Today we welcome back Jerry Parker and Moritz Seibert onto the show to discuss the possible long-term breakout of commodity prices, trading Tesla around its inclusion into the S&P 500 index, carrying out non-system trades, Bitcoin reaching new all-time highs, the importance of staying in some of these long-awaited trends, relying on your backtest regardless of the circumstances, why long-only buy & hold funds might not deserve many plaudits this year, the perfect time to make adjustments to your system, and why it can be a good idea to avoid being too skeptical in the markets.
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Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website).
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Send your questions to info@toptradersunplugged.com
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Follow Jerry on https://my.captivate.fm/@RJParkerJr09 (Twitter).
Follow Moritz on https://twitter.com/moritzseibert (Twitter).
Episode TimeStamps:
00:00 – Intro
01:28 – Macro recap from Niels
04:13 – Weekly review of performance
12:34 – What is risk management?
57:50 – Q1; Michael: When you trade foreign instruments, do you trade them in their native currencies?
01:00:54 – Q2; Jim: Does the need for diversification outweigh the benefits of concentrated gains?
01:14:37 – Benchmark performance update
01:08:45 – Recommended listening or reading this week: https://hiddenforces.io (Hidden Forces podcast), https://www.macrovoices.com/925-macrovoies-250-kyle-bass-commodity-bull-market-inflation-singapore (Kyle Bass on the Macro Voices Podcast) & https://www.toptradersunplugged.com/113-the-systematic-investor-series-ft-jack-schwager-november-9th-2020/ (Jack Schwager on the Systematic Investor Podcast)
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