in how you roll a futures contract? What is your overall reason for doing what you do in the markets?\\n52:22 - Top Tweet\\n53:49 - Performance recap\\n56:35 - Announcement of next week\\u2019s special guest, Nick Leeson\\n\\tSubscribe on:'