SI42: Are Stanley Druckenmiller and David Harding right about Trend Following? ft. Salem Abraham
发布时间 2019-07-01 18:08:00 来源
摘要
Today we’re joined on the show by Salem Abraham, a legendary Trend Follower, and President of Abraham Trading Company based in Canadian, Texas. We discuss if Bitcoin has any real value, how Jerry Parker influenced Salem early in his career (and how he was able to help Jerry), why we don’t need to understand the reasons for a price going up, how looking at your returns too often can affect your performance, if Stanley Druckenmiller and David Harding are right about the effectiveness of Trend Following in today’s markets, and how being exposed to a variety of markets can reduce risk in a portfolio. Questions answered include: what is Salem’s preferred timeframe to trade in? Why is there such an increase in Return Dispersion among Trend Following funds today, compared to a while ago? What are Salem’s thoughts on High-Frequency Trading, Electronic Trading, and Arbitrage? Will Trend Following ever become too over-crowded?-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!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.Episode TimeStamps:00:00 – Intro02:45 – Weekly review of Performance including Salem’s thoughts15:35 – Salem describes his background and discussion ensues47:00 – Top tweets01:09:30 – Question: What do you think about the markets being made up of more computers (vs humans)?01:30:15 – Benchmark performance updateCopyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever...
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