Today, Robert Carver joins us to discuss JP Morgan’s comments on markets being fabricated by central bank liquidity, Tesla’s incredible swings in market cap, thoughts on Warren Buffett’s recent ‘value’ purchase, the point at which diversification in a portfolio becomes dilution, and the benefits of diversifying among different Trend Following managers.-----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.Follow Rob on Twitter.Episode TimeStamps:00:00 – Intro00:45 – Check out the first 2 recent episodes of our Global Macro series01:58 – Macro recap from Niels03:18 – Weekly review of performance11:44 – Thoughts on Warren Buffett’s recent ‘value’ purchase of the Dominion Energy’s natural gas pipelines & current Apple position14:59 – Discussion on Mark Zepczynski’s article on being over-diversified31:05 – Thoughts on AQR article regarding Tail Risk hedging34:48 – Benchmark performance update35:41 – Check out Rob Carver’s recent article on his blogCopyright ©...

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