Episode description
Moritz Seibert returns to the show today to discuss the challenges of managing large amounts of cash in a high-inflationary environment, the importance of maintaining a healthy attitude during long winning-streaks, the resurgence & resilience of the GameStop short-squeeze, Bitcoin reaching $60,000, the importance of prioritising process over outcome, the new VIX ETFs for Bitcoin & Ethereum, and whether or not Gold is a safe long-term investment.
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In this episode, we discuss:
- Smart ways to manage cash during periods of high inflation
- Staying humble during long winning periods
- The GameStop short-squeeze
- New volatility-based ETFs for Cryptocurrencies
- Why analysing the outcome instead of the process may prove costly in the long run
- Can we still call Gold a 'safe-haven' asset?
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Episode TimeStamps:
00:00 - Intro
01:33 - Macro recap from Niels
04:45 - Weekly review of performance
32:56 - Q1; Daniel: How much do you risk per trade?
48:32 - Q2; Karl: When using moving average crossovers, how do you get back into a trade you were quickly stopped out of?
53:25 - Q3; Mark: Why should I place short trades if my backtest says long trades are more profitable? Have you looked at synthetic data, going back over 200 years?
01:02:58 - Benchmark performance update
01:03:52 - Recommended listening or reading this week: