Trend Following With Michael Covel

My guest today is Jason Russell, the President and CIO of Acorn Global Investments in Canada. Russell brings a unique perspective to the show with a very clear strategy on how his firm makes money for their clients. The topic is Trend Following. In this episode of Trend Following Radio we discuss: Russell's background and how he came to form Acorn Global Investments Russell's strategy for Acorn and "the baker analogy" The idea of "winners stay, losers go" Showing his investors every position that Russell has How the terms "commodity trading adviser", "trend follower", "quantitative trading" don't exactly describe what many traders do Ed Seykota and the "trading tribe" Letting go of "why" and simply riding out trends Where strategies like Russell's fit in the context of a portfolio The importance of delivering uncorrelated results to the S&P 500 Drawdowns and the psychological effect of going through one alone, uncorrelated to other markets How there's nothing more important than risk management Jump in!