Top Traders Unplugged

TTU133: How to deliver Convexity ft. Nigol Koulajian & Mike Harris of Quest Partners

Feb 20, 2023
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1
Introduction
00:00 • 2min
2
The One Investment Strategy That Beats Everything Else in 2022
01:34 • 2min
3
Is There a Unique Source of Alpha in Markets?
03:21 • 2min
4
Is the Market Selling the Tails Too Cheaply?
05:51 • 3min
5
The Buffett Ratio Effectively Is a Great Measure of Stock Market Value
09:06 • 3min
6
How to Trade Futures Versus Options?
12:04 • 3min
7
Is the CTA Industry Too Focused on Sharp?
15:06 • 6min
8
Short-Term Managers and Trend Crowding in the Portfolio
20:51 • 3min
9
Is Sharp Distorting Markets?
24:21 • 2min
10
How Does Crowding Come Into Play?
26:26 • 4min
11
How to Predict the Future of the Market
30:23 • 4min
12
Is There a Multi-Strat Strategy?
33:54 • 4min
13
Identifying Market Crowding in Fixed Income Markets
37:43 • 4min
14
Is Machine Learning a Commodity or a Form of Learning?
41:22 • 5min
15
Using Trend Following Strategies to Trade the S&P 500
45:58 • 3min
16
The D Word of Discipline in the Quants Industry
48:36 • 5min
17
What Do You Think About CTA Replication?
53:30 • 4min
18
The Risk of Replicating a Long Term Manager
57:24 • 3min
19
Capacity Is Not a Goal for a Manager
01:00:16 • 4min
20
High Frequency Trading Is a Very Dangerous Situation
01:04:43 • 3min
21
The Market Microstructure Is Not Only Helping Us to Think About Smarter Ways to Execute
01:07:32 • 2min
22
Short-Term Trading - What's the One Thing You Disagree With the Most About Trend Following?
01:09:19 • 2min
23
What Are Your Thoughts About Short-Term CTAs?
01:11:36 • 4min