Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
The Meb Faber Show - Better Investing
C T A
Despite decades of research and practitioner results, trenfawng still doesn't have as much of a footprint in investor portfolios as one would expect. Is it too complicated? Is the fact they decided, in many cases, to use the word futures, or manage futures? So that's bad branding. Those things suck. But what else is the knock against well, it goes through periods when it's not adding value to the portfolio. And so we all have recency by us. I think c t as as a whole, they've kind of lost the path.
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