Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (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 https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (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 https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Alan on https://twitter.com/alanjdunne (Twitter). Episode TimeStamps: 00:00 - Intro 01:57 - This week in Trend Following? 06:38 - Industry performance update 08:34 - A bit of background to Andrew and his work 15:12 - The mechanics of their replication strategy 20:20 - Getting correlation right...is that enough? 34:25 - What about flat periods? 41:19 - What is the hardest part of what you do? 44:29 - Q1, Brian: Is there any tax advantages to your product? 46:01 - Q2, Jerry: What does your investor base look like? 53:19 - Are cryptocurrencies part of your universe? 57:16 - Q3, Jerry: How is the price of the ETF made up? 59:24 - Q4, Mike: Will capacity become an issue at a certain level of AUM like it does for traditional CTA strategies? 01:04:17 - Q5: Thoughts on CTAs being an essential part of a portfolio? 01:20:39 - Crisis Alpha 01:30:00 - Bringing value to investors 01:32:09 - Can you replicate a single manager? 01:44:14 - Will the current inflows mean that the CTA industry will reach capacity? 01:48:22 - Thanks for listening
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. https://www.toptradersunplugged.com/resources/ebooks/ (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! https://www.toptradersunplugged.com/resources/market-trends/ (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. https://www.toptradersunplugged.com/resources/ (Click