Talking Trends

Jerry Parker needs no introduction. He's been running a successful trend following firm, Chesapeake Capital, since the 1980's.

Today, we talk about a number of different things including:

1) Winton Capital "stepping away" from trend following

2) Morningstar's study on fund manager performance

3) The Dr. Copper myth

4) Earnings growth vs. stock market returns

We plan on having these discussions every so often when we come across articles we like and when important market events occur.

Today, I talk to Gary Antonacci, author of Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk.

Gary has over 40 years of investing experience, holds an MBA from Harvard.

He also found, invested and worked with a few investing legends when they were relatively unknown – Paul Tudor Jones (billionaire fund manager), John W. Henry (billionaire fund manager, owner of Boston Red Sox) and Richard Dennis (incubated the famous Turtle traders).

Gary has been a guest on many other well-known podcasts, including Michael Covel’s and Meb Faber’s shows. On their shows, they get into the weeds on Gary’s Dual Momentum system – why it works better than simple buy-and-hold, why combining absolute and relative strength momentum create great synergy and a few other related topics.

I didn’t want to recreate their episodes, so I decided to ask Gary a few additional questions and talk about some non-technical things.

Some of our topics include:

1) Why Gary prefers momentum to other investing styles

2) How momentum investing helps you avoid that one debilatating, 2008-esque, loss

3) Gary’s experience investing with Paul Tudor Jones, John W. Henry and Richard Dennis

4) What Gary learned from these legendary managers

5) What Gary looks for when he invests with a manager

Check out the links below to learn more about Gary, his investing system and it’s performance and on momentum investing, in general.

Gary’s Book: Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk

To Learn More About Gary’s Momentum System: https://www.optimalmomentum.com/index.html

Gary’s Blog: http://www.dualmomentum.net/

Today, I talk to Gary Antonacci, author of Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk.

Gary has over 40 years of investing experience, holds an MBA from Harvard.

He also found, invested and worked with a few investing legends when they were relatively unknown - Paul Tudor Jones (billionaire fund manager), John W. Henry (billionaire fund manager, owner of Boston Red Sox) and Richard Dennis (incubated the famous Turtle traders).  

Gary has been a guest on many other well-known podcasts, including Michael Covel's and Meb Faber's shows. On their shows, they get into the weeds on Gary's Dual Momentum system - why it works better than simple buy-and-hold, why combining absolute and relative strength momentum create great synergy and a few other related topics.

I didn't want to recreate their episodes, so I decided to ask Gary a few additional questions and talk about some non-technical things.

Some of our topics include:

1) Why Gary prefers momentum to other investing styles

2) How momentum investing helps you avoid that one debilatating, 2008-esque, loss

3) Gary's experience investing with Paul Tudor Jones, John W. Henry and Richard Dennis

4) What Gary learned from these legendary managers

5) What Gary looks for when he invests with a manager

Check out the links below to learn more about Gary, his investing system and it's performance and on momentum investing, in general.

Gary's Book: https://www.amazon.com/gp/product/0071849440/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0071849440&linkCode=as2&tag=optimmomen-20&linkId=P6D5JYKIUP7CK5UQ

To Learn More About Gary's Momentum System: https://www.optimalmomentum.com/index.html

Gary's Blog: http://www.dualmomentum.net/

Derek Notman, CFP, is a financial advisor from Madison, Wisconsin. His firm is Intrepid Wealth Partners.

Derek recently discovered trend following and is starting to educate his clients on the benefits of adding it to their portfolios.

Today, we talk about:

- how he discovered trend following (Michael Covel's books, a personal mentor and The Way of the Turtle book)

- how he educates and works with his clients

- how trend following and entrepreneurship are closely related and

- the "right" allocation amount to trend following

Derek can be reached through his website http://www.intrepidwealthpartners.com/.

Derek Notman, CFP, is a financial advisor from Madison, Wisconsin. His firm is Intrepid Wealth Partners.

Derek recently discovered trend following and is starting to educate his clients on the benefits of adding it to their portfolios.

Today, we talk about:

- how he discovered trend following (Michael Covel's books, a personal mentor and The Way of the Turtle book)

- how he educates and works with his clients

- how trend following and entrepreneurship are closely related and

- the "right" allocation amount to trend following

Derek can be reached through his website http://www.intrepidwealthpartners.com/.

The only thing Wooden cared about was focusing on things within his control and doing them to the best of his ability. He didn’t care or worry about things outside of his control, including winning. He actually believed winning was outside of his control. Remember, this is a guy who’s won more national titles than anyone.

https://medium.com/@mmelissinos/john-wooden-and-focusing-only-on-results-9eb3c2971bec