Episode description

This week, we discuss the possible effects of recent bans on short selling, Howard Mark’s latest memo on the recent rally in asset prices, the Wirecard debacle of losing $1.9billion, Tesla’s ascension to having the largest market cap of all car manufacturers in the world, the benefits of Trend Following in a diversified portfolio, the power of non-correlated strategies combined, and the secret sauce of Trend Following.  Questions we answer include: How do Central Bank policies affect Trend Following strategies? Are some markets more prone to trends than others?

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Episode TimeStamps:

00:00 – Intro

01:40 – Howard Marks memo on the recent rally in asset prices (The Anatomy of A Rally)

03:41 – Weekly review of performance

07:31 – The banning of short-selling

13:49 – Tesla trading above $1000 for the 1st time

19:43 – Question One; Thomas: How do central bank policies affect Trend Following?

36:45 – Question Two; Stratesdown: How many strategies should I run on each market?

47:21 – Question Three; Brian: Are some markets more prone to trends than others?

51:35 – Announcement of new Top Traders Unplugged mini-series

53:11 – Benchmark performance update

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