Top Traders Unplugged SI348: The Quiet Cost of Overfitting ft. Andrew Beer
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May 17, 2025 Andrew Beer, a managing member at Dynamic Beta Investments and expert on alternative investments, joins to discuss the challenges facing trend following strategies. He highlights how recent complexities and short-term models may be undermining their effectiveness. The conversation delves into the effects of political volatility and allocator fatigue, advocating for a return to foundational principles rather than chasing innovation. Through engaging anecdotes, Andrew emphasizes the need for resilience in trading amidst a tumultuous market landscape.
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Dog's Subtle Conference Contribution
- Andrew Beer shared a story about his dog attending a 2022 ETF conference with him wearing a DBMF-branded hoodie.
- The dog humorously turned its back on the audience during a discussion about their fund, amusing those present.
Apple's Role in China's Tech Rise
- Apple's involvement has been pivotal in building China's tech industry by training engineers and investing heavily.
- Despite trade tensions, Apple's production remains overwhelmingly China-based, challenging supply chain relocation assumptions.
Tough Real Estate Meeting Story
- Andrew Beer recounted a tough 20-minute meeting with top New York real estate figures who initially aggressively challenged him.
- Despite the rough start, persistence led to the negotiating party appreciating his stance and engagement.