Today, Rob Carver joins us to discuss what happened in the Trend Following world the past few weeks and takes questions from listeners regarding long/short portfolios and how to choose the right criteria for stock selection, positive and negative skew strategies and why mixing them together can be beneficial, interest rates and what to do with uninvested cash in your trading account, the substance and value of big research teams and whether they are “overthinking” the systematic investment game, asset classes and allocating risk, important differences between a moving average crossover strategy and a breakout strategy and much more.
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