SI345: From Chaos to Clarity: The Power of Systematic Investing ft. Nick Baltas

This episode is all about exploring the intricacies of market behavior, how trends shift, and what that means for our investment strategies. We’re having a serious chat about the impact of recent market fluctuations and how they influence our approaches to trend following. Together with Nick Baltas, we’ll touch on the dynamics of crowding in trades and how that shapes investor sentiment. So, grab your headphones and get ready for a straightforward, no-nonsense journey through the latest trends and insights in the investing world.

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

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Episode TimeStamps:

01:59 - What has caught our attention recently?

09:44 - We are entering an era of new market drivers

15:31 - Why gold might be overrated

17:34 - The challenges that investors are facing at the moment

21:26 - Pension funds - reasons for concern?

25:05 - Industry performance update

27:08 - How Baltas' models react to the current markets

30:46 - Industry performance numbers

32:57 - Q1, Tim: Should an allocator into trend following strategies keep holding on to the winners or switch between trend following strategies?

43:35 - Q1.1, Tim: Based on his models, where does Nick currently see crowded trades, and what is his assessment on crowdedness / positioning in equities where things have been particularly choppy?

47:15 - Q2, Dimitri: I’m curious whether Nick sees banks allocating more resources to systematic strategies in credit over the...