Top Traders Unplugged

SI239: CTAs Profits from Food Crisis...True or False? ft. Andrew Beer

Apr 16, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Fed's Next Rate Hike
02:04 • 6min
3
The Importance of Confidence
08:02 • 3min
4
How to Be a Good Trend Follower
11:17 • 5min
5
The Importance of Replication in Hedge Funds
16:46 • 4min
6
The Volatility of the Market in January and February
21:10 • 3min
7
The Impact of the Two-Year Note on Trend Following Returns
23:53 • 3min
8
The Importance of Diversification in Fixed Income
26:26 • 4min
9
The Consensus Trade and the Inflation Trade
30:46 • 2min
10
The Decoupling of DBMF From the Benchmark
32:27 • 5min
11
The Importance of Unbundled Asset Management
37:50 • 3min
12
The Benefits of Daily Liquidity
40:58 • 2min
13
Alpha Simplex: A Strategy for Diversifying Your Portfolio
42:39 • 5min
14
The Dangers of Setting Expectations
47:21 • 6min
15
Hedge Funds Made 1.5 Billion in Profit From Ukraine War Food Price Spike
52:59 • 6min
16
The Opposite of What Happened to Be Called Out to Have Done
58:29 • 4min
17
The Systematic Investor Podcast Series
01:02:59 • 2min