My guest today is Ewan Kirk, the head of Cantab Capital and has brought his firm from $30M AUM in 2006 to over $5B today. Kirk employs several strategies but clearly uses a trend following foundation.

The topic is Trend Following.

In this episode of Trend Following Radio we discuss:

• How consistent and predictable profits are the Holy Grail–you’re never going to get there
• Kirk’s background
• Why computer programming is “today’s literacy”
• Standing out from the crowd
• Trend following in the European scene vs. America
• Weighting positions based on risk
• Talking to clients and explaining that losses are statistically inevitable
• Whether the demand for discretionary traders is waning
• How discretionary traders look at a trader like Kirk who is 100% systematic
• Why discretionary intervention in a systematic trading strategy disqualifies it from being truly systematic
• Proving a strategy as broken rather than proving that it’s right
• Why randomness is everything
• Uncertainty and convictions about technique
• Capturing the realism of the world in your trading strategy
• What actually benefits the economy, society, and the world
• Seeking client feedback and understanding a client’s drivers
• The importance of consistent marginal improvements

Jump in!

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I’m MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I’m proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.

To start? I’d like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/

You can watch a free video here: https://www.trendfollowing.com/video/

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Hope you enjoy my never-ending podcast conversation!