Mark Rzepczynski joins me in this week’s episode, to discuss strategies for rebalancing your portfolio, the coming de-globalisation and its impact on Trend Following, especially in light of events in Ukraine, the Hedger’s dilemma and how the LME may have lost the trust of its clients, divergence and how it might cause disruption in markets, what Mark learned from working with Ned Johnson III at Fidelity, and how the principle of Kaizen can be applied to trend following.
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In this episode, we discuss:
- Different strategies for rebalancing your portfolio
- How de-globalisation can impact Trend Following
- The recent events in Nickel trading at the LME
- How divergence might cause disruption in markets,
- How the Japanese philosophy, Kaizen, can be applied to trend following
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Episode TimeStamps:
00:00 - Intro
02:10 - Market recap
04:41 - What has caught Mark’s attention recently?
13:46 - Overview of the week
18:28 - Q1, Brett: Any thoughts on rebalancing based on trending performance?
30:45 - Trend Following, globalization and the Dark Ages
47:15 - What happened at LME?
59:18 - Fidelity, Edward Johnson and the Kaizen philosophy
01:14:29 - Update on performance
Resources discussed in this Episode:
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