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SI145: The 3 D's of Inflation ft. Mark Rzepczynski

SI145: The 3 D's of Inflation ft. Mark Rzepczynski

FromTop Traders Unplugged


SI145: The 3 D's of Inflation ft. Mark Rzepczynski

FromTop Traders Unplugged

ratings:
Length:
78 minutes
Released:
Jun 20, 2021
Format:
Podcast episode

Description

Mark Rzepczynski returns this week to discuss the recent decline in commodity prices, perceived hawkish comments from the Federal Reserve, trading narratives versus trading price action, the feasibility of Trend Following on options, the increased time & labour of short-term trading, the benefits of huge sample sizes, the differences between trading single stocks versus index futures, how investing rules offset our natural human tendencies, whether Technical Analysis contributes to typical Trend Following strategies, and Mark explains the ‘3 D’s’ of inflation.
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In this episode, we discuss:
Commodity prices falling, even after recent inflation fears
How price action incorporates all narratives
Trend Following on options
The extra costs of short-term trading
Single stocks versus index futures
If Technical Analysis forms part of a typical Trend Following system
Mark's '3 D's' of inflation

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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 https://www.toptradersunplugged.com/Ultimate (here).
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Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (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 https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast.
Follow Mark on https://twitter.com/mrzepczynski (Twitter).
Episode TimeStamps:
00:00 – Intro
01:37 – A big thank you to listeners of the show for leaving your 5-star reviews on iTunes
02:32 – Macro recap from Niels
06:19 – Weekly review of performance
16:53  – Q1; Omar: Why is Trend Following associated mostly to futures?
31:32  – Q2; Mohammed: How do I overcome a lack of patience and discipline?
35:33  – Q3; Abishek: How does Technical Analysis relate to Trend Following?
39:43 – Predicting market reactions to Federal Reserve announcements
56:26 – How price moves change narratives and not the other way around
01:00:16 – The ‘Three D’s’ of inflation
01:05:33 – When is the best time to invest in Trend Following?
01:11:29 – Benchmark performance update
01:12:52 - Recommended listening or reading this week: https://www.amazon.com/Half-Life-Facts-Everything-Know-Expiration/dp/159184651X (The Half Life of Facts by Samuel Arbesman) and https://www.indiebound.org/book/9780393881554 (The Premonition by Michael Lewis)
Copyright © 2022 – CMC AG – All Rights Reserved
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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here)
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click...
Released:
Jun 20, 2021
Format:
Podcast episode

Titles in the series (100)

Join Niels Kaastrup-Larsen as he explores the world of finance and investing, through weekly conversations with the most interesting and experienced investors, economists, traders & thought leaders. Learn from their experiences, their successes, and their failures. We don't want you to think like them...but we do want to make you think! Stay up-to-date on https://toptradersunplugged.com