We Study Billionaires - The Investor’s Podcast Network

TIP308: Trend Following Investing w/ Niels Kaastrup-Larsen (Business Podcast)

Aug 2, 2020

Niels Kaastrup-Larsen, a hedge fund veteran with over 25 years of experience, dives into the nuances of trend-following investing. He discusses why this strategy is essential in a diversified portfolio and how it complements value investing. Niels emphasizes the importance of adapting trading rules to evolving market conditions and highlights commodities as the top sector for trend followers. With insights on market volatility, he shares the psychological aspects of trading and advocates for rule-based strategies to enhance investment decisions.

48:37

Episode guests

Niels Kaastrup-Larsen

AI Chapters

Episode notes

Intro

4min

Navigating Trend Following Investing

8min

The Power of Trend-Following Investing

7min

Navigating Investment Strategies in Crisis

9min

Navigating Market Trends

7min

Navigating Crises: The Art of Trend Following

13min

Understanding Human Behavior in Trend Following Investments

4min

Niels Kaastrup-Larsen implemented a trend following approach to investing. Through this episode, we discuss the specifics of this style of investing and how it’s so different than all the other styles we’ve ever covered in the past.

IN THIS EPISODE, YOU’LL LEARN:

Why should you have trend following in a diversified portfolio?
Why trend following and value investing complement each other well.
How to follow a rule-based strategy and when you should change your rules.
Why the best trend following sector is commodities.
Why trend following is interesting at this point in time of the interest rate cycle.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Niels Kaastrup-Larsen's free guide and free book about trend following.
Listen to Niels Kaastrup-Larsen’s popular podcast, Top Traders Unplugged.
Niels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollar.
How much DUNN Capital has outperformed the S&P500 since 1974.
CME group white paper Lintner Revisited.

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