Top Traders Unplugged

By Niels Kaastrup-LarsenBusiness News Investing Business News

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Top Traders Unplugged episodes

December 09, 2015TTU90: Why Diversification is Key ft. Robert Carver, Author & Trader – 2of2
In the second part of our conversation with Robert Carver, we dive into the specifics of his trading strategy, why he doesn’t trade full time, and what he thinks about the trend-following space in general.
You’ll hear his thoughts on drawdowns, research teams, risk, and more. You won’t want to miss his insight and clear explanations of some of finance’s most complicated topics.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
The two components of risk, and all about unpredictable risk
What sets one manager apart from the other
His view on stop-losses
How target volatility works for a lot of CTA managers
How he would put together a research team for a fund manager
The problem with hiring a lot of people with the same background
How investors should read the track records of firms
The concerns and misconceptions about systematized and trend-following strategies
Why he is so keen on looking at sharp ratio
The issues with skew but why he keeps an eye on it
What his own trading system looks like today
The style of trader that he ended up becoming
How to find out what to expect when a drawdown happens
What investors should ask but they never do
How he got over the failures that he has had in business

-----

Resources & Links Mentioned in this Episode:
Learn more about AHL
Learn about Sharpe Ratio
Check out The Predictors book
Learn more about Eugene Farma

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 Portfolio” here.
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 Rob on Linkedin
Copyright © 2025 – 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. 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
Privacy Policy
Disclaimer
1 hr 14 min
December 02, 2015 89 Making a Simple System and Sticking To It with Robert Carver, Author & Trader – 1of2
"Most people are not as good at trading as they think they are." - Robert Carver (Tweet)
Robert Carver spends most of his book telling you that he is not a good trader. So why did he devote his life and a whole book to the subject?
Because he believes in systematic trading; making a simple trading system and sticking to it.
In this episode, we dive into his new book and explore why simplicity is the key, people think they are better traders than they are, and so much more.
Thanks for listening and let's welcome our guest, Robert Carver.

Subscribe on:

In This Episode, You'll Learn:

Why Robert decided to write his new book, Systematic Trading
Robert reads the preface to his new book
He explains one of the biggest investing mistakes of his career
The book that got him interested in the financial industry
"From quite a young age, I was fascinated by computers." - Robert Carver (Tweet)

How he got a job with AHL
"From 2006 to 2013 when I left AHL, it was probably the most exciting period to work in financial markets." - Robert Carver (Tweet)

Why he wrote a book with very little math involved so that he spoke to a large audience
The 3 types of investors that he defines in the book
How cognitive biases in humans make them bad traders
"If you use a system with simple rules, you can overcome those cognitive biases." - Robert Carver (Tweet)

Why he spends a lot of his book explaining how bad he is at trading
Whether trend following and other divergent strategies work or not
Why sticking to a plan is so important
"You need to make the assumption that the future will be at least a bit like the past." - Robert Carver (Tweet)

How the markets and CTAs will change once the interest rate changes
The differences between a subjective and an objective system
Things that people should avoid when creating a trading system
Why few people have a good handle on overtrading
Machine learning approaches vs. idea approaches to creating trading programs
"I personally prefer the ideas-first method to creating trading systems." - Robert Carver (Tweet)

How systematic trading adapts

Resources & Links Mentioned in this Episode:

Listen to our two episodes with Kathryn Kaminski here and here.
AHL
Liar's Poker by Michael Lewis
Thinking, Fast and Slow by Daniel Kahneman

"I try to pick up on human behaviors that have not changed for thousands of years." - Robert Carver (Tweet)
This episode was sponsored by Eurex Exchange:

Connect with Robert Carver:
Buy his book on Amazon.
Follow Robert Carver on Linkedin
"Overconfidence is the fundamental human flaw that effects most people." - Robert Carver (Tweet)
Full Transcript
The following is a full detailed transcript of this conversion. Click here to subscribe to our mailing list, and get full access to our library of downloadable eBook transcripts!
Niels
Welcome to Top Traders Unplugged, where my goal is to give you the clarity, confidence and courage you need to invest like or invest with one of the top traders in the world. It is the stories that you never get to hear set out as the most honest and transparent account that I can make of what goes on inside the minds of some of the best investors in the world. Today you're listening to episode 89. If this is your first episode you've heard, you might want to go back and listen to all the earlier conversations. Before we find out who’s on today’s show, I want to mention that today’s podcast is brought to you by the Eurex Exchange. In today’s conversation I actually learn about a brand new contract from my guest that Eurex has just launched, which my guest finds to be very useful for many investors and which you can find out much mor...
1 hr 17 min
December 02, 2015TTU89: Creating a Simple System & Sticking To It ft. Robert Carver, Author & Trader – 1of2
Robert Carver spends most of his book telling you that he is not a good trader. So why did he devote his life and a whole book to the subject?
Because he believes in systematic trading; making a simple trading system and sticking to it.
In this episode, we dive into his new book and explore why simplicity is the key, people think they are better traders than they are, and so much more.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
Why Robert decided to write his new book, Systematic Trading
Robert reads the preface to his new book
He explains one of the biggest investing mistakes of his career
The book that got him interested in the financial industry
How he got a job with AHL
Why he wrote a book with very little math involved so that he spoke to a large audience
The 3 types of investors that he defines in the book
How cognitive biases in humans make them bad traders
Why he spends a lot of his book explaining how bad he is at trading
Whether trend following and other divergent strategies work or not
Why sticking to a plan is so important
How the markets and CTAs will change once the interest rate changes
The differences between a subjective and an objective system
Things that people should avoid when creating a trading system
Why few people have a good handle on overtrading
Machine learning approaches vs. idea approaches to creating trading programs
How systematic trading adapts

-----

Resources & Links Mentioned in this Episode:
Learn more about AHL
Learn about Sharpe Ratio
Liar’s Poker by Michael Lewis
Thinking, Fast and Slow by Daniel Kahneman

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 Portfolio” here.
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 Rob on Linkedin.
Copyright © 2025 – 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. 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
Privacy Policy
Disclaimer
1 hr 17 min
November 22, 2015 88 The Importance of Explaining Why with Andrew Baxter of Cambridge Capital Management – 2of2
"I believe track record is a very blunt instrument." - Andrew Baxter (Tweet)

In this episode, we dive into the models and processes that Cambridge Capital and Andrew Baxter use to manage risk, research new ideas, and grow their business. We also talk about the importance for managers to explain why they do what they do, rather than just what they do.
Listen in to learn more about the future of the managed futures industry and how to be successful in it.
Thanks for listening and please welcome back our guest, Andrew Baxter.

Subscribe on:

In This Episode, You'll Learn:

How his forecast method works
How he develops his basic models
How they come up with new ideas for models at Cambridge Capital

"One can ask the data to suggest areas for interesting research." - Andrew Baxter (Tweet)

The various short term and long term models that they employ and how they use them
When they make interventions to the system
The risk management they use and why they have a risk budget

"We actively control risk on a daily basis." - Andrew Baxter (Tweet)

Why they are continuously adjusting their risk in the market
The drawdowns that they expect to see in their program and the ones that they have been through
Why he thinks CTA firms had significantly higher drawdowns in 2013 then they had ever had before

"I think the increased flow of assets into the larger managers is potentially increasing market impact problems." - Andrew Baxter (Tweet)

How their research cycles work
How to compare a life track record with a simulation of the current program
Why we should look at why managers do things more than what they do
Why raising assets is the biggest challenge his firm faces today
What it takes to become a great fund manager

"We need to continue moving and increasing the sophistication of what we do." - Andrew Baxter (Tweet)

The skill that he would pass onto his children
The challenges he sees for the CTA space

"We should consider an audience outside the traditional CTA space." - Andrew Baxter (Tweet)

Resources & Links Mentioned in this Episode:

Andrew recommends reading:

Extraordinary Popular Delusions and The Madness of Crowds
The Winner's Curse
books by Reinhold Messner

"One should not underestimate how long things take in this business." - Andrew Baxter (Tweet)

This episode was sponsored by Eurex Exchange:

Connect with Cambridge Capital Managment:
Visit the Website: www.ccmllp.com
Call Cambridge Capital: +44 (0) 1223 851 001
E-Mail Cambridge Capital: [email protected]
Follow Andrew Baxter on Linkedin

"We have a structure to control risk without discretionarily turning models on or off." - Andrew Baxter (Tweet)

Full Transcript
The following is a full detailed transcript of this conversion. Click here to subscribe to our mailing list, and get full access to our library of downloadable eBook transcripts!
Niels
 … with your explanation of the forecast method and how it all evolves in the process.
Andrew
So we have some 5,000 data points a day, and what we’re trying to do is identify how well that model is doing. So if we asked a person what his forecast was for the S&P for the end of the year and he said, 10,000, then we probably suspect his judgement was quite poor. If his forecast would be the same price as we closed on Friday, we might think his judgement was better. So when we ask somebody a question, we make a decision about the quality of the answer. Sometimes that quality of the answer is based on how high quality of hit that individual’s answers have been previously.
1 hr 13 min
November 22, 2015TTU88: The Importance of Explaining the Why ft. Andrew Baxter of Cambridge Capital Management – 2of2
In this episode, we dive into the models and processes that Cambridge Capital and Andrew Baxter use to manage risk, research new ideas, and grow their business. We also talk about the importance for managers to explain why they do what they do, rather than just what they do.
Listen in to learn more about the future of the managed futures industry and how to be successful in it.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
How his forecast method works
How he develops his basic models
How they come up with new ideas for models at Cambridge Capital
The various short term and long term models that they employ and how they use them
When they make interventions to the system
The risk management they use and why they have a risk budget
Why they are continuously adjusting their risk in the market
The drawdowns that they expect to see in their program and the ones that they have been through
Why he thinks CTA firms had significantly higher drawdowns in 2013 then they had ever had before
How their research cycles work
How to compare a life track record with a simulation of the current program
Why we should look at why managers do things more than what they do
Why raising assets is the biggest challenge his firm faces today
What it takes to become a great fund manager
The skill that he would pass onto his children
The challenges he sees for the CTA space

-----

Resources & Links Mentioned in this Episode:
Extraordinary Popular Delusions and The Madness of Crowds
The Winner’s Curse
books by Reinhold Messner

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 Portfolio” here.
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 Andrew Baxter on Linkedin.
Copyright © 2025 – 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. 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
Privacy Policy
Disclaimer
1 hr 13 min
November 15, 2015 87 An Engineer Uses Machine Learning in Investment Management with Andrew Baxter of Cambridge Capital Managment – 1of2
"I’m an engineer. I always have been." - Andrew Baxter (Tweet)
Andrew Baxter worked at British Aerospace as an engineer before joining the investment management world. He still considers himself an engineer.
Listen in to learn how he uses machine learning, why he keeps innovating, and how he started his own firm.
Thanks for listening and please welcome our guest Andrew Baxter.

Subscribe on:

In This Episode, You'll Learn:

Why Andrew considers himself an engineer
How he went from engineer to investment management
How he started his firm
"We launched and started trading 3 years ago." - Andrew Baxter (Tweet)

His philosophy on the investment management process
Why he harvests risk premiums
What he likes to do when he is not working
How he works with machine learning
"There is no single right solution, particularly in finance." - Andrew Baxter (Tweet)

The things they learned from their career history that helped them build Cambridge Capital Management
Why it is important to stay ahead of the pack and keep innovating
"Data is often very very noisy. If you don’t know what the underlying process is it can look just like noise." - Andrew Baxter (Tweet)

What they do in-house versus outsourcing
The culture that he tries to cultivate at his company
How he talks about track record to his investors
How he evolved as the managed futures industry changed over the years
"The world of investment management has become far easier for people to get started." - Andrew Baxter (Tweet)

What he does to manage risk
The objective of his program from a top-down view
The different markets that his program trades
"We are a small firm but our systems and processes are institutional." - Andrew Baxter (Tweet)

Resources & Links Mentioned in this Episode:

Learn more about British Aerospace.

This episode was sponsored by Eurex Exchange:

Connect with Cambridge Capital Managment:
Visit the Website: www.ccmllp.com
Call Cambridge Capital: +44 (0) 1223 851 001
E-Mail Cambridge Capital: [email protected]
Follow Andrew Baxter on Linkedin
"Performance is a blend of skill and luck." - Andrew Baxter (Tweet)
Full Transcript
The following is a full detailed transcript of this conversion. Click here to subscribe to our mailing list, and get full access to our library of downloadable eBook transcripts!
Niels
Welcome to Top Traders Unplugged, where my goal is to give you the clarity, confidence and courage you need to invest like or invest with one of the top traders in the world. It is the stories that you never get to hear set out as the most honest and transparent account that I can make of what goes on inside the minds of some of the best investors in the world. Today you're listening to episode 87. If this is your first episode you've heard, you might want to go back and listen to all the earlier conversations.
But before we find out who’s on today’s show, I wanted to mention that today’s podcast is brought to you by the Eurex Exchange. Given all the market talk at the moment about rate hikes, you may find some useful ways of hedging your portfolio risk if you visit the Eurex website.
Andrew
This is Andrew Baxter. I’m the CIO and co-founder of Cambridge Capital Management and you’re listening to Top Traders Unplugged.
Niels
Thanks for doing that Andrew, and by the way, if you want to read the full transcript of today’s episode, just visit the TOPTRADERSUNPLUGGED.COM website and sign up to receive access to all of them. Now let’s get started with part one of my conversation. I hope you will enjoy it.
Andrew, thank you so much for being with us today. I really appreciate your time.
Andrew
1 hr 17 min
November 15, 2015TTU87: An Engineer Using Machine Learning to Trade ft. Andrew Baxter of Cambridge Capital Managment – 1of2
Andrew Baxter worked at British Aerospace as an engineer before joining the investment management world. He still considers himself an engineer.
Listen in to learn how he uses machine learning, why he keeps innovating, and how he started his own firm.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
Why Andrew considers himself an engineer
How he went from engineer to investment management
How he started his firm
His philosophy on the investment management process
Why he harvests risk premiums
What he likes to do when he is not working
How he works with machine learning
The things they learned from their career history that helped them build Cambridge Capital Management
Why it is important to stay ahead of the pack and keep innovating
What they do in-house versus outsourcing
The culture that he tries to cultivate at his company
How he talks about track record to his investors
How he evolved as the managed futures industry changed over the years
What he does to manage risk
The objective of his program from a top-down view
The different markets that his program trades

-----

Resources & Links Mentioned in this Episode:
Extraordinary Popular Delusions and The Madness of Crowds
The Winner’s Curse
books by Reinhold Messner

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 Portfolio” here.
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 Andrew Baxter on Linkedin.
Copyright © 2025 – 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. 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
Privacy Policy
Disclaimer
1 hr 17 min
July 15, 2015 86 Predictions on Crude Oil, Copper, War, Plus More on Cycles with David Gurwitz of Charles Nenner Research Center – 2of2
"We don’t tell our clients what to put on, we just tell them the information and then they decide how to do it." - David Gurwitz (Tweet)
In this second part of our conversation, we dive into the specifics of how Charles Nenner and his team make their predictions, and what they predict in certain markets like Crude Oil, Copper, and Natural Gas. We also discuss the cycle of a major war at the beginning of each century, and David's personal story of why he is just as curious today as the day he started.

Thanks for listening and please welcome back David Gurwitz.

Subscribe on:

In This Episode, You'll Learn:

How they predict the price, and how the price and cycles work together.
The fifth category they predict on is economic indicators.
What is happening when a market is not behaving as the cycle they show indicates.
"I find that people overtrade." - David Gurwitz (Tweet)

What are some of the indicators of a big event like 9/11.
Where he thinks Natural Gas is going.
What he thinks about Copper.
"Sometimes you miss a cycle. It’s still human interpretation, we are not just a black box." - David Gurwitz (Tweet)

The battle between inflation and deflation and where he stands on those terms.
"We don’t use terms like bull market or bear market." - David Gurwitz (Tweet)

About the 100 year war cycle and what he predicts for the next war.
The cycles of infectious disease.
Why they don’t have a fund that trades off of their predictions.
The different types of clients they have.
Why he does the job that he does.
Why it is important to listen well.
"Most people don’t hear what you’re saying - they are listening and thinking about what they want to say." - David Gurwitz (Tweet)

Why he thinks that thinking and listening are a lost art.

Resources & Links Mentioned in this Episode:

Read the article David mentions in this episode featuring his work in Oil & Gas Investor.
David recommends reading Chaos by James Gleick.

This episode was sponsored by Swiss Financial Services:

Connect with Charles Nenner Research Center:
Visit the Website: www.CharlesNenner.com

E-Mail Charles Nenner Research Center: [email protected]

Follow David Gurwitz on Linkedin
"Why do I do this? It’s like a painting that never ends." - David Gurwitz (Tweet)
1 hr 6 min
July 15, 2015TTU86: Predictions on Crude Oil, Copper, War, Plus More on Cycles ft. David Gurwitz of Charles Nenner Research – 2of2
In this second part of our conversation, we dive into the specifics of how Charles Nenner and his team make their predictions, and what they predict in certain markets like Crude Oil, Copper, and Natural Gas. We also discuss the cycle of a major war at the beginning of each century, and David’s personal story of why he is just as curious today as the day he started.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
How they predict the price, and how the price and cycles work together.
The fifth category they predict on is economic indicators.
What is happening when a market is not behaving as the cycle they show indicates.
What are some of the indicators of a big event like 9/11.
Where he thinks Natural Gas is going.
What he thinks about Copper.
The battle between inflation and deflation and where he stands on those terms.
About the 100 year war cycle and what he predicts for the next war.
The cycles of infectious disease.
Why they don’t have a fund that trades off of their predictions.
The different types of clients they have.
Why he does the job that he does.
Why it is important to listen well.
Why he thinks that thinking and listening are a lost art.

-----

Resources & Links Mentioned in this Episode:
Read the article David mentions in this episode featuring his work in Oil & Gas Investor.
David recommends reading Chaos by James Gleick.

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 Portfolio” here.
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.
Visit the Website: www.CharlesNenner.com
Copyright © 2025 – 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. 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
Privacy Policy
Disclaimer
1 hr 6 min
July 07, 2015 85 The Cycles of Financial Markets with David Gurwitz of Charles Nenner Research Center – 1of2
"It’s a mindset that he has about protecting the downside. That’s the main thing to the system." - David Gurwitz (Tweet)
This episode has a unique and interesting guest, the kind we rarely have on this show. David Gurwitz does not trade in the financial markets, but provides predictions and research to many firms, including some we have interviewed. He looks at the cycles in financial markets. Keep an open mind during this episode and see what you can learn about Charles Nenner's research methods, the start of their research business, and what predictions they have been correct on and which ones they missed.

Thanks for listening and please welcome David Gurwitz.

Subscribe on:

In This Episode, You'll Learn:

How David explains what he does, and how this interview is different.
How he played semi-professional basketball in Spain before going into accounting.
How he met Charles Nenner.
How their business works and how cycles works.
"We don’t manage money." - David Gurwitz (Tweet)

How Charles has predicted crude oil drop in 2014.
What they look at when making their predictions.
"Look at your own life as a person; we all go through cycles." - David Gurwitz (Tweet)

How they do media appearances and how media has changed.
How they go about doing their research.
"Every category has its own history. We don’t project that it leads to other things." - David Gurwitz (Tweet)

Why sunspots might affect the stock market shifts.
How different cultures are more open to the idea of cycles and their effect on the financial sector.
The predictions they’ve made in recent years on the Yen, Gold, and the Euro.
"Price is the only thing we look at." - David Gurwitz (Tweet)

Why looking back at history can show interesting lessons.
"Family offices - their concern is return of capital not return on capital." - David Gurwitz (Tweet)

What the cycles are in equities and bonds.

Resources & Links Mentioned in this Episode:

Read the article David mentions in this episode featuring his work in Oil & Gas Investor.
Check out Back to The Future, the film David talks about in this episode.
Listen to past episodes with a predictions expert Mahendra Sharma here and here.

This episode was sponsored by Swiss Financial Services:

Connect with Charles Nenner Research Center:
Visit the Website: www.CharlesNenner.com

E-Mail Charles Nenner Research Center: [email protected]

Follow David Gurwitz on Linkedin
"Our brains are affected by electronic and electromagnetic pulse." - David Gurwitz (Tweet)
1 hr 11 min