SI178: Value Investing vs Trend Following ft. Jerry Parker - podcast episode cover

SI178: Value Investing vs Trend Following ft. Jerry Parker

Feb 06, 20221 hr 17 min
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Episode description

Jerry Parker joins us today to discuss the importance of hanging on to your outlier winners, value investing versus trend following, the optimum number of entry & signals per trade, the need to redefine ‘safe assets’, Jerry & Richard Brennans’ thoughts on Howard Marks’ remarks about Trend Following, risk parity within a Trend Following portfolio, the unpredictability of endogenous outliers, and deconstructing the old narrative that ‘Trend Following is dead’.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

  • Letting winners run and cutting losses early
  • Using 1 entry signal and 1 exit signal per trade versus multiple signals
  • Redefining what are typically known as ‘safe assets’
  • Howard Marks’ opinion on following price
  • Achieving effective risk parity within a portfolio
  • How endogenous outliers are hard to predict

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And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

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Episode TimeStamps:

00:00 – Intro

01:44 – Macro recap from Niels

05:24 – Weekly review of performance

11:51 – Jerry & Rich’s thoughts on Howard Mark’s opinion of Trend Following

24:46 – Why exit rules might be harder to create than entry rules

43:45 – Risk parity within a Trend Following portfolio

51:03 – The unpredictability of endogenous outliers

01:10:08 – The old narrative that ‘Trend Following is dead’

01:13:54  Benchmark performance...

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SI178: Value Investing vs Trend Following ft. Jerry Parker | Top Traders Unplugged podcast - Listen or read transcript on Metacast