Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Content provided by Niels Kaastrup-Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Niels Kaastrup-Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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SI353: You Don’t Buy It for Returns. You Buy It Because It Works! ft. Yoav Git
Manage episode 490005935 series 44605
Content provided by Niels Kaastrup-Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Niels Kaastrup-Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Some of the most effective portfolio components may generate little or no return on their own. In this episode, Niels Kaastrup-Larsen and Yoav Git explore that discomfort - why allocators often overlook strategies that offer the most structural value. Through a series of new research papers, they examine how negative correlation, volatility, and capital efficiency can outweigh standalone performance, and why trend following continues to challenge conventional assumptions. It’s a conversation about construction over conviction, contribution over headline returns, and the gap between what improves a portfolio and what investors are willing to own.
-----
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 [email protected]
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 Yoav on LinkedIn.
Episode TimeStamps:
00:13 - Introduction and latest update
07:57 - Trend Following score card
12:38 - Latest paper from R.G. Niederhoffer
26:45 - Latest insights from Quantica Capital
36:55 - Review of Soc Gen's latest report on the state of the CTA Industry
44:52 - The Science and Practice of Trend-following Systems paper by Artur Sepp
Resources discussed in this Episode:
- LINK SI353: From Tariffs to Trends
- LINK SI353: Keeping up with the Trend-Followers
- LINK SI353: The Science & Practice of Trend-Following Systems
Copyright © 2024 – 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. 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
898 episodes
Share
Manage episode 490005935 series 44605
Content provided by Niels Kaastrup-Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Niels Kaastrup-Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Some of the most effective portfolio components may generate little or no return on their own. In this episode, Niels Kaastrup-Larsen and Yoav Git explore that discomfort - why allocators often overlook strategies that offer the most structural value. Through a series of new research papers, they examine how negative correlation, volatility, and capital efficiency can outweigh standalone performance, and why trend following continues to challenge conventional assumptions. It’s a conversation about construction over conviction, contribution over headline returns, and the gap between what improves a portfolio and what investors are willing to own.
-----
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 [email protected]
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 Yoav on LinkedIn.
Episode TimeStamps:
00:13 - Introduction and latest update
07:57 - Trend Following score card
12:38 - Latest paper from R.G. Niederhoffer
26:45 - Latest insights from Quantica Capital
36:55 - Review of Soc Gen's latest report on the state of the CTA Industry
44:52 - The Science and Practice of Trend-following Systems paper by Artur Sepp
Resources discussed in this Episode:
- LINK SI353: From Tariffs to Trends
- LINK SI353: Keeping up with the Trend-Followers
- LINK SI353: The Science & Practice of Trend-Following Systems
Copyright © 2024 – 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. 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
898 episodes
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Similar to Top Traders Unplugged
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
4k1k
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Kara Goldin, Founder of Hint and Author of the WSJ Best Seller Undaunted, brings listeners real, unfiltered conversations with today’s boldest entrepreneurs, leaders, disruptors, and change-makers on The Kara Goldin Show. From overcoming setbacks to building iconic brands, Kara dives deep into the stories of those who dared to do things differently. Guests like Tony Robbins (entrepreneur, author), Chip Wilson (Lululemon), Guy Kawasaki (Apple, Canva), Mindy Grossman (WW), and Amy Errett (Madi ...
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