Trends, Tall Heads, and Transformations with Transtrend’s Harold de Boer

The Derivative

Dive into the fascinating world of trend following with Jeff Malec and one of the GOATs: Harold de Boer, a pioneering systematic trader who transformed his life path from a Dutch dairy farm into the sophisticated global investment firm Transtrend. In this episode, Harold shares insights into the evolution of trend following, discussing how understanding market trends is similar to understanding herd behavior, navigating complex market correlations, and maintaining resilience during challenging periods. Learn about the nuanced approach to trading across hundreds of markets, the importance of diversification, and why trend following remains a dynamic and adaptive investment strategy. With humor, historical perspective, and deep expertise, Harold reveals the art and science behind successful systematic trading. - Don’t miss a particular riveting segment at the end of this discussion on US cinema at its best - SEND IT!Chapters:

00:00-00:50 = Intro

00:51-03:23= Lessons from the Pasture

03:24-15:09= Rotterdam and the Netherlands: A Brief Introduction

15:10-37:13= Market Diversification and the Evolution of Trend Following

37:14-49:00=Navigating Market Complexity: Filters, Risks, and Trend Following Innovation

49:01-01:03:59= Resilience and Adaptation: Surviving Trend Following Drawdowns

01:04:00-01:10:59= Cinematic Insights: A Coen brother’s tribute

From the episode:

The Coffee Trader (Book)

Fat tails and tall heads blog post: https://www.rcmalternatives.com/2013/02/fat-tails-and-tall-heads/

Advanced Hedge Fund Replication with the Top Down – riding diverse ETF modeling flows with DBi’s Andrew Beer

Trading Movies blog post

Follow along with Harold and Transtrend on LinkedIn and be sure to check out their website for more information at transtrend.com/en

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