SI66: Why price is a better guide to higher returns than expert opinion

Dec 15, 2019

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In this week’s episode, find out why investing in a strategy during a drawdown can be profitable in the long-run, why risk-adjusted performance is more important than tracking against an index, why price is a better guide than expert opinion, if there is a time when you shouldn’t attempt to have uncorrelated securities in your portfolio, and the connections between Trading, statistics, & sports.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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Episode TimeStamps:

00:00 – Intro

01:21 – Macro recap from Niels

02:57 – Weekly review of performance

06:12 – Top tweets

50:48 – Announcement of podcast guest, Andreas Clenow, in January 2020

51:23 – Question 1: Drew; Should you enter a breakout trade based on an intra-day signal or end of day signal?

56:26 – Benchmark performance update

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