This week, we discuss the importance of short sellers for well-functioning markets, the benefits of trading index futures versus cash equities, diversification in a robust Trend Following system, Pfizer’s CEO selling a majority of his stock holdings around the vaccine announcement, the differences between top independent discretionary traders & professional money managers, and the increasing use of Modern Monetary Theory (MMT). Questions we answer this week include: Are shorter timeframes going to be more effective than longer timeframes in the future? What are your thoughts on trading less-liquid markets?
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Episode TimeStamps:
00:00 – Intro
02:02 – Macro recap from Niels
03:09 – Weekly review of performance
28:30 – Q1; James: Would your rules suit cash equities only?
38:54 – Q2; Anti: Shorter-term strategies seem to have done well in the last 5 years, should we be looking to trade these shorter timeframes, instead of the longer-term timeframes?
46:54 – Q3; Michael: What are your thoughts on trading in smaller markets such as butter, rough rice & oats?
01:00:18 – Benchmark performance update
01:06:07 – Recommended podcast listening this week: Stephanie Kelton on the Macro Voices Podcast & Chris Cole on the Grant Williams Podcast
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