Today, we are joined by Jerry Parker to discuss how recessions affect current trends and returns for Trend Followers, how to use ATR to determine the initial stop and when to switch to using a trailing stop for your position. We also discuss if it's possible to achieve comparable performance when investing through a public or private fund. Finally we turn to a few imporant topics like how “alts” or "alternatives" mean different things to different people, the Commodity Super Cycle and how it can create a false narrative, how Trend Following adapts to market regimes and much more.

-----

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

-----

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 Jerry on Twitter.

Episode TimeStamps:

00:00 - Intro

01:57 - Market overview

09:42 - Q1, Andre: What to expect after a good run in Trend Following returns

13:51 - Q2, Ryan: How to use Average True Range (ATR)

27:05 - Q3, David: Performance in public mutual funds vs. offshore funds

32:07 - Q4, Paul: When to switch from Initial to Trailing stop and sizing your position

39:56 - Q5, Victor: How did Jerry manage to give back 200 ATRs in TESLA?

47:17 - Q6, Victor: How to Allocate your Risk Budget to avoid running out of cash?

53:41 - The different meatnings of “Alts” when it comes to investing

01:02:04 - Commodity Super Cycles - a false narrative?

01:09:51 - How Trend Following adapts to ever chaning market regimes

01:13:02 - What to expect from Trend Following in the long run

01:18:37 - Industry performance update

----

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

SI198: Trend Following wearing Loose Pants ft. Jerry Parker

Powered by Wave AI