SI135: WHY Trend Following is the Safest Investment Strategy ft. Moritz Seibert
发布时间 2021-04-11 08:22:00 来源
摘要
Moritz Seibert joins us today to discuss the little-known hedge fund Archegos, who recently blew up and cost billions of dollars for large institutions such as Credit Suisse and Nomura. We also discuss whether cracks are beginning to show in the stock market, the bull market in commodities, opportunities for investing in Chinese commodity markets, the risks of trading in emerging markets, how to trade cryptocurrency futures, and combining Trend Following strategies with none-correlated strategies in the same system.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn this episode, we discuss:Over-leveraged hedge funds showing little regard for riskWhat stage of the bull market in stocks we might be inThe rise in commodity pricesTrading in the Chinese commodity marketsThe possible risks of trading in emerging marketsCrypto futures and how they differ from more traditional futures marketsTrend Following combined with other investment strategies for a complete portfoliocall Gold a 'safe-haven' asset?----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Twitter.Episode TimeStamps:00:00 - Intro02:19 - Macro recap from Niels05:22 - Weekly review of returns12:48 - Quant trading firms being ready to pounce on a possible upcoming commodity boom, especially in China31:05 - The departure of some CTAs away from major exchanges, and the fund Archegos blowing up costing billions for major global banks49:25 - Arbitraging bitcoin futures01:00:45 - Q1; Jim: What are your thoughts on...
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