Top Traders Unplugged

SI207: Trend Following: The Perfect Portfolio? ft. Jerry Parker

Aug 27, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
What's Going on in the Market?
02:03 • 5min
3
Trent Following Performance This Week
07:15 • 4min
4
The Stock Markets - What's Up for the Month?
10:58 • 4min
5
The Futures Industry Is Not Replicating Outlier Trades
14:47 • 2min
6
Is It Possible to Replicate a Chesapeake Stock?
17:08 • 3min
7
Why Shouldn't Managers Charge a Reasonable Fee?
20:31 • 3min
8
Can You Replicate Chesapeake?
23:21 • 2min
9
The Incentives Versus Flat Fees
25:45 • 3min
10
How Much Does the Manager Have Invested in Their Own Fund?
28:54 • 4min
11
Er, Is There Any Money in Your Own Fund?
32:37 • 3min
12
Managing Futures - It's Trent Following
35:58 • 3min
13
Er, I'm Not Surprised Th T This Is How You Feel.
39:15 • 5min
14
Do You See a Difference in Trading Outliers?
44:02 • 2min
15
I Think There Could Be More Differences in Performance in the Future
45:35 • 6min
16
Is Trenfalling the Perfect Portfolio?
51:25 • 5min
17
Trend Following
56:40 • 3min
18
How Do Markets Get Into a Portfolio?
01:00:04 • 3min
19
Er, Big Beliefs
01:03:28 • 4min
20
Sitting Still Feels Reckless in a Fast Moving World
01:07:18 • 4min
21
I Don't Have Confidence in My Positions
01:11:16 • 3min
22
The Systematic Investor Hon Ca Series
01:13:59 • 2min