SI272: Disrupting the Asset Management Industry ft. Andrew Beer

Today, we are joined by Andrew Beer, who helps us uncover why managed futures have been struggling in 2023 and and what makes this year so different from 2022. We discuss the history of replication strategies all the way back to its origins and the intricacies of Andrew’s own replication strategy, and how disruptions have change the asset management industry and if the replicators are now facing their own competition from more pure CTA ETF offerings. We debate if Managed Futures have been "commoditized" and how the 60/40 portfolio is making a comeback this year and if 2022 was just a "fluke". ----- EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool -----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “The Many Flavors of Trend Following” here. Learn more about the Trend Barometer here. Send your questions to [email protected] And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Andrew on Twitter. Episode TimeStamps: 01:35 - What has caught our attention recently? 04:04 - Industry performance update 08:08 - How bad 2023 is for managed futures? 13:19 - A turn away from trend? 18:29 - Timeframe and lookback in CTA replication 27:02 - The details of Andrew's trading approach 33:01 - How increased competition impacts Andrew's trading 41:31 - How low can you go, when it comes to fees? 48:17 - The great underestimated risk 51:30 - What drives asset flows? 01:00:04 - Is 60/40 back on track? 01:07:13 - Just look at the AUM 01:11:15 - Thanks for listening Copyright © 2024 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know...