Podcast Episodes

BO38: Systematic vs Discretionary Investing

We discuss The Curious Investor podcast episode on Systematic vs Discretionary Investing.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES …

5 years, 9 months ago

BO37: Does Trend Following still work? Comments from David Harding, Cliff Asness & Stanley Druckenmiller

“Experts” claim that the character of the markets has changed in recent years. We discuss comments from David Harding, Stanley Druckenmiller & Cliff …

5 years, 9 months ago

BO36: The Time It Takes To Stick With Your Rules

Today we discuss a listener question, regarding the usual time it takes before being able to follow a Trading System religiously.

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50 YEARS OF TRE…

5 years, 9 months ago

SI79: A historical volatile week put into perspective ft. Robert Carver

We’re joined on the show today by special guest Robert Carver, to discuss another historically volatile week in the markets, the differences between …

5 years, 9 months ago

BO35: A Month in the Life of a CTA

Today we discuss a question from the audience about what goes on in the life of a CTA.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VID…

5 years, 10 months ago

BO34: More Fiction in Excel than in Word

The likeliness to curve fit data from backtests, and get excited about numbers which may not materialise.

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50 YEARS OF TREND FOLLOWING BOOK AND BE…

5 years, 10 months ago

BO33: Howard Marks & Limiting Downside Potential

When Howard Marks speaks, we should all pay attention. And today’s topic about focusing on the Risk rather than the Upside in your portfolio…is just …

5 years, 10 months ago

BO32: Trend Following: The Perfect Hedge, or the Perfect Portfolio?

We discuss why we believe that Trend Following could rightly be viewed as the Perfect Portfolio, and sometimes the Perfect Hedge.

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50 YEARS OF TRE…

5 years, 10 months ago

BO31: Equity Indices – Who Wants To Be Average?

Why do equity investors aim to be average? And how to aim for more.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED I…

5 years, 10 months ago

SI78: Tom Basso’s research on higher Trend Following returns as volatility increases

This week, we discuss the potential benefits of investing in more than one systematic fund, Tom Basso’s research finding that Trend Following returns…

5 years, 10 months ago