The Turtles Meet In-Person in NYC
This month’s Turtle Talk takes a special turn, as Adam Havryliv and Richard Brennan joined Jerry Parker in New York for a deep dive into the philosophy and practice of outlier-hunting.
Recorded on Labor Day, Episode 6 skips the usual segments and dives straight into the foundations of classic trend-following:
– Why maximum diversification matters
– The lifting power of outliers
– The case for not selling into strength
– How “small” markets like cattle and cocoa can deliver outsized returns
It’s a candid, high-energy conversation that blends timeless wisdom with timely market lessons and offers a rare window into what it really means to maximize CAGR through pure outlier hunting.