At The Money: Diversifying with Managed Futures ETFs

At The Money: Diversifying with Managed Futures ETFs

Lots of asset classes promise uncorrelated returns, but few deliver.

One that does is managed futures. Sure, they are expensive and spikey, but when all correlations go to 1 – meaning everything is trading in lockstep, as we saw during the GFC and Covid – they seem to be the rare diversifier that works.

Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfolios

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

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Episoder(746)

How AI Could Freeze Progress with Hilary Allen

How AI Could Freeze Progress with Hilary Allen

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They disc...

20 Feb 1h 11min

At The Money: The Mega Backdoor Roth

At The Money: The Mega Backdoor Roth

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account. Dan LaRosa is Director of Corporate Retire...

19 Feb 16min

Why a Joint Account Can Be a Sign of Healthy Marriage

Why a Joint Account Can Be a Sign of Healthy Marriage

Barry speaks with Douglas and Heather Boneparth. Doug is the president of Bone Fide Wealth and Heather is the firm’s Director of Business and Legal Affairs and Chief Compliance Officer. They also disc...

13 Feb 1h 1min

BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds

BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds

On this special, bonus episode, Barry speaks with Drew Warshaw, Democratic Candidate for New York State Comptroller. They discuss his role in building the World Trade Center after 9/11. his career in ...

11 Feb 59min

Unconventional Real Estate Investments: Masters in Business with Bob Moser

Unconventional Real Estate Investments: Masters in Business with Bob Moser

Barry speaks with Bob Moser, Owner, Principal and CEO at Prime Group. They discuss his early career in real estate and his current holdings. They focus on his investments in self-storage assets and ho...

6 Feb 49min

At The Money: The Finances of Divorce

At The Money: The Finances of Divorce

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mi...

4 Feb 15min

Building an Asset Allocation Strategy: Masters in Business with Kate Burke

Building an Asset Allocation Strategy: Masters in Business with Kate Burke

Barry speaks with Kate Burke, chief executive officer of Allspring Global Investments and director on the Board of Directors at Allspring Global Investments. They discuss her career at AllianceBernste...

30 Jan 57min

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