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SI172: ‘Trend Following + Nothing’ Part One ft. Jerry, Moritz, Rob, Mark & Rich

Top Traders Unplugged

00:00

The Overrides Are Easy. It's the Hard Part

Easter thumped something that we could have done with sectile location, adding non trend models, avoiding assets with nhey. The overrides are easy. It's the figuring out when to put it back on, it's the hard part. So if you cut leverage during march of 20 20, the real question is, when do you put it back?

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