SI163: The Importance of Investment Narratives ft Mark Rzepczynski

This week, Mark Rzepczynski joins us to discuss the Bitcoin ETF and the increasing likeliness that it won’t be banned by the US government, the need for money managers to convey good stories in order to simplify their processes to clients, why having a long track record of success, with one or two scars, is better than a perfect recent history, how Trend Following has been so successful over 6 decades, and how a non-secretive strategy like Trend Following compares to private equity strategies. In this episode, we discuss: The future of Bitcoin How money managers can explain their approaches simply to clients Long, successful, but bumpy track records versus recent strong performers Trend Following's incredible success over 6 decades The private equity world compared with systematic investing Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). Follow Mark on https://twitter.com/mrzepczynski (Twitter). 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 http://bit.ly/36bzny2%22%20%5Ct%20%22_blank (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” http://www.toptradersunplugged.com/book%22%20%5Ct%20%22_blank (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (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 https://itunes.apple.com/us/podcast/top-traders-unplugged-niels/id888420325?mt=2%22%20%5Ct%20%22_blank (iTunes) so more people can discover the podcast. Episode TimeStamps: 00:00 – Intro 01:54 – A big thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen (https://top-traders-unplugged.captivate.fm/listen) 02:49 – Macro recap from Niels 04:52 – Weekly review of performance 12:33 – Why storylines and narratives matter 52:42 – How effectively communicating what we do can be a challenge in any industry 55:54 – The strategies that tend that lend themselves easier to good narratives 01:06:55 – Some thoughts on the likelihood of upcoming stagflation 01:13:01 – Benchmark performance update 01:14:28 – Announcement of new and updated version of the Top Traders Unplugged website which is on the way, as well as a new series on the topic of volatility, hosted by recent guest, Jason Buck

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