SI272: Disrupting the Asset Management Industry ft. Andrew Beer
Top Traders Unplugged
Introduction
The hosts welcome Andrew Beer to discuss the impact of Powell's decision on the taper trade, the performance of CTA's in 2023, and the changing landscape of the wealth management industry.
Today, we are joined by Andrew Beer, who helps us uncover why managed futures have been struggling in 2023 and and what makes this year so different from 2022. We discuss the history of replication strategies all the way back to its origins and the intricacies of Andrew’s own replication strategy, and how disruptions have change the asset management industry and if the replicators are now facing their own competition from more pure CTA ETF offerings. We debate if Managed Futures have been "commoditized" and how the 60/40 portfolio is making a comeback this year and if 2022 was just a "fluke".
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Episode TimeStamps:
01:35 - What has caught our attention recently?
04:04 - Industry performance update
08:08 - How bad 2023 is for managed futures?
13:19 - A turn away from trend?
18:29 - Timeframe and lookback in CTA replication
27:02 - The details of Andrew's trading approach
33:01 - How increased competition impacts Andrew's trading
41:31 - How low can you go, when it comes to fees?
48:17 - The great underestimated risk
51:30 - What drives asset flows?
01:00:04 - Is 60/40 back on track?
01:07:13 - Just look at the AUM
01:11:15 - Thanks for listening
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