Top Traders Unplugged

SI197: Why Trend Following Works...Especially Now ft. Mark Rzepczynski

Jun 19, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Investing in the US - It's Never Too Late
02:15 • 2min
3
What Are the Long Term Trends?
04:33 • 2min
4
Globalization and the Rise of Carryon
06:50 • 3min
5
Tren Follows - A Week of a Coin Tuss
09:52 • 3min
6
How Should I Increase My Position Size When New Capital Is Added?
13:09 • 3min
7
How Long Will a Trend Last?
16:15 • 2min
8
Put the Money to Work Straightway
18:33 • 2min
9
Investing in Long Term Tren Follow - Transaction Cost?
20:38 • 3min
10
The Value of Experienced Traders in the Futures Business
23:34 • 2min
11
The Great Re Price Scene of Risk Crisis
25:10 • 2min
12
Is Trend Following the Solution?
27:33 • 3min
13
Trend Followers Are Dislocation Seeking
30:14 • 3min
14
Is There a Transitory Inflation?
33:18 • 2min
15
You Can Have Large Stochastic Events That Drive Performance
35:31 • 3min
16
What's the Difference Between a Sequence of Small Stuns and a Stagflation?
38:28 • 2min
17
The Uncertainty Effect for Macro Trends
40:37 • 3min
18
The Inflation Expectation Effect
43:27 • 3min
19
Is There a Positive Correlation Between Bonds and Stocks?
46:03 • 2min
20
Is There a Negative Correlation Between Bonds and Stocks?
48:24 • 2min
21
Is Low Interest Rates a Manipulation Issue?
50:50 • 2min
22
Is That a Confidence Builder?
53:12 • 2min
23
Investing in Long Term Trend Following
55:28 • 4min
24
The Infer Structure Costs Will Last Longer Than Expected
59:57 • 3min
25
Short Term Trading Strategies Are Not the Place to Be
01:03:04 • 2min
26
Long Term Trend Followers Are a Liquidity Taker
01:05:13 • 3min
27
How Do I Manage My Risk?
01:07:52 • 3min
28
What's the Key to Following Prices?
01:10:22 • 5min