My guest today is Patrick Boyle, a fund manager, academic, and author. Boyle is the Founder of Palomar Capital Management, a UK-based hedge fund.
The topic is fund management.
In this episode of Trend Following Radio we discuss:
- Directional trading
- Timeframes in trading and short-term trading
- Boyle's background and how he came to be a founding partner of Palomar
- Boyle's time working with Victor Niederhoffer
- Niederhoffer and his teaching lineage
- David Harding and Bill Dunn
- Boyle's political stances, the Fed, and the SEC
- Risk and running a directional fund
- Performance correlation to the S&P and the trend following CTA's
- The big picture takeaways that Boyle learned under Niederhoffer
- Correlations to people who have come out of Niederhoffer's shop
- Monroe Trout
- Testing ideas
- How quantitative analysis is different from technical analysis
- The book publishing industry, and why all the secrets might not be in a $20 book
- Where Palomar Fund Management is at today
- Foundational advice to the budding fund manager
- Libertarianism
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.
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