Tom Basso – Provides his thoughts on trading, money management, and stops

DESCRIPTION:

Tom Basso, one of the traders featured in Jack Schwager’s book The New Market Wizards will be interviewed by the club on Tuesday September 9. After the interview there will likely be time for questions from the members.

Tom Basso (aka Mr. Serenity / Trendstat Capital)

Tom Basso, nicknamed “Mr. Serenity,” by Jack Schwager in the book, The New Market Wizards, is a retired hedge‑fund manager and prominent educator in trend‑following. He bought his first mutual fund at age 12, studied chemical engineering at Clarkson University and worked as an engineer for several years. Intrigued by markets, he became a registered investment adviser in 1980 and a commodities trading adviser in 1984. That same year he founded Trendstat Capital Management, which he ran as chief executive for two decades. Trendstat grew to manage roughly $600 million using systematic trend‑following strategies. Basso also served on the board of the National Futures Association and wrote books including Panic‑Proof Investing, Successful Traders Size Their Positions – Why and How, and his most recent effort, The All-Weather Trader.

After retiring from money management in 2003, Basso has focused on education. He runs the website enjoytheride.world, where he shares articles, research, and interviews. He is also chairman of Standpoint Funds Management, a firm applying diversified systematic strategies to The Standpoint Multi-Asset fund. Basso emphasizes psychology and position sizing, insisting that risk control is more important than entry and exit signals. His decades of experience and dedication to teaching make him a respected voice in quantitative trading.
This meeting will be on Tuesday September 9, 2025 at 5:00 pm PT, 6:00 pm MT or 8:00 pm ET.

Canadian Association for Technical Analysis (CATA)

The Canadian Association for Technical Analysis (CATA) is a member only, educational resource catering to non-professionals trading stocks, options, FOREX, or commodities using technical analysis. The club is active across Canada and offers valuable learning opportunities through meetings with prominent presenters and group discussions.

Members are free to ask questions to these presenters, during or after the presentation, to ensure they understand the presented material.

To see a list of past speakers and topics view our Past Events List on our website.

Membership

In order to attend and participate in this meeting please ensure you have purchased one of our membership options on CATA’s website.

When you just want to check out the club, the best option is a 31-day membership which costs $15. This option gives you access to the website where you can check out 4-years worth of past meeting videos and access links to and participate in the next two member only online meetings. A 1-year membership is $125.

To learn more, register for the presentation or join the group, please go to CATA’s website.

Once you sign up for this meeting, a zoom link will be sent to your email address prior to the meeting.

When you have already joined, welcome to the group and I look forward to your input during our online discussions.

Thanks,
Mark

PS - While you are welcome to pay your member fees on our website, CATA has started to use PayPal on Meetup. When you prefer to pay for your initial 31-day membership fees through PayPal please do, otherwise use our website. Please note that when using PayPal, you will not gain access to the website until a CATA member inputs your name and email. Once you pay on PayPal, an email will be sent to CATA’s Gmail account and then forwarded to two board members. One of them will either send you a link to the meeting or input your information into the CATA database.