Today Jason Buck is joined by Noel Smith in the second of our series on Volatility. Topics discussed include: the benefits of ensemble investing, the predictability of market volatility, how certain market environments fool investors into thinking they are better than they really are, allocating between different strategies during different market environments, why nothing beats having ‘skin in the game’, balancing judgement calls versus algorithmic calls, pairs-trading VIX & bonds, determining when an asset is cheap or overpriced, and some thoughts on what might happen if markets enter a ‘stagflationary’ environment.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

Ensemble investing and its benefits
Whether market volatility can be predicted ahead of time
The ways in which the markets can catch investors off-guard
‘Dialling’ into and out of strategies
How Noel’s experience in prop trading and pit trading has helped him today
Finding the balance between judgement calls and algorithmic signals
Noel’s VIX and bonds pairs trade
Assessing the current real value of an asset
How to approach investing during a ‘stagflationary’ environment

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 info@toptradersunplugged.com

And 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.

VOL02: Past, Present, & Future Volatility ft. Noel Smith

Top Traders Unplugged

VOL02: Past, Present, & Future Volatility ft. Noel Smith