SI83: Responsible Investing and how to cope with extreme volatility ft. Moritz Seibert

Apr 12, 2020

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In this episode, we discuss how Trend Following strategies are able to cope with the extra volatility around huge world events, Transtrend’s recent article on responsible investing and why that includes the ability to short a market, the current oil situation, and recent interview appearances by Ray Dalio and Danielle DiMartino Booth. Questions answered this week include: Can Trend Following do well in a hyper inflationary environment? Have you discovered anything new from the 2020 Crash?

Interviews mentioned: Danielle DiMartino Booth on Valuetainment and Ray Dalio on TED

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Episode TimeStamps:

00:00 – Intro

01:55 – Macro recap from Niels

07:06 – Weekly review of performance

08:09 – Top Tweets

36:58 – Craig: Question 1: Can Trend Following do well in a hyper-inflationary environment?

46:31 – George: Question 2: Have you discovered anything new from the 2020 crash?

53:49 – Benchmark performance update

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