Top Traders Unplugged22 Jul 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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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 - Tax efficiency in ETFs

01:12:24 - Final thoughts

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2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

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Disclaimer

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