SI190: Overthinking the Systematic Investment Game ft. Rob Carver

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. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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 info@toptradersunplugged.com 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 Twitter . Episode TimeStamps: 00:00 - Intro 02:21 - Market recap 04:55 - Update from Rob 14:50 - Q1, Adrian: “Good” criterias for stock selection? 22:32 - Q2, Emre: Arguments for mixing positive/negative skew strategies? 28:12 - Q3, Blink18: What to do with uninvested cash? 33:45 - Q4, Harry Hindsight: What do big research teams really do? 42:38 - Q5, Richard: Should the class level of an instrument be a criteria for inclusion? 48:34 - Q6, Adam: Difference between moving average crossover and breakout strategy? 54:14 - Q7, James: Common methodologies for position size? 57:34 - The Financial plumbing 01:05:20 - Fixed income markets are not all the same 01:11:20 - War Stories 01:17:25 - Performance 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