IN THIS EPISODE, YOU’LL LEARN:

• Why should you have trend following in a diversified portfolio?
• Why trend following and value investing complement each other well.
• How to follow a rule-based strategy and when you should change your rules.
• Why the best trend following sector is commodities.
• Why trend following is interesting at this point in time of the interest rate cycle.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro 00:00
You’re listening to TIP.

Preston Pysh 00:03
On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. Niels has been part of the hedge fund industry for more than 25 years and throughout that period of time he’s implemented a trend following approach to investing. Through this episode, we discuss the specifics of this style of investing and how it’s so different than all the other styles we’ve ever covered in the past. So without further ado, here’s our interview with Niels.

Intro 00:29
You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Stig Brodersen 00:49
Welcome to The Investor’s Podcast! I’m your host, Stig Brodersen. And as always, I’m here with my co-host, Preston Pysh. Today, we also have Niels Kaastrup-Larse with us. Niels, thank you so much for joining us today.

Niels Kaastrup-Larsen 01:02
Thanks for having me! It’s great to be here.

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BOOKS AND RESOURCES

• Niels Kaastrup-Larsen’s free guide and free book about trend following.
• Listen to Niels Kaastrup-Larsen’s popular podcast, Top Traders Unplugged.
• Niels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollar.
• How much DUNN Capital has outperformed the S&P500 since 1974.
• CME group white paper Lintner Revisited.

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