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Ep. 371: Alexander Ineichen Interview with Michael Covel on Trend Following Radio

Alexander Ineichen
Alexander Ineichen

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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

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Jean-Philippe Bouchaud: Tail Risk Premia vs. Pure Alpha

Jean-Philippe Bouchaud, Chairman of Capital Fund Management, passed along a new paper Tail Risk Premia vs. Pure Alpha.


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Authority v. Tradition Is Central to Your Speculative Decisions

“Because we’ve always done it that way.”

Those are the words of someone likely to lose big–soon. Authority is not a wise foundation for speculative moneymaking decisions. Consider:

Appeal to authority is bad, but appeal to tradition is even worse. Experts aren’t infallible, but at least expertise is usually hard-won and retains some applicability over time. By contrast, tradition is often totally arbitrary or based on reasons that retain no relevance whatsoever. Also, an expert can issue a correction but tradition remains immutable and sacred (source: Jeff Darcy).

I would argue that almost all fundamental style investing falls into a category of tradition. Very few look for an alternative such as trend following. They figure that since it appears that everyone has invested or traded a certain way–that it must be the only way. They forget to dig deeper and forget to look for the truth behind why investing/trading works. Always searching for the “why?” is part of my February 25th presentation in Tokyo.


How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

Trend Following Podcast Guests
Frequently Asked Questions
Performance
Research
Markets to Trade
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Trading Technology
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Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

Thomas Stridsman on Trend Following Trading

A good article on trend following trading (PDF):

“…being a systematic trend follower also induces some pain from time to time, but overall results move slowly in the right direction. Trend followers need to learn to sit on their hands from time to time, and other times endure the pain from what seems like a never-ending string of whipsaw trades. That just comes with the style.”

More.


How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

Trend Following Podcast Guests
Frequently Asked Questions
Performance
Research
Markets to Trade
Crisis Times
Trading Technology
About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

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