BROADCASTS.com

Today we discuss the disconnect between stock market prices & their expected returns based on economic data, why current p&l may not reflect the quality of your positions, and the potential role of central banks in the future. Questions we answer include: How do you reduce futures rollover costs? How often should a Trend Follower look at their portfolio?\nDocumentaries mentioned: The Fourth Turning Explained and Prince of the Yen\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\t\nEpisode Summary\n0:00 - Intro\n1:08 - Macro recap from Niels\n3:18 - Weekly review of returns\n9:07 - Global macro discussion\n29:11 - Abhishek: Question 1: How do you reduce the problem of futures rollover costs?\n32:37 - Tim: Question 2: How often should you look at your portolio?\n35:00 - Karl: Question 3: How many positions should I have open at 0.5% equity risk per trade?\n40:38 - Performance recap\n\tSubscribe on: