SI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert
May 3, 2020
59 min
Full
294 of 941
May 3, 2020
SI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert
0:00 / 59:26
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The Sharpe Exchange Episodes Around May 3, 2020
Episode 294 of 941 — walk the feed in the order it was published.
59:26This episodeSI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert
Summary
Today, we discuss comments from Warren Buffett in the recent Berkshire Hathaway shareholders meeting, AQR Capital’s recent research finding pure Trend Following strategies to be a better hedge in bear markets than Options strategies, the oil market & the USO ETF, how commodities are great diversifiers which often outperform equities, how to think about market inefficiencies, and why it’s never too late to invest into Trend Following.
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Episode Summary
0:00 - Intro
1:53 - Macro recap from Niels
7:24 - Weekly review of returns
40:38 - Alastair: Questions 1/2/3: How do you pick which month futures contract to trade? Is there any possible alpha in how you roll a futures contract? What is your overall reason for doing what you do in the markets?
52:22 - Top Tweet
53:49 - Performance recap
56:35 - Announcement of next week’s special guest, Nick Leeson
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