Listen "SI75: Morgan Housel on history being a bad guide for the future"
Episode Synopsis
On today’s show, we discuss Morgan Housel’s recent article on history & historians generally being a bad guide for the future, the popularity of negative predictions, social media as a gauge for current market conditions, the limits of trading indexes versus diversified individual stocks, why following price may be more important than just committing to a bullish or bearish position, and Meb Faber’s recent interview with Tim Hayes, who talked about the dangers of non-price-based indicators.-----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 [email protected] 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.Episode TimeStamps:00:00 – Intro01:12 – Macro recap from Niels02:59 – Weekly review of performance05:23 – Top Tweets34:12 – Michael; Question 1: Would avoiding all S&P500 stocks improve a Trend Following system?36:57 – Chris; Question 2: Can you explain the term ‘Vol Targeting’?43:40 – Adrian: Question 3: What recent client requests have you refused to accommodate, when it comes to altering either your strategies, or your business?53:31 – Francois; Comment related to recent episodes where we discussed Trend Following on equities57:24 – Benchmark performance updateCopyright © 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.
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.