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Jason Buck - Designing the Cockroach Portfolio (S6E1)
Flirting with Models
The Dispersion of CTA's
There were a large number of papers published in the last year that identified that CTA's do seem to do just as well as many commodities during inflationary cycles. But when you look at the actual performance year to year, you can have a stellar year for the average CTA and just happen to choose the one who does incredibly poorly. So I'm curious as to what is your process for thinking through manager selection, given that problem? Well, you and I end up both talking to institutions that call us all the time to pick up Reagan. And my least favorite question I always ask is like, tell me who the best manager in ball is or tell me whothe best manager in C
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