Today, Rob Carver joins us to discuss what happened in the Trend Following world the past few weeks and takes questions from listeners regarding long/short portfolios and how to choose the right criteria for stock selection, positive and negative skew strategies and why mixing them together can be beneficial, interest rates and what to do with uninvested cash in your trading account, the substance and value of big research teams and whether they are “overthinking” the systematic investment game, asset classes and allocating risk, important differences between a moving average crossover strategy and a breakout strategy and much more.

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Episode TimeStamps:

00:00 - Intro

02:21 - Market recap

04:55 - Update from Rob

14:50 - Q1, Adrian: “Good” criterias for stock selection?

22:32 - Q2, Emre: Arguments for mixing positive/negative skew strategies?

28:12 - Q3, Blink18: What to do with uninvested cash?

33:45 - Q4, Harry Hindsight: What do big research teams really do?

42:38 - Q5, Richard: Should the class level of an instrument be a criteria for inclusion?

48:34 - Q6, Adam: Difference between moving average crossover and breakout strategy?

54:14 - Q7, James: Common methodologies for position size?

57:34 - The Financial plumbing

01:05:20 - Fixed income markets are not all the same

01:11:20 - War Stories

01:17:25 - Performance

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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

SI190: Overthinking the Systematic Investment Game ft. Rob Carver

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