ReSolve Riffs with Jerry Parker on Diversification, Outlier Hunting, and Loose Pants
In this episode, our guest Jerry Parker, founder and CEO of Chesapeake Capital, a global systematic trend-following investment manager, shares his insights on: His journey from being a student of legendary trader Richard Dennis to running his own trend-following fund The importance of sticking to a disciplined process despite market noise Why trend following is the ultimate solution for diversifying portfolios How to navigate compliance hurdles and get exposure to trend following strategies The potential benefits of maximizing convexity in a portfolio How to create the perfect standalone portfolio that doesn't rely on passive indexes The role of education versus pain and reward in motivating change and decision-making Jerry's approach to risk management and how it can lead to both serious strategies and potential profits The vast potential of ETFs in providing access to more markets And so much more This is a fascinating and informative episode for anyone interested in trend following, portfolio diversification, and risk management in today's markets. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.