Mark Rzepczynski joins us today to discuss how markets will react to the likely upcoming tapering policies of central banks around the world, how Trend Followers overcome uncertainty, the reasons for and against overriding trading models, the historically optimum balance between bonds, stocks, and Trend Following, how trading non-correlated assets usually results in profitable long-term performance, and why longer-term trading systems tend to achieve the highest returns over time.
In this episode, we discuss:
Overcoming the uncertainty in markets
When to override your system, if ever
Balancing between difference asset classes
The need to trade non-correlated assets
Why longer-term systems achieve higher win percentages
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Follow Mark on https://twitter.com/mrzepczynski (Twitter).
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00:00 – Intro
02:03 – A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen (https://top-traders-unplugged.captivate.fm/listen)
02:26 – Macro recap from Niels
03:50 – Weekly review of performance
09:12 – Q1; Glen: Can you give me some feedback on my equities Trend Following system?
18:00 – Discussion on Central bank tapering
42:15 – Clearing up some of the current discourse around inflation
55:19 – Discussion on overriding models
01:07:52 – Discussion on overriding models
01:11:46 – Benchmark performance update