09 The Systematic Investor Series – November 12th, 2018
The Internet has made a huge impact on our lives. For instance, you can now hire a driver with just a single click while sitting at your home. Similarly, you can now rent homes with home-sharing apps. The same is the case with the P2P / Crowdfunding platforms. However, these platforms are supposed to provide an opportunity for small businesses that need funds to launch their business idea.
Welcome to The Systematic Investor series. It’s a great privilege for me to invite you to a behind the scenes conversation between some of my favorite systematic investors namely Jerry Parker and Moritz Seibert. We get on a “call” each week to discuss the events that took place through the lens of a Systematic Investor and how the trading strategies we work with are reacting. It’s a raw and honest exploration and we hope you will join and be part of…not least by sending us questions that we can discuss. Please send your questions to info@toptradersunplugged.com
Episode Summary
0:00 – Intro
0:50 – Weekly review
8:50 – Top tweets
24:30 – Question 1: Brian; What makes a trend follower a trend follower (are there variations on TF)?
32:20 – Question 2: Seth; What is the best way to achieve diversification in the fixed income/rates sector?
38:45 – Discussion papers: Winton, Tim Price
49:30 – Performance recap
*This was originally published in Top Traders Unplugged.
