

004 - Two Quants - Moritz Seibert & Moritz Heiden (Part II)
Sep 21, 2023
Two quants from Takahe Capital discuss their funds, strategies, and trading philosophy. They talk about automation and scalability in trading, creating and selling indices, volatility control, the Bitcoin basis trade, structural changes in European dividend index futures, trading strategies and market efficiency, and their experiences with trend following.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 6min
Automation and Scalability in Trading
05:31 • 12min
Creating and Selling Indices, Volatility Control, and the Bitcoin Basis Trade
17:15 • 2min
Structural changes in European dividend index futures and the interest in commodities
19:29 • 2min
Trading Strategies and Market Efficiency
21:54 • 22min
Trading Experiences and Trend Following Approach
44:04 • 3min