Turtle Talk Podcast Episode 003: Featuring Moritz Seibert

Join Jerry, Rich, and Adam — and this month, special guest Moritz Seibert — for a high-octane roundtable on classic trend following in turbulent times.Moritz, co-founder of Twoquants and CEO of Takahē Capital, dives into the launch of his new high-volatility “Global Markets Fund” and explains why he’s doubling down on pure trend. Together, we unpack April’s drawdowns, debunk the myth that drawdowns destroy compounding, and show why the real edge lies in embracing outliers — not taming them.Also in this episode:📉 Classic Trend Index vs SG Trend, BTOP, and T2U📊 Cocoa, JGBs, EUR/USD, and S&P 500 — What Moved the Needle🧠 “Loose pants” and the art of letting profits breathe🔥 Why many CTAs falter in flat regimes — and how classic trend fights back🧪 Spotlight on position sizing, fees, volatility targeting, and risk release🎯 Launch details of Moritz’s new fund (and why institutions aren’t invited)Got questions for future episodes? Send them in!🔗 https://www.aussieturtles.com/contact-us/Catch all the episode details and more:🌐 https://www.aussieturtles.com/turtle-talk/Explore the Aussie Turtles project and how we’re keeping the spirit of classic trend alive:🌐 https://www.aussieturtles.com#TrendFollowing #TurtleTalk #SystematicTrading #AussieTurtles #MoritzSeibert #ClassicTrend #VolatilityEdge