Ep. 121: Jason Russell Interview with Michael Covel on Trend Following Radio

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!

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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/

Can’t get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast

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LinkedIn: @covel
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Hope you enjoy my never-ending podcast conversation!