Podcast Episodes

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…

6 years ago

BO30: Historical Data, Backtests, & Track Records

What is the optimal time frame when analysing a track record & why can seemingly correlated strategies have very different returns?

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50 YEARS OF T…

6 years ago

BO29: Trend Following vs Buy & Hold

Want to know what the real benefit of Trend Following is, compared to the traditional Buy & Hold method? Find out in today’s episode…there may be mor…

6 years ago

BO28: Long Trades Vs. Short Trades

You may be surprised of the difference between how well Short and Long trades perform…but why it’s still important to trade both.

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50 YEARS OF TRE…

6 years ago

BO27: 2019 In Review – The Investor’s RetroSpective

End of 2019 wrap up, with thoughts on Bonds, Bitcoin, the decade just gone by, and the connection between Netflix & Dominos Pizza.

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50 YEARS OF TR…

6 years ago

SI77: Trading through the quickest 10% correction in stock market history

After the quickest 10% correction straight from an all-time-high in stock market history last week, we discuss how human emotions & behaviours played…

6 years ago

SI76: Can trading too many markets prevent you from achieving above average returns?

In today’s episode, we discuss whether attempting to trade every market at the same time may hinder any conviction necessary for above-average return…

6 years, 1 month ago

SI75: Morgan Housel on history being a bad guide for the future

On today’s show, we discuss Morgan Housel’s recent article on history & historians generally being a bad guide for the future, the popularity of nega…

6 years, 1 month ago

SI74: Trading TESLA during its parabolic move

This week, we discuss how Jerry approached his Tesla trade during last week’s parabolic move up, the value of sleeping well at night in comparison to…

6 years, 1 month ago

SI73: How too much experience can work against your investments

On today’s show, we discuss when having lots of experience can sometimes work against you, why hard and fast rules can be better than making discreti…

6 years, 1 month ago