

SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan
May 20, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Trend Following World: What's Happening Down Under?
01:36 • 4min
The Viability of Short Term Trading Systems
05:35 • 5min
The Importance of Short Term Trend Following
10:33 • 3min
How to Avoid Selection Bias When Selecting Managers
13:35 • 3min
The Power of Computers to Avoid Selection Bias
16:42 • 4min
The Benefits of Hindsight Bias
20:17 • 5min
The Importance of Adaptivity in the Selection Process
25:25 • 2min
The Importance of a Process of Walk Forward
27:13 • 4min
The Serenity Ratio Methodology Produces a Better Return
31:00 • 3min
The Best Way to Hunt Trends in Quantitative Data
33:39 • 4min
The Outlier Hunter
37:09 • 3min
The Leptocertic Tendency in Liquid Markets
40:14 • 3min
The Differences Between Cheetah and Spider Hunting
42:57 • 2min
How to Use Trend Following Techniques to Make Money
45:06 • 3min
The Cheating Spider and the Private Family Company
48:36 • 4min
The Fragility of Optimizing Processes
52:36 • 3min
How to Be a Systematic Investor
55:44 • 2min