Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

FromTop Traders Unplugged


TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

FromTop Traders Unplugged

ratings:
Length:
28 minutes
Released:
Feb 2, 2015
Format:
Podcast episode

Description

On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they made to their program as well as the recent Swiss Franc move and what they learned from that. He also talks about why investors need to keep the long term view in mind when investing, and not re-evaluate the program every time the profits take a dip.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn This Episode, You’ll Learn:What Mike’s firm does that blends together different strategies in order to diversify a portfolio.How 2014 was for his firm.Why they had a great first quarter to 2014 when most CTAs did not.How the Interest Rate sector and Agriculture sector did well for the program.Why he saw the Swiss Franc move coming.How they are in a continual process of learning and subsequently improving their program.Convergent vs. Divergent environments and what Mike is looking forward to.How to mitigate a big inflow of investment followed by immediate outflow.The book that Mike wrote and if the Myths still hold true today.Why people think about the long term view when they invest, and think about the day-to-day view when they take their money out.-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!Resources & Links Mentioned in this Episode:Listen to 2 hour-long episodes with Mike Dever on this podcast here and here.Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.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.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or
Released:
Feb 2, 2015
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