SI339: CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel
Top Traders Unplugged15 Maalis 2025

SI339: CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel

Andrew Beer and Tom Wrobel joins us to talk about the current state of global markets and the pivotal changes affecting our industry. We’re all feeling the shift in dynamics, and we’re here to unpack how that impacts our investing approaches. From the rise of new ETFs to the ongoing debate about the future of managed futures, we’ll cover it all. So grab your headphones and get ready for some straight talk on trends, volatility, and what it means for all of us as investors.

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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.

Follow Tom on LinkedIn.

Episode TimeStamps:

00:47 - What has caught our attention recently?

06:11 - Industry performance update

14:30 - Wild moves in markets

16:55 - Trump dumps on Trump trade

26:23 - A wealth of products - is it just a phase?

35:16 - The developments in the CTA space

36:21 - Are we trying to engineer the impossible?

41:45 - The pros and cons of inflection points vs short term models

50:28 - Why do CTAs replicate the way they do?

57:36 - Are the new ETFs threatening the CTA franchise?

01:01:56 - Discussing performance in the CTA space

01:09:22 - The use of QIS strategies in trend following

01:13:52 - Final thoughts

Copyright © 2025 – CMC AG – All Rights Reserved

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