SI256: Investor Behaviour & the How to Deal with Transaction Costs ft. Mark Rzepczynski

Mark Rzepczynski is back to tackle some important topics relating to systematic trading. We discuss whether there is a best time of the year to trade and what has been driving the markets recently, how high interest rates and uncertainty affect investor behaviour, dispersion within markets and how it influences your trend followingreturn. We also discuss quant research, the motivated reasoning bias and the importance of being open minded as researcher to better ways of being a trend follower, ways of dealing with transaction costs when building models, optimal ways of performing backtests and much more. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book Send your questions to [email protected] Follow Niels & Mark on Twitter: @TopTradersLive & @MRzepczynski And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.