SI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert

Today, we discuss comments from Warren Buffett in the recent Berkshire Hathaway shareholders meeting, AQR Capital’s recent research finding pure Trend Following strategies to be a better hedge in bear markets than Options strategies, the oil market & the USO ETF, how commodities are great diversifiers which often outperform equities, how to think about market inefficiencies, and why it’s never too late to invest into Trend Following. If you would like to leave us a voicemail to play on the show, you can do so here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels, Jerry, & Moritz on Twitter: @TopTradersLive, @RJparkerjr09, and @MoritzSeibert And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Episode Summary 0:00 - Intro 1:53 - Macro recap from Niels 7:24 - Weekly review of returns 40:38 - Alastair: Questions 1/2/3: How do you pick which month futures contract to trade? Is there any possible alpha in how you roll a futures contract? What is your overall reason for doing what you do in the markets? 52:22 - Top Tweet 53:49 - Performance recap 56:35 - Announcement of next week’s special guest, Nick Leeson Subscribe on: