Episode description
Richard Brennan joins us today to discuss the power of Trend Following during periods of heightened uncertainty, Trend Following applied to the ESG space, how endogenous price shocks cause longer-term trends, the new Top Traders Monthly Trend Following report, shorter-term Trend Following versus longer-term, and how ‘buy the dip’ investors are likely unprepared for sustained underperformance in stocks.
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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:
- Why now might be the best time to be invested in Trend Following strategies
- How systematic investing can be applied to the ESG space
- The cause of longer-term price trends
- The Top Traders Monthly Trend Following report
- The best lookback period for Trend Following models
- The need to diversify away from the ‘buy the dip’ mentality
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Episode TimeStamps:
00:00 – Intro
03:49 – Macro recap from Niels
06:40 – Weekly review of performance
16:35 – Thoughts on Niels, Rich & Jerrys’ LinkedIn conversation with Harold De Boer of Transtrend
23:16 – Q1; Frank : How do you see Trend Following strategies fitting into the ESG space?
31:43 – Why we developed the Top Traders Monthly...