SI91: Disconnect between stock market prices and their expected returns ft. Moritz Seibert

Today we discuss the disconnect between stock market prices & their expected returns based on economic data, why current p&l may not reflect the quality of your positions, and the potential role of central banks in the future. Questions we answer include: How do you reduce futures rollover costs? How often should a Trend Follower look at their portfolio? Documentaries mentioned: The Fourth Turning Explained and Prince of the Yen 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 [email protected] 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 1:08 - Macro recap from Niels 3:18 - Weekly review of returns 9:07 - Global macro discussion 29:11 - Abhishek: Question 1: How do you reduce the problem of futures rollover costs? 32:37 - Tim: Question 2: How often should you look at your portolio? 35:00 - Karl: Question 3: How many positions should I have open at 0.5% equity risk per trade? 40:38 - Performance recap Subscribe on: