Summary: <br> Today we discuss the disconnect between stock market prices & their expected returns based on economic data, why current p&l may not reflect the quality of your positions, and the potential role of central banks in the future. Questions we answer include: How do you reduce futures rollover costs? How often should a Trend Follower look at their portfolio?<br> Documentaries mentioned: <a href="https://www.youtube.com/watch?v=G5tJcHjapnE">The Fourth Turning Explained</a> and <a href="https://www.youtube.com/watch?v=5-IZZxyb1GI">Prince of the Yen</a><br> If you would like to leave us a voicemail to play on the show, you can do so <a href="https://www.speakpipe.com/ttuvoicemail">here</a>.<br> Learn more about the Trend Barometer <a href="https://www.toptradersunplugged.com/resources/market-trends/">here</a>.<br> 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 <a href="http://bit.ly/36bzny2">here</a>.<br> And you can get a free copy of my latest book "The Many Flavors of Trend Following" <a href="http://www.toptradersunplugged.com/book">here</a>.<br> Send your questions to <a href="mailto:info@toptradersunplugged.com">info@toptradersunplugged.com</a><br> Follow Niels, Jerry, & 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 & 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> <br> Episode Summary<br> 0:00 - Intro<br> 1:08 - Macro recap from Niels<br> 3:18 - Weekly review of returns<br> 9:07 - Global macro discussion<br> 29:11 - Abhishek: Question 1: How do you reduce the problem of futures rollover costs?<br> 32:37 - Tim: Question 2: How often should you look at your portolio?<br> 35:00 - Karl: Question 3: How many positions should I have open at 0.5% equity risk per trade?<br> 40:38 - 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>
