SI93: Howard Marks latest memo, TESLA and Wirecard ft. Moritz Seibert

Published: June 22, 2020, 11:59 a.m.

This week, we discuss the possible effects of recent bans on short selling, Howard Mark\u2019s latest memo on the recent rally in asset prices, the Wirecard debacle of losing $1.9billion, Tesla\u2019s ascension to having the largest market cap of all car manufacturers in the world, the benefits of Trend Following in a diversified portfolio, the power of non-correlated strategies combined, and the secret sauce of Trend Following. Questions we answer include: How do Central Bank policies affect Trend Following strategies? Are some markets more prone to trends than others?\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 & Moritz on Twitter:\n@TopTradersLive, 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\n \nEpisode Summary\n0:00 - Intro1:40 - Howard Marks memo on the recent rally in asset prices (The Anatomy of A Rally)3:41 - Weekly review of returns7:31 - The banning of short-selling13:49 - Tesla trading above $1000 for the 1st time19:43 - Question One; Thomas: How do central bank policies affect Trend Following?36:45 - Question Two; Stratesdown: How many strategies should I run on each market?47:21 - Question Three; Brian: Are some markets more prone to trends than others?51:35 - Announcement of new Top Traders Unplugged mini-series53:11 - Performance recap\n \n \nSubscribe on: