SI127: Bitcoin's rise to $50,000 & new Ethereum futures ft. Moritz Seibert
Today, we discuss Bitcoin’s rise to $50,000 and how to judge its future role in society, Moritz’s incredible start to the year without changing any part of his trading system, CME’s introduction of Ethereum futures, The Big Short’s Michael Burry calling a top in Tesla, India’s proposed Bitcoin ban, and how a fascinating study, using over 1 million investment combinations, showed that a 30% allocation to Trend Following increased risk-adjusted-returns on every single occasion.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----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 [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Twitter.Episode TimeStamps:00:00 – Intro01:16 – Macro recap from Niels04:57 – Weekly review of performance41:32 – Q1; Kevin: In a continuous Trend Following strategy with no stops, is there anyway to minimise the whipsaw action during a trend change?47:10 – Q2; Simon: How do you measure the business risks that aren’t related to market performance?49:59 – Q3; Danny: What are your thoughts on using an overall portfolio-based stop-loss55:14 – Q4; Tsatios: To what extent is hedge fund performance a result of skills in accounting & tax laws, on top of performance in the markets?01:00:56 – Benchmark performance update01:21:21 – Recommended listening or reading this week: Macro Voices Podcast ft Jim Bianco &