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SI263: Changes aren't permanent, but change is ft. Mark Rzepczynski
30th September 2023 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 01:06:09

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Q3 is behind us, and we take stock of how is the trend following industry holding up? Is passthrough fees becoming a problem for investors in the multi-strategy space? Do we still have a bubble economy? Have we lost our imagination of what can happen in the economy? And why is it important to understand psychology when building models? Join us for this fascinating conversation with Mark Rzepczynski where we discuss this, and much more.

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Episode TimeStamps:

01:09 - What's on Mark's radar righ now?

07:25 - Multi-strategies and passthrough fees

19:13 - Industry performance update

22:28 - How is the industry holding up?

25:47 - Big moves in the commodity space

28:55 - Performance numbers

30:02 - The more things change, the more they stay the same

41:04 - Imagine the unimaginable

46:42 - How psychology impacts markets

53:45 - When and when not to be a trend follower

59:49 - A chronological snobbery?

01:04:03 - Important announcement

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

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