59 min listen
SI102: TESLA and the famous Tech Bubble ft. Moritz Seibert
SI102: TESLA and the famous Tech Bubble ft. Moritz Seibert
ratings:
Length:
54 minutes
Released:
Aug 23, 2020
Format:
Podcast episode
Description
This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the current outlook for markets necessitates a place for investing in Trend Following strategies, Germany’s move to tax investors on their gold ETF holdings, Volatility-focused trading strategies, and the differences in making adjustments to short term systems vs long term systems. Questions answered this week include: At what point do you decide that your system is no longer working? How do you adjust for ‘conviction’ when placing a trade?
----
----
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 Moritz on https://twitter.com/moritzseibert (Twitter).
Episode TimeStamps:
00:00 – Intro
02:12 – Macro recap from Niels
17:53 – Weekly review of performance
22:52 – Discussion on how to safely own gold, and the German government’s move to tax investors on their Gold ETF holdings
31:56 – Q1 & Q2; Zaro: At what point do you decide that your model isn’t working? How do you account for ‘conviction’ when placing a trade?
51:05 – Benchmark performance update
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)
https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)
----
----
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 Moritz on https://twitter.com/moritzseibert (Twitter).
Episode TimeStamps:
00:00 – Intro
02:12 – Macro recap from Niels
17:53 – Weekly review of performance
22:52 – Discussion on how to safely own gold, and the German government’s move to tax investors on their Gold ETF holdings
31:56 – Q1 & Q2; Zaro: At what point do you decide that your model isn’t working? How do you account for ‘conviction’ when placing a trade?
51:05 – Benchmark performance update
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)
https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)
Released:
Aug 23, 2020
Format:
Podcast episode
Titles in the series (100)
TTU03 How To Get Predictable Returns ft. Mike Dever of Brandywine Asset Management – 1of2 by Top Traders Unplugged