SI76: Can trading too many markets prevent you from achieving above average returns?

Feb 23, 2020

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In today’s episode, we discuss whether attempting to trade every market at the same time may hinder any conviction necessary for above-average returns, as well as debate the difference between a portfolio with plenty of trades across lots of different markets versus one with less positions among fewer markets. We also cover the Hedge Fund Journal’s recent interview with Harold De Boer of Transtrend, the amount of truly uncorrelated markets available to trade, how much discretion should be used during the design & implementation of a systematic trading strategy, and if the accusation is true that CTAs are the main catalyst behind price shocks.

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Episode TimeStamps:

00:00 – Intro

01:13 – Macro recap from Niels

02:33 – Weekly review of returns

06:52 – Top Tweets

47:36 – Michael; Question 1: Who inspired you into Trend Following trading?

59:16 – Performance recap

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