Navigating Low Interest Rates and Investment Strategies

This chapter discusses the impact of a low interest rate environment on investment strategies, with a focus on trend following. It highlights the significance of non-correlation in portfolio performance and the decision to exclude interest income from reported returns to better reflect model performance.

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On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. We discuss how simulations of trend following work together with an equities portfolio, and how models built on historical data perform in a year with a pandemic that we have never seen before.

Niels has been part of the hedge fund industry for more than 25 years. Throughout that period of time, he's implemented a trend-following approach to investing.

IN THIS EPISODE, YOU'LL LEARN:

Why trend following has a place in any diversified portfolio?
How rule-based strategies work in a market when you don’t have historical data
If trend following can give you returns not affected by the low-interest-rate environment
How to best measure risk and return

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s interview with Niels Kaastrup-Larsen about Trend Following
Niels Kaastrup-Larsen’s free guide and free book about trend following
Listen to Niels Kaastrup-Larsen’s popular podcast, Top Traders Unplugged
Niels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollar
How much Dunn Capital has outperformed the S&P500 since 1974
Stig: Twitter | LinkedIn
Preston: Twitter | LinkedIn

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