The Systematic Investor Series #102 - August 23rd, 2020
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This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the current outlook for markets necessitates a place for investing in Trend Following strategies, Germany’s move to tax investors on their gold ETF holdings, Volatility-focused trading strategies, and the differences in making adjustments to short term systems vs long term systems. Questions answered this week include: At what point do you decide that your system is no longer working? How do you adjust for ‘conviction’ when placing a trade?
#toptraders #investing #trendfollowing
Episode Summary
0:00 - Intro
2:12 - Macro recap from Niels
17:53 - Weekly review of returns
22:52 - Discussion on how to safely own gold, and the German government’s move to tax investors on their Gold ETF holdings
31:56 - Q1 & Q2; Zaro: At what point do you decide that your model isn’t working? How do you account for ‘conviction’ when placing a trade?
51:05 - Performance recap
===
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Moritz Seibert: https://twitter.com/MoritzSeibert (@MoritzSeibert)
Видео The Systematic Investor Series #102 - August 23rd, 2020 канала Top Traders Unplugged
Or send us a voicemail at: https://www.speakpipe.com/ttuvoicemail
This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the current outlook for markets necessitates a place for investing in Trend Following strategies, Germany’s move to tax investors on their gold ETF holdings, Volatility-focused trading strategies, and the differences in making adjustments to short term systems vs long term systems. Questions answered this week include: At what point do you decide that your system is no longer working? How do you adjust for ‘conviction’ when placing a trade?
#toptraders #investing #trendfollowing
Episode Summary
0:00 - Intro
2:12 - Macro recap from Niels
17:53 - Weekly review of returns
22:52 - Discussion on how to safely own gold, and the German government’s move to tax investors on their Gold ETF holdings
31:56 - Q1 & Q2; Zaro: At what point do you decide that your model isn’t working? How do you account for ‘conviction’ when placing a trade?
51:05 - Performance recap
===
Subscribe to our podcast:
iTunes: https://itunes.apple.com/us/podcast/top-traders-unplugged-niels-kaastrup-larsen-engaging/id888420325?mt=2
Spotify: https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW
Follow us on social media:
TWITTER: https://twitter.com/TopTradersLive (@TopTradersLive)
FACEBOOK: https://www.facebook.com/toptradersunplugged
INSTAGRAM: https://www.instagram.com/toptradersunplugged
SOUNDCLOUD: https://soundcloud.com/toptradersunplugged-com
Moritz Seibert: https://twitter.com/MoritzSeibert (@MoritzSeibert)
Видео The Systematic Investor Series #102 - August 23rd, 2020 канала Top Traders Unplugged
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