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SI163: The Importance of Investment Narratives ft. Mark Rzepczynski
24th October 2021 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 01:19:13

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This week, Mark Rzepczynski joins us to discuss the Bitcoin ETF and the increasing likeliness that it won’t be banned by the US government, the need for money managers to convey good stories in order to simplify their processes to clients, why having a long track record of success, with one or two scars, is better than a perfect recent history, how Trend Following has been so successful over 6 decades, and how a non-secretive strategy like Trend Following compares to private equity strategies.

In this episode, we discuss:

  • The future of Bitcoin
  • How money managers can explain their approaches simply to clients
  • Long, successful, but bumpy track records versus recent strong performers
  • Trend Following's incredible success over 6 decades
  • The private equity world compared with systematic investing

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Episode TimeStamps:

00:00 – Intro

01:54 – A big 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:

02:49 – Macro recap from Niels

04:52 – Weekly review of performance

12:33 – Why storylines and narratives matter

52:42 – How effectively communicating what we do can be a challenge in any industry

55:54 – The strategies that tend that lend themselves easier to good narratives

01:06:55 – Some thoughts on the likelihood of upcoming stagflation

01:13:01  Benchmark performance update

01:14:28 – Announcement of new and updated version of the Top Traders Unplugged website which is on the way, as well as a new series on the topic of volatility, hosted by recent guest, Jason Buck