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RT24: The Value of Liquidity ft. John Fidler, Christopher Vogt & Jonathan Miles – 1of2
On today’s episode, guest host Ranjan Bhaduri speaks with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Tru…
7Â years, 6Â months ago
SI32: How accurately can we predict future returns? and can trading with systems keep you happy?
Are CTAs giving the wrong message by charging low performance fees? Is there a perfect amount of AUM to aim for? Can Systematic Trading keep you hap…
7Â years, 6Â months ago
BO17: Track records vs Simulations... what’s Best?
For those of us who have been on the manager side for a while, you’ll know that investors love to analyse decades of performance data before deciding…
7Â years, 6Â months ago
SI31: Should you be using a Stop-Loss? or Target a certain level of Volatility?
Does Systematic Trading completely eliminate all emotions from the process? Is it wise to use Stop-Losses? Should CTAs target low-volatility & aver…
7Â years, 6Â months ago
BO16: Crisis Alpha explained
Kathryn Kaminski is one of my favorite people to discuss Trend Following with, because she has a great way of simplifying and explaining some of the …
7Â years, 7Â months ago
SI30: Should you adjust your position size based on recent volatility?
Is it wise to adjust position-size according to recent volatility? Can back-testing a Trend Following strategy end up as just being a form of curve-f…
7Â years, 7Â months ago
BO15: Why Trend Following is Not a Black Box
Often, a Trend following strategy is described as being a ‘Black Box’, as if something bad was going on. So it was refreshing to hear Scott Foster t…
7Â years, 7Â months ago
SI29: Can Value Investing be applied to Gold? and Trend Following as a forecasting tool ft. Jesse Felder
In this episode, we’re joined by special guest, Jesse Felder, from The Felder Report & the SuperInvestor Podcast. Jesse describes his journey into t…
7Â years, 7Â months ago
RT23: Populism and Market Risks ft. Chris Cole, Matthew Sargaison & Dan Stone – 2of2
Today guest host Chris Solarz continues his conversation with Chris Cole, the Founder and CIO of Artemis Capital Management, Matthew Sargaison, co-CE…
7Â years, 7Â months ago
SI28: Investing based on the "Evidence" and what are the Trend Commandments?
On today’s show, we give our thoughts on ‘Evidence-Based Investing’, David Harding’s latest comments on Trend Following, how much is too much ‘Open R…
7Â years, 7Â months ago