Loading Episode...
Top Traders Unplugged - Niels Kaastrup-Larsen 23rd May 2021
SI141: Aligning 'Operation Tempo' with your Trading Personality ft. Mark Rzepcyznski
00:00:00 01:15:47

SI141: Aligning 'Operation Tempo' with your Trading Personality ft. Mark Rzepcyznski

Mark Rzepczynski joins us today to discuss China’s move to ban Bitcoin trading, the Federal Reserve’s announcement of research into a new central bank digital currency, some of the issues around inflation and how it might affect trading, the psychology of drawdowns and the time in between new highs, how inflation can distort price signals, the recent rise of the ‘Misery Index’, Michael Burry’s huge bet against Tesla, the importance of exits in Trend Following strategies, and matching the right ‘Operation Tempo’ for your trading personality.

In this episode, we discuss:

  • China's recent banning of Bitcoin trading and mining
  • The Federal Reserve's announcement of a possible new digital currency
  • Inflation and its effects on trading
  • The psychology around drawdowns
  • Price signals and how they can be distorted by inflation
  • Matching what Mark terms as 'Operation Tempo' with your personality

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

Follow Mark on Twitter.

IT’s TRUE 👀 – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro

02:11 – Macro recap from Niels

05:49 – Weekly review of performance

11:00 – Further discussion on our recent talking point of discretionary versus systematic, including some comments from Top Traders Unplugged community member, Danny

13:38   Q1; Fernando: Does it get easier with time and experience, to endure drawdowns?

22:40 – Some of the issues around inflation and how that might affect trading

44:30 – Momentum crashes and decision-clustering

57:35 – The importance of matching your personality to the timeframes you trade

01:04:10 – When is the best time to invest in Trend Following?

01:11:28  Benchmark performance update

01:12:30 - Recommended listening or reading this week: MacroVoices Podcast featuring David Rosenberg