75 The Systematic Investor Series – February 16th, 2020




Top Traders Unplugged show

Summary: <br> On today’s show, we discuss Morgan Housel’s recent article on history &amp; historians generally being a bad guide for the future, the popularity of negative predictions, social media as a gauge for current market conditions, the limits of trading indexes versus diversified individual stocks, why following price may be more important than just committing to a bullish or bearish position, and Meb Faber’s recent interview with Tim Hayes, who talked about the dangers of non-price-based indicators.<br> If any listeners would like to leave us a voicemail message to play on the show, you can do so <a href="https://www.speakpipe.com/ttuvoicemail">here</a>.<br> Learn more about the free-to-use Top Traders Unplugged Trend Barometer here.<br> You can download your free guide to Systematic Investing, and subscribe to our mailing list by visiting <a href="http://www.toptradersunplugged.com/">TopTradersUnplugged.com</a><br> Get a free copy of my latest book "The Many Flavors of Trend Following" <a href="http://www.toptradersunplugged.com/book">here</a>.<br> Find your free copy of Top Traders Unplugged 100 Best Investment Books of all Time <a href="http://bit.ly/36bzny2">here</a>.<br> Send your questions to <a href="mailto:info@toptradersunplugged.com">info@toptradersunplugged.com</a><br> Follow Niels, Jerry &amp; Moritz on Twitter:<br> <a href="https://twitter.com/TopTradersLive">@TopTradersLive,</a> <a href="https://twitter.com/rjparkerjr09">@RJparkerjr09</a> and <a href="https://twitter.com/moritzseibert">@MoritzSeibert</a><br> And please share this episode with a like-minded friend and leave an honest rating &amp; review on <a href="https://itunes.apple.com/us/podcast/top-traders-unplugged-niels/id888420325?mt=2">iTunes</a> so more people can discover the podcast.<br> <br> Episode Summary<br> 0:00 - Intro<br> 1:12 - Macro recap from Niels<br> 2:59 - Weekly review of returns<br> 5:23 - Top Tweets<br> 34:12 - Michael; Question 1: Would avoiding all S&amp;P500 stocks improve a Trend Following system?<br> 36:57 - Chris; Question 2: Can you explain the term ‘Vol Targeting’?<br> 43:40 - Adrian: Question 3: What recent client requests have you refused to accommodate, when it comes to altering either your strategies, or your business?<br> 53:31 - Francois; Comment related to recent episodes where we discussed Trend Following on equities<br> 57:24 - Performance recap<br> Subscribe on:<br> <a href="https://www.toptradersunplugged.com/itunes" target="_blank" rel="noopener noreferrer"></a> <a href="https://www.stitcher.com/podcast/top-traders-unplugged" target="_blank" rel="noopener noreferrer"></a> <a href="https://soundcloud.com/toptradersunplugged-com/" target="_blank" rel="noopener noreferrer"></a><br>