Скачать или смотреть This 20-Year-Old Strategy Could Quietly Beat the Market (With Less Risk)

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies.

In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward.

To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo...

(0:00) Starts
(1:46) Introduction of guest Cole Wilcox
(3:19) Cole's career and the basics of trend following
(7:43) Original paper on trend following
(25:26) Non-correlated investments and trade profitability in trend following
(32:14) Handling market corrections
(36:24) Tax efficiency and stop-loss benefits
(39:01) The importance of holding winners
(43:26) Bitcoin
(55:03) Cole's most memorable investment

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).