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). 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). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). 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 Cem on https://twitter.com/jam_croissant (Twitter). Follow Michael on https://www.linkedin.com/in/michael-a-gayed-cfa/ (LinkedIn). Episode TimeStamps: 00:00 - Intro 02:58 - Introduction to Michael Gayed 06:05 - What Michael learned from the Great Recession? 13:37 - Using the S&P instead of realized volatility 17:21 - Treasuries - A safe asset? 23:22 - A mixed picture in terms of risk 26:39 - Why Lumber instead of Copper? 30:13 - Is the (inversion of the) yield curve still valid? 31:53 - What about the asset class cycle? 34:34 - Higher rates = increased economic activity? 37:27 - Being persistent is key 39:34 - Will yields come in very sharply? 42:02 - The problem of the inflation narrative 45:31 - Allocating to ETFs and funds 48:48 - The sad side to the business 58:26 - Key takeaways from Niels Copyright © 2022 – CMC AG – All Rights Reserved
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 Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy)...