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Today, Robert Carver joins us to discuss JP Morgan\u2019s comments on markets being fabricated by central bank liquidity, Tesla\u2019s incredible swings in market cap, thoughts on Warren Buffett\u2019s recent \u2018value\u2019 purchase, the point at which diversification in a portfolio becomes dilution, and the benefits of diversifying among different Trend Following managers.\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 - 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 & Rob on Twitter:\n@TopTradersLive, @MoritzSeibert, & @InvestingIdiocy\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\n0:45 - Check out the first 2 recent episodes of our Global Macro series\n1:58 - Macro recap from Niels\n3:18 - Weekly review of returns\n11:44 - Thoughts on Warren Buffett\u2019s recent \u2018value\u2019 purchase of the Dominion Energy\u2019s natural gas pipelines & current Apple position\n14:59 - Discussion on Mark Zepczynski\u2019s article on being over-diversified\n31:05 - Thoughts on AQR article regarding Tail Risk hedging\n34:48 - Performance recap\n35:41 - Check out Rob Carver\u2019s recent article on his blog\n \n\tSubscribe on: