Mark Rzepczynski joins us today to discuss China’s move to ban Bitcoin trading, the Federal Reserve’s announcement of research into a new central bank digital currency, some of the issues around inflation and how it might affect trading, the psychology of drawdowns and the time in between new highs, how inflation can distort price signals, the recent rise of the ‘Misery Index’, Michael Burry’s huge bet against Tesla, the importance of exits in Trend Following strategies, and matching the right ‘Operation Tempo’ for your trading personality.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

China's recent banning of Bitcoin trading and mining
The Federal Reserve's announcement of a possible new digital currency
Inflation and its effects on trading
The psychology around drawdowns
Price signals and how they can be distorted by inflation
Matching what Mark terms as 'Operation Tempo' with your personality

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the 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 here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer 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 iTunes or Spotify so more people can discover the podcast.

Follow Mark on Twitter.

Episode TimeStamps:

00:00 – Intro

02:11 – Macro recap from Niels

05:49 – Weekly review of performance

11:00 – Further discussion on our recent talking point of discretionary versus systematic, including some comments from Top Traders Unplugged community member, Danny

13:38 – Q1; Fernando: Does it get easier with time and experience, to endure drawdowns?

22:40 – Some of the issues around inflation and how that might affect trading

44:30 – Momentum crashes and decision-clustering

57:35 – The importance of matching your personality to the timeframes you trade

01:04:10 – When is the best time to invest in Trend Following?

01:11:28 – Benchmark performance update

01:12:30 - Recommended listening or reading this week: MacroVoices Podcast featuring David Rosenberg

----

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. 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! 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. Click Here

Disclaimer