Aug 14, 2015
Today’s guest is Alexander Ineichen
founder of Ineichen Research and Management. He is the author of
several books including “Absolute Returns” and “Asymmetric
Returns”. Inehichen has been researching and writing about trend
trading strategy for decades.
The conversation today focuses on
the notion of simplicity as sophistication. Michael Covel and
Alexander Ineichen discuss the habit of investors to get caught up
in market forecasting fantasies. Often, as research shows, people
are drawn toward the excitement of what they perceive as the
financial industry dream. They get distracted by what could be the
future when they should be directing their attention at what’s
happening in the moment. This is also what trend following is all
Ineichen explains his particular
method of nowcasting, which involves combining hard market trends
with socio-economic data from other fields. The end goal is to
create a far more robust and stable system for the vast majority of
investors. He aims to eliminate the “show element” of forecasting
and analyze what’s happening on the ground – now.
Michael and Alexander also discuss
the difficulty of investing in tech – prediction doesn’t work there
In this episode of Trend Following
Seeing through the market
The importance of “check box”
The concept of
Understanding the whole, so you know
what can be eliminated
Learning to watch for trend
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