Liquidity Premium with Adam Butler (S1E8)

1

Introduction

00:00 • 4min

2

Canadian ETFs - Is There a Tax Deferral?

04:00 • 2min

3

Are You Using Machine Learning?

05:35 • 4min

4

The Low Hanging Fruit of Machine Learning?

09:11 • 2min

5

The Challenges With Optimization

11:24 • 4min

6

The Unsexy Side of Machine Learning

15:23 • 3min

7

Is There a Correlation Between Weighted Average Shapes and Trend Signals?

18:28 • 2min

8

How to Preserve a Trend Following Property?

20:15 • 2min

9

Exactly. Is It a Strategy Like That?

22:37 • 2min

10

Is Trend Following Translatable Into Option Exposure?

24:32 • 3min

11

Buying Put Options

27:36 • 2min

12

The Importance of Timing Luck in Foot Options

29:32 • 2min

13

Is It a Good Time to Rebalance?

31:28 • 2min

14

The Central Limit Theorem

33:08 • 3min

15

How to Define Trend Following Over Years?

36:00 • 2min

16

Is There a Little Baby Over There?

38:13 • 2min

17

Diversification - I'm Sorry, I Didn't Keep Up With at All

40:16 • 2min

18

Is There a Seasonal Edge Around Seasonality?

41:51 • 2min

19

The End of Month Effect Versus Seasonality Effects?

43:39 • 2min

20

Is the Sample Size on Rolling 30?

45:55 • 2min

21

How Many Independent Months Do You Have?

48:12 • 3min

22

Do You Have Zero Economic Intuition?

50:53 • 2min

23

The Husband Is Most Egregious, Perpetrator of a Similar Type of Error, Right?

52:27 • 2min

24

How Many Data Signals Are Published by Greg? 10,000?

54:09 • 4min

25

Is There a Diversification Benefit in Including a Value Strategy?

57:44 • 3min

26

Are You Constrained Without Leverage?

01:00:20 • 2min

27

Do Commodities Have a Risk Premium?

01:01:56 • 3min

28

Is Carry a Compliment to Trend?

01:04:42 • 2min

29

How to Maximize the Return on Equity Markets

01:06:43 • 2min

30

The New Podcast - Adam Butler

01:08:37 • 2min