SI211: A Trend Following Renaissance? ft. Mark Rzepczynski

1h 5m ·

SI211: A Trend Following Renaissance? ft. Mark Rzepczynski

Today, Mark Rzepczynsky joins after an intense week for central banks and global markets. We discuss how the current situation affects us as Trend Followers and the potential systemic risks in the futures exchange community in case of a global financial reset event and how we can use what we learned during the pandemic to tackle the issues of liquidity. We also discuss the difference between CTAs and Trend Followers and why the big investment banks should support their trend following clients...instead of trying to front-run our signals. We debate the global fixed income markets and how central banks create the foundation of a global recession, how what we are experiencing now in terms for trendiness in the markets may just be the beginning, why people who have a need for closure don’t do well with uncertainty and much more. - - Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Mark on https://twitter.com/mrzepczynski (Twitter). Episode TimeStamps: 00:00 - Intro 02:23 - Key events from this week? 11:15 - Industry performance update 16:25 - Q1, Matthew: The potential risks for trend funds in a global reset event? 25:18 - Research paper from UBS about CTAs and quant strategies 39:55 - Digging into the global fixed income markets 44:44 - Strong US Dollar and intervention in the Yen market 49:29 - Is the panic yet to come? 55:02 - Closure and dealing with uncertainty 01:03:15 - Thanks for listening Copyright © 2022 – CMC AG – All Rights Reserved - PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)
Read more

Login to see and leave a comments

  • Sophie

    Great episode loved 12:30 the most good interview

    ·8 likes·
    Mario

    BEEN WAITING FOR THIS. Thank you Andrew for everything you do. Youre a true hero to society for the research you do and for sharing it with the public.

    2 months ago·5 likes·
    Lisaa

    Insightful and timely. Heartfelt words of personal and intuitive wisdom. Matt speaks directly from his heart about life wisdom’s coming from experience and deep thought. I love it. Victoria Mcknight

    2 months ago·8 likes·
    Jasmin

    @yames check this podcast out its a great one

    2 months ago·8 likes·
  • Mario

    The part where he mentions that he wants to be adopted by a more functional family even at 45 yrs really hits home. Really delineates how no matter how old and independent you are, you still need love and support.

    ·5 likes·
    Lisaa

    Very thought out! Can't wait to try it out.

    2 months ago·3 likes·
  • Sophie

    Great episode loved the thing but the intro was a little long

    ·4 likes·
    laurin

    10:30 til around 20:00 is a great part

    2 months ago·1 like·

Podcast hosts

No host has claimed this podcast yet, if you are the host you can verify ownership by claiming this podcast