145 Systematic Investor Series ft Mark Rzepczynski – June 20th, 2021
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Description
Mark Rzepczynski returns this week to discuss the recent decline in commodity prices, perceived hawkish comments from the Federal Reserve, trading narratives versus trading price action, the feasibility of Trend Following on options, the increased time & labour of short-term trading, the benefits of huge sample sizes, the differences between trading single stocks versus index futures, how investing rules offset our natural human tendencies, whether Technical Analysis contributes to typical Trend Following strategies, and Mark explains the ‘3 D’s’ of inflation. You can find Mark’s latest writings here. If you would like to leave us a voicemail to play on the show, you can do so here. Check out our Global Macro series here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to [email protected] Follow Niels & Mark on Twitter: @TopTradersLive  & @MRzepczynski And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆. Episode TimeStamps: 00:00 – Intro 01:37 – A big thank you to listeners of the show for leaving your 5-star reviews on iTunes 02:32 – Macro recap from Niels 06:19 – Weekly review of performance 16:53  – Q1; Omar: Why is Trend Following associated mostly to futures? 31:32  – Q2; Mohammed: How do I overcome a lack of patience and discipline? 35:33  – Q3; Abishek: How does Technical Analysis relate to Trend Following? 39:43 – Predicting market reactions to Federal Reserve announcements 56:26 – How price moves change narratives and not the other way around 1:00:16 – The ‘Three D’s’ of inflation 1:05:33 – When is the best time to invest in Trend Following? 1:11:29 – Benchmark performance update 1:12:52 - Recommended listening or reading this week: The Half Life of Facts by Samuel Arbesman and The Premonition by Michael Lewis Subscribe on:
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