SI253: A New Trend Following ETF is Born ft. Andrew Beer & Jerry Parker
Top Traders Unplugged22 Heinä 2023

SI253: A New Trend Following ETF is Born ft. Andrew Beer & Jerry Parker

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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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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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 “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

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:

01:44 - 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 -...

Jaksot(889)

TTU01: Are Research Ideas Overrated? ft. Jason Gerlach of Sunrise Capital Partners – 1of2

TTU01: Are Research Ideas Overrated? ft. Jason Gerlach of Sunrise Capital Partners – 1of2

Sunrise Capital was the first CTA (Commodity Trading Advisor) ever.The company has evolved considerably since its inception in the 1970s.Today on the show, Jason Gerlach, the Chief Executive Officer at Sunrise Capital joins us to discuss the history of the company and about the evolution of their trading strategy over nearly 4 decades. Sunrise has achieved astounding results over the lifetime of the company and Jason provides unique insights to the inner workings of Sunrise.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:The story of Sunrise Capitals founding in the early 1970sRick Slaughter (Sunrise’s Chief Researcher) founded Commodity Monitors – the First Hedge Fund/CTA firm ever launchedJack Forest (Sunrise Commodities) and Gary Davis (Cresta Commodities) – The doctors trading outside the hospitalHow the three pioneers of the CTA/Commodity Trading Industry came together to form Sunrise Capital Partners in the mid 90’sHow Jason was brought on into the firm and developed a succession plan for the businessThe unexpected story of how Jason “the Attorney” turned into Jason “the Systematic Trading Guy”What Sunrise Capital Partners offer today?How does one structure a CTA firm like Sunrise, what functions and how do you manage them?The role of outsourcing in the day-to-day operations of Sunrise Capital PartnersWhat Sunrise discovered in the early 00’s which indicated to them a decay in long-term trend following and how they responded-----Resources & Links Mentioned in this Episode:Download the article Niels mentioned: Fallacies to Avoid When Selecting a CTAFollow 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 “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or <a...

26 Touko 201437min

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