SI139: How to Beat Unpredictable Markets ft. Moritz Seibert

May 9, 2021

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Moritz Seibert returns to the show today to discuss the Berkshire Hathaway annual general meeting, the possible raise in interest rates by the Federal Reserve, today’s great environment for Trend Following, the unpredictable nature of the markets and future trends, decentralised finance, increasing ESG requirements in the investment industry, the meteoric rise of Lumber prices, new and smaller Bitcoin futures contracts being listed on the CME, thoughts on Ethereum and Ethereum futures, and the possible advantages of being in a Trend Follower in the cryptocurrency space versus the buy & hold speculators.

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In this episode, we discuss:

Berkshire Hathaways's recent annual general meeting
The likelihood of the Federal Reserve raising interest rates
How to overcome the unpredictable nature of markets
Thoughts on De-Fi
Increasing sustainability requirements of the investment industry
The newer, smaller futures contracts being listed on the CME
Trend Following on cryptocurrencies

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Episode TimeStamps:

00:00 - Intro

01:21 - Macro recap from Niels

02:49 - Weekly review of returns

11:02 - The Berkshire Hathaway annual general meeting

26:24 - Why Lumber prices are on the rise

32:44 - New and smaller Bitcoin futures contracts being listed on the CME

36:50 - Ethereum futures

45:46 - Continued outflows from Cathy Wood’s ARKK innovation ETF

46:42 - Q1; John: What is your methodology for selecting which contract month to trade, and when to roll?

52:46 - Q2; Brian: What topics, articles, blogs, podcasts or books do you recommend for somebody who wants to learn about cryptocurrencies as fast and easy as possible?

59:28 - Benchmark performance update

01:00:11 - Recommended listening or reading this week: 'Why the Price of Lumber Has Soared' on the Odd Lots Podcast and Michael Lewis on the Masters in Business Podcast and Tom Basso on Trend Following Radio

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