Tom Wrobel, a macro and discretionary investment strategist from London, and Andrew Beer, a trend replication expert based in Greece, delve into the evolving landscape of trend following. They discuss new research suggesting a shift towards simpler, slower models, raising questions about the future of Commodity Trading Advisors. Andrew critiques the complexity of many strategies, arguing that they may obscure true value and increase costs. This insightful conversation highlights the risks investors face as they navigate increasingly intricate trading methods.
