Episode description

Today, we discuss comments from Warren Buffett in the recent Berkshire Hathaway shareholders meeting, AQR Capital’s recent research finding pure Trend Following strategies to be a better hedge in bear markets than Options strategies, the oil market & the USO ETF, how commodities are great diversifiers which often outperform equities, how to think about market inefficiencies, and why it’s never too late to invest into Trend Following.

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

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Episode TimeStamps:

00:00 – Intro

01:53 – Macro recap from Niels

07:24 – Weekly review of returns

40:38 – Alastair: Questions 1/2/3:  How do you pick which month futures contract to trade?  Is there any possible alpha in how you roll a futures contract?  What is your overall reason for doing what you do in the markets?

52:22 – Top Tweet

53:49 – Performance recap

56:35 – Announcement of next week’s special guest, Nick Leeson

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In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click...