

SI201: Trend Followers Positioned for Recession ft. Richard Brennan
Jul 16, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 2min
The Last Share of Top Traitus on Plot Dot Com
01:36 • 4min
Is There a Major Give Back With My Portfolio?
05:39 • 6min
The Bycell Decision of a Trader
11:28 • 3min
The Indogenous Events Versus the Exogenous Event
14:53 • 4min
Investing in Transvire Systems
19:07 • 3min
The Essentials of Trent Following, Iels, It's Eli Again.
22:03 • 2min
What Do You Think About Trend Barometers?
23:40 • 3min
How Much Risk Should You Allocate Over All in an Environment?
26:18 • 3min
How Should We Think About Leverage in Our Portfolios?
29:43 • 4min
How to Compare a C T a Strategy to a Manager's Leverage
33:30 • 4min
Why I Use a Stop in a Portfolio?
37:26 • 3min
Is a Stop in Between a Better Option?
40:09 • 3min
Val Targeting Is More Logical Than Vall Targeting
43:31 • 3min
I Don't Use Volatility Targeting
46:03 • 5min
Is There a Point of Equity Where We Should Treat Things Differently?
51:18 • 3min
Trading a Single Trend Following System
54:21 • 5min
Trend Followers - Would You Trade an Index or a Single Market?
59:01 • 2min
Investing in Diversified Stocks
01:01:30 • 5min
How Much Adversity Can You Tolerate Before Turning Your Systems Off?
01:06:31 • 3min
The Serenity Portfolio
01:09:45 • 1min
Is There a Future for Trend Followers?
01:10:57 • 5min
Trend Follows Are Doing Really Well So Far This Year
01:16:20 • 3min
I'm Not a Critic of Any One, but I'd Like to Continue the Conversation on the Show
01:19:43 • 4min