Today we discuss the disconnect between stock market prices & their expected returns based on economic data,  why current p&l may not reflect the quality of your positions, and the potential role of central banks in the future.  Questions we answer include: How do you reduce futures rollover costs?  How often should a Trend Follower look at their portfolio?
Documentaries mentioned: https://www.youtube.com/watch?v=G5tJcHjapnE (The Fourth Turning Explained) and https://www.youtube.com/watch?v=5-IZZxyb1GI (Prince of the Yen)
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Episode TimeStamps:
00:00 – Intro
01:08 – Macro recap from Niels
03:18 – Weekly review of performance
09:07 – Global macro discussion
29:11 – Abhishek: Question 1:  How do you reduce the problem of futures rollover costs?
32:37 – Tim: Question 2:  How often should you look at your portolio?
35:00 – Karl: Question 3:  How many positions should I have open at 0.5% equity risk per trade?
40:38 – Benchmark performance update
Copyright © 2022 – CMC AG – All Rights Reserved
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