SI75: Morgan Housel on history being a bad guide for the future - a podcast by Niels Kaastrup-Larsen

from 2020-02-16T06:23

:: ::

On today’s show, we discuss Morgan Housel’s recent article on history & historians generally being a bad guide for the future, the popularity of negative predictions, social media as a gauge for current market conditions, the limits of trading indexes versus diversified individual stocks, why following price may be more important than just committing to a bullish or bearish position, and Meb Faber’s recent interview with Tim Hayes, who talked about the dangers of non-price-based indicators.
If any listeners would like to leave us a voicemail message to play on the show, you can do so here.
Learn more about the free-to-use Top Traders Unplugged Trend Barometer here.
You can download your free guide to Systematic Investing, and subscribe to our mailing list by visiting TopTradersUnplugged.com
Get a free copy of my latest book "The Many Flavors of Trend Following" here.
Find your free copy of Top Traders Unplugged 100 Best Investment Books of all Time here.
Send your questions to info@toptradersunplugged.com
Follow Niels, Jerry & Moritz on Twitter:
@TopTradersLive, @RJparkerjr09 and @MoritzSeibert
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.

Episode Summary
0:00 - Intro
1:12 - Macro recap from Niels
2:59 - Weekly review of returns
5:23 - Top Tweets
34:12 - Michael; Question 1: Would avoiding all S&P500 stocks improve a Trend Following system?
36:57 - Chris; Question 2: Can you explain the term ‘Vol Targeting’?
43:40 - Adrian: Question 3: What recent client requests have you refused to accommodate, when it comes to altering either your strategies, or your business?
53:31 - Francois; Comment related to recent episodes where we discussed Trend Following on equities
57:24 - Performance recap
Subscribe on:

Further episodes of Top Traders Unplugged

Further podcasts by Niels Kaastrup-Larsen

Website of Niels Kaastrup-Larsen