What a great discussion was had with very capable thinking minds that occupy the Diversified Systematic Trend following space. Plurality of viewpoint is just so important.
The best one liner of this episode was when Jerry said to Niels….”If you took my viewpoint then I would have taken yours….and if I had taken your viewpoint, then you would have taken mine”….with Moritz just cackling away in the background saying…..”I love just sitting back and letting you guys rip”.
That’s what happens when you tackle the big questions such as “is the investment space of the trend follower crowded?” Listen to how the nuances in philosophy shape the approach.
Have a great romp into the whacky and wonderful many minds of the very successful diversified trend follower.