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.

-----

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

-----


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

----

PLUS: Whenever you're...

Jaksot(907)

TTU11: Lessons From a Highly Educated Founder & Fund Manager ft. Mathias Bucher of AllMountainCapital – 1of2

TTU11: Lessons From a Highly Educated Founder & Fund Manager ft. Mathias Bucher of AllMountainCapital – 1of2

Our next show provides you with the opportunity to learn from a highly educated founder and fund manager.He Studied Economics at the Luzon Universidad de Carlos III de Madrid. He went on to earn a PhD...

7 Heinä 201446min

TTU10: The Fairest Fee Structure in the Industry ft. Marty Bergin of DUNN Capital Management – 2of2

TTU10: The Fairest Fee Structure in the Industry ft. Marty Bergin of DUNN Capital Management – 2of2

What are you going to do to differentiate yourself from everyone else in the industry?That’s the question Marty Bergin would ask the next guest on Top Traders Unplugged.Welcome back for the second par...

3 Heinä 201439min

TTU09: 40+ Years of Trading & Still Making NEW Highs ft. Marty Bergin of DUNN Capital Management – 1of2

TTU09: 40+ Years of Trading & Still Making NEW Highs ft. Marty Bergin of DUNN Capital Management – 1of2

Our next guest is a partner in a firm that has enjoyed 40+ years of trading success with a 35+ year continues track record of their WMA program.The track record of the organization, DUNN Capital Manag...

29 Kesä 201439min

TTU08: Key Traits to Success in the CTA Industry ft. Martin Estlander of Estlander & Partners – 2of2

TTU08: Key Traits to Success in the CTA Industry ft. Martin Estlander of Estlander & Partners – 2of2

Today we rejoin the conversation with Martin Estlander the Founder and CEO of Estlander & Partners. If you missed the first part, feel free to listen to it here.In this episode we explore the evolutio...

26 Kesä 201449min

TTU07: Inside Scandinavia’s Longest Running CTA Firm ft. Martin Estlander of Estlander & Partners – 1of2

TTU07: Inside Scandinavia’s Longest Running CTA Firm ft. Martin Estlander of Estlander & Partners – 1of2

Estlander & Partners – The Oldest CTA firm in Scandinavia and one of the Longest Running CTA firms in the World. Thank you for listening to my conversation with its founder Martin Estlander. In This ...

22 Kesä 201449min

TTU06: Why Trend Following Systems Make Money Over Time ft. Tushar Chande – 2of2

TTU06: Why Trend Following Systems Make Money Over Time ft. Tushar Chande – 2of2

We’re back with the second part of our conversation with the Head of Research at Rho Asset Management. In this episode we discuss the details of Managing Equity Curves, Trade Length in CTA systems and...

12 Kesä 201440min

TTU05: What You Must Do To Survive In the CTA Business ft. Tushar Chande – 1of2

TTU05: What You Must Do To Survive In the CTA Business ft. Tushar Chande – 1of2

On today’s show I am talking to Tushar Chande, Co-Founder and Head of Research at Rho Asset Management. Tushar is also the author of a number of books on the topic of how to design rule based trading...

9 Kesä 201442min

TTU04: What it Takes to Become a Great Trader ft. Mike Dever of Brandywine Asset Management – 2of2

TTU04: What it Takes to Become a Great Trader ft. Mike Dever of Brandywine Asset Management – 2of2

In this episode we continue our conversation with the founder and CEO of Brandywine Asset Management and discuss the aspects of what makes his rule based asset management style so successful.Enjoy the...

5 Kesä 201444min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
pomojen-suusta
ostan-asuntoja-podcast
juristipodi
rss-myyntikoulu
rss-seuraava-potilas
rss-lahtijat
rss-draivi
leadcast
sijoitusovi-podcast
asuntoasiaa-paivakirjat
rss-startup-ministerio
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-h-asselmoilanen
rss-turha-edes-yrittaa