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

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.

-----

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.

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

Copyright © 2025 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

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

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

Avsnitt(910)

SI247: What is Smart Diversification? ft. Nick Baltas

SI247: What is Smart Diversification? ft. Nick Baltas

Today, Nick Baltas return to the show for a look at some recent published research papers by our friends over at Quantica and AQR. Despite our technical difficulties with my audio and notes...we discu...

10 Juni 20231h 9min

GM44: Insights From Inside Credit Suisse  ft. Mika Kastenholz

GM44: Insights From Inside Credit Suisse ft. Mika Kastenholz

Our guest Mika Kastenholz shares his insights running a global, cross-asset class macro trading business within a major investment bank in this episode. We learn about potential volatility mismatches ...

7 Juni 20231h 3min

SI246: The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering

SI246: The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering

Today, we are joined by Andrew Beer and Tim Pickering for a heated debate on some of the most important changes that we are seeing in the CTA industry. We discuss how ETFs can be used in the CTA indus...

3 Juni 20231h 24min

ALO14: Investing for a Decade of Dispersion ft. Clint Stone

ALO14: Investing for a Decade of Dispersion ft. Clint Stone

Today we are joined by Clint Stone SVP of Investments at the Larry H Miller Company to hear about running an endowment style investment approach at a family office. We discuss Clint’s approach to asse...

31 Maj 20231h 12min

SI245: Which CTA Should You Buy ft. Rob Carver

SI245: Which CTA Should You Buy ft. Rob Carver

Rob Carver is back to discuss the economic unpredictability that has defined this year so far and how Rob approaches backtesting his system, how to make a signal continuous in a discrete system and if...

27 Maj 20231h 5min

GM43: On the Verge of Recession ft. David Rosenberg

GM43: On the Verge of Recession ft. David Rosenberg

Join us for a thought-provoking conversation with David Rosenberg of Rosenberg Research as we discuss the global macro outlook and why David believes the US economy is on the verge of recession. We ex...

24 Maj 20231h 6min

TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors

TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors

Join us as we sit down with Brian Proctor, Managing Director at EMC Capital Advisors, for an insightful conversation on the evolution of their trading methodology since the early days of the Turtle Pr...

22 Maj 20231h 7min

SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan

SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan

Richard Brennan returns to discuss the idea of applying trend following on a shorter term time frame and why this might not make sense, the most optimal solutions for selecting managers, how to best a...

20 Maj 202358min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
rss-svart-marknad
svd-tech-brief
avanzapodden
borsmorgon
rss-dagen-med-di
fill-or-kill
lastbilspodden
24fragor
rss-den-nya-ekonomin
dynastin
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
rss-borslunch
bathina-en-podcast