This week, we discuss the possible effects of recent bans on short selling, Howard Mark’s latest memo on the recent rally in asset prices, the Wirecard debacle of losing $1.9billion, Tesla’s ascension to having the largest market cap of all car manufacturers in the world, the benefits of Trend Following in a diversified portfolio, the power of non-correlated strategies combined, and the secret sauce of Trend Following. Questions we answer include: How do Central Bank policies affect Trend Following strategies? Are some markets more prone to trends than others?

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Episode TimeStamps:

00:00 – Intro

01:40 – Howard Marks memo on the recent rally in asset prices (The Anatomy of A Rally)

03:41 – Weekly review of performance

07:31 – The banning of short-selling

13:49 – Tesla trading above $1000 for the 1st time

19:43 – Question One; Thomas: How do central bank policies affect Trend Following?

36:45 – Question Two; Stratesdown: How many strategies should I run on each market?

47:21 – Question Three; Brian: Are some markets more prone to trends than others?

51:35 – Announcement of new Top Traders Unplugged mini-series

53:11 – Benchmark performance update

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Disclaimer

SI93: Howard Mark’s latest memo, TESLA and Wirecard ft. Moritz Seibert