SI144: Why Single Stocks Should Matter to CTAs ft. Jerry Parker

<p>Jerry Parker joins us on the show today to discuss why CTAs could be mistaken in excluding single stocks from their strategies, the possible benefits of having exposure to multiple trading systems, why price action is more important than predictions derived from fundamentals, recommended books for learning about Trend Following, the differences between paper-trading and disciplined execution of real trades, comparing Bitcoin futures to commodity futures, and the extent of simplicity a good trading system should have.</p><p><strong>-----</strong></p><p><strong>50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - </strong><a href="https://dunncapital.com/DUNN%2050-Year%20Book-TTU" rel="noopener noreferrer" target="_blank"><strong>CLICK HERE</strong></a></p><p>-----</p><p><br></p><p>Follow Niels on <a href="https://twitter.com/toptraderslive" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>, <a href="https://www.linkedin.com/in/nielskaastruplarsen" rel="noopener noreferrer" target="_blank"><strong>LinkedIn</strong></a>, <a href="https://www.youtube.com/user/toptraderslive" rel="noopener noreferrer" target="_blank"><strong>YouTube</strong></a><strong> </strong>or via the <a href="https://www.toptradersunplugged.com/" rel="noopener noreferrer" target="_blank"><strong>TTU website</strong></a>.</p><p><strong>IT’s TRUE </strong>? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written&nbsp;<a href="https://www.toptradersunplugged.com/Ultimate" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</p><p>And you can get a free copy of my latest book “<strong>Ten Reasons to Add Trend Following to Your Portfolio</strong>” <a href="https://www.toptradersunplugged.com/10-reasons-shownotes" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</p><p>Learn more about the Trend Barometer <a href="https://www.toptradersunplugged.com/resources/market-trends/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</p><p>Send your questions to&nbsp;<a href="mailto:info@toptradersunplugged.com%22%20%5Ct%20%22_blank" rel="noopener noreferrer" target="_blank">info@toptradersunplugged.com</a></p><p>And please <strong>share this episode</strong> with a like-minded friend and <strong>leave an honest Rating &amp; Review</strong> on&nbsp;<a href="https://www.toptradersunplugged.com/reviewttu" rel="noopener noreferrer" target="_blank"><strong>iTunes</strong></a>&nbsp;or <a href="https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW" rel="noopener noreferrer" target="_blank"><strong>Spotify</strong></a> so more people can discover the podcast.</p><p>Follow Jerry on <a href="https://x.com/rjpjr12" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</p><p><strong>Episode TimeStamps:</strong></p><p><strong>00:00 -</strong>&nbsp;Intro</p><p><strong>01:29 -</strong>&nbsp;Macro recap from Niels</p><p><strong>08:01 -</strong>&nbsp;Weekly review of returns and the narrative change around Bitcoin</p><p><strong>19:01 -&nbsp;</strong>Q1; Omar: What books do you recommend for Trend Following educational material?</p><p><strong>27:52 -</strong>&nbsp;Q2; Jacob &amp; Sam: Can Bitcoin futures be traded safely even though you can’t trade them over the weekend?</p><p><strong>35:40 -</strong>&nbsp;Q3; Mark: Could Chesapeake and Dunn Capital trade as an ETF to allow more people exposure to their strategies?</p><p><strong>44:22 -</strong>&nbsp;Q4; Vinicius: What are your thoughts about Trend Following on single stocks?</p><p><strong>50:08 -</strong>&nbsp;Q5; Antonio: Should we be less diversified and more concentrated with our trades?</p><p><strong>01:03:39 -&nbsp;</strong>Why having rules isn’t enough to justify a robust trading system</p><p><strong>01:15:24 -</strong>&nbsp;Thoughts on measuring skew</p><p><strong>01:19:05 -</strong>&nbsp;Benchmark performance update</p><p>Copyright ©...