The Investors First Podcast cover image

Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper

The Investors First Podcast

00:00

The Human Side of the Market, Right?

Investors are not supposed to like a quantum momentum based strategy like Manage Futures, right? It's the modern day equivalent of the guy with the candle chart, right? That makes academic economists turn over in their graves because they feel like that is just utterly irrational and it makes a guy like a value investor say, what do you mean? Something got up and it's gotten even more expensive. Now you like it even more. But I think it was actually rational. A lot of people didn't react with early on. So if my job had been to be built out portfolios for clients and I get to the end of 2020, chances were I have a massive low rates bet across

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app