My guest today is Alexander Ineichen, the founder of Ineichen Research and Management AG, an independent research firm established in October 2009 focusing on investment themes related to nowcasting and risk management. Alexander started his financial career in derivatives brokerage and origination of risk management products at Swiss Bank Corporation in 1988.
The topics are his books Absolute Returns: The Risk and Opportunities of Hedge Fund Investing and Asymmetric Returns: The Future of Active Asset Management.
In this episode of Trend Following Radio we discuss:
Seeing through the market forecasting flash
The importance of “check box” methodology
Simplification as sophistication
The concept of nowcasting
Understanding the whole, so you know what can be eliminated
Learning to watch for trend reversals
“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” – George Soros
