Today, we are joined by Andrew Beer and Jerry Parker for a fascinating conversation about the different approches to trend following within the ETF landscape. We discuss what the role trend following should play in a portfolio, the best approach to staying diversified, and where the growth might come from in the ETF space. We also discuss a few more controversial topics like fees, and why Jerry view trend following and managed futures as 2 different things and much more.
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Episode TimeStamps:
01:44 - What's been on Andrew's and Jerry's radar lately?
04:38 - Industry performance update
05:43 - Lessons learned from launching Trend Following Plus Nothing
10:21 - What should the role of Trend Following be?
13:45 - New ETFs - where will the growth come from?
16:35 - The best approach to trading markets
23:37 - Staying balanced with single stocks
27:54 - Biases in Jerry's trading
30:11 - Will Jerry's correlation to equities begin to increase?
33:59 - Q1, Oliver: Why pay Jerry higher fees for being long equities?
40:02 - Will large hedge funds bring ETFs to markets?
44:08 - Are we in a hedge fund CTA fee bubble?
46:59 - Jerrys take on performance fees
52:24 - Andrew's take on performance fees
54:26 - Trend Following vs Managed Futures - 2 different things?
01:08:52 - Tax efficiency in ETFs
01:12:24 - Final thoughts
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