SI162: Discussing The New Bitcoin Futures ETF ft. Moritz Seibert
Top Traders Unplugged
Is Your Look Back Period a Good Fit for Cryptos?
Larden: Cryptos trade better for systems that are not too long in duration, in terms of lookback period. The only difference is you don't see your price on saturday and sunday. Larden: I think we are probably a at an increasing phase of institutional adoption. But i thinksoe investors, institution investors, are waiting for the e t f because it gives them that protected security.
We’re joined today by Moritz Seibert to answer some of the hardest questions in the Turtle Trader entrance exam, as well as discuss the new Bitcoin futures ETF, the drive towards ESG investments and how this affects global supply chains, the years’ top performers so far in our Trend Following systems, whether we can predict if a winning streak is about to end, why Bitcoin is often compared to gold, and whether crypto assets are more suited to shorter-term strategies.
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In this episode, we discuss:
- The hardest questions in the Turtle Trading entrance exam
- The SECs' approval of the first-ever Bitcoin futures ETF
- How the move toward sustainable investments is affecting current supply chains
- Our best performing assets of the year so far
- How Bitcoin compares to Gold and if this is a fair comparison
- Which timeframe of Trend Following is best suited for crypto
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Episode TimeStamps:
00:00 - Intro
01:25 - A huge thank you to our listeners who gave us a 5-star review on iTunes & Apple Podcasts
02:59 - Macro recap from Niels
05:51 - Weekly review of returns
11:00 - Niels: What’s been the year-to-date standout winner for you?
12:40 - Niels: How much of your performance has come from crypto, compared to other non—classical Trend Following assets?
24:45 - Niels: It takes money to money, true or false?
29:45 - Niels: After a big profit, the next trend following trade is more likely to be a loss, true or false?
33:21 - Niels: Trading stocks is similar to trading commodities, true or false?
34:32 - Niels: Volume and open interest are as important as price action, true or false?
36:16 - Niels: A trader should be willing to let profits turn into losses, true or false?
37:14 - Niels: It helps to have the fundamentals in your favour before you initiate a trade, true or false?
38:48 - Niels: It’s better to be an expert in one market, rather than try to trade ten or more markets, true or false?
40:10 - Niels: It’s important to know what success in trading will do for you later in life, true or false?
40:56 - Niels: A gap-up is a good place to initiate, if an uptrend has started, true or false?
42:07 - Niels: All speculators die broke, true or false?
43:05 - Thoughts on the new Pro Shares Bitcoin ETF launching soon
45:58 - Niels: How did your model react to the recent crypto fall in prices, and do you think crypto assets are more suited to shorter-term trend following strategies?
45:58 - Niels: How do you think the average crypto expert views the global macro landscape?
55:58 - The drive towards ESG investing and its knock-on effects to current supply chains
01:15:12 - Benchmark performance update
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