Top Traders Unplugged

SI162: Discussing The New Bitcoin Futures ETF ft. Moritz Seibert


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We’re joined today by Moritz Seibert to answer some of the hardest questions in the Turtle Trader entrance exam, as well as discuss the new Bitcoin futures ETF, the drive towards ESG investments and how this affects global supply chains, the years’ top performers so far in our Trend Following systems, whether we can predict if a winning streak is about to end, why Bitcoin is often compared to gold, and whether crypto assets are more suited to shorter-term strategies.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

  • The hardest questions in the Turtle Trading entrance exam
  • The SECs' approval of the first-ever Bitcoin futures ETF
  • How the move toward sustainable investments is affecting current supply chains
  • Our best performing assets of the year so far
  • How Bitcoin compares to Gold and if this is a fair comparison
  • Which timeframe of Trend Following is best suited for crypto

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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 “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And 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 - Intro

01:25 - A huge thank you to our listeners who gave us a 5-star review on iTunes & Apple Podcasts

02:59 - Macro recap from Niels

05:51 - Weekly review of returns

11:00 - Niels: What’s been the year-to-date standout winner for you?

12:40 - Niels: How much of your performance has come from crypto, compared to other non—classical Trend Following assets?

24:45 - Niels: It takes money to money, true or false?

29:45 - Niels: After a big profit, the next trend following trade is more likely to be a loss, true or false?

33:21 - Niels: Trading stocks is similar to trading commodities, true or false?

34:32 - Niels: Volume and open interest are as important as price action, true or false?

36:16 - Niels: A trader should be willing to let profits turn into losses, true or false?

37:14 - Niels: It helps to have the fundamentals in your favour before you initiate a trade, true or false?

38:48 - Niels: It’s better to be an expert in one market, rather than try to trade ten or more markets, true or false?

40:10 - Niels: It’s important to know what success in trading will do for you later in life, true or false?

40:56 - Niels: A gap-up is a good place to initiate, if an uptrend has started, true or false?

42:07 - Niels: All speculators die broke, true or false?

43:05 - Thoughts on the new Pro Shares Bitcoin ETF launching soon

45:58 - Niels: How did your model react to the recent crypto fall in prices, and do you think crypto assets are more suited to shorter-term trend following strategies?

45:58 - Niels: How do you think the average crypto expert views the global macro landscape?

55:58 - The drive towards ESG investing and its knock-on effects to current supply chains

01:15:12 - Benchmark performance update

Copyright © 2024 – CMC AG – All Rights Reserved

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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. 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! 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. Click Here

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Top Traders UnpluggedBy Niels Kaastrup-Larsen

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