SI253: A New Trend Following ETF is Born ft. Andrew Beer & Jerry Parker
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 22 July 2023
⏱️ 74 minutes
🧾️ Download transcript
Summary
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 -...
Transcript
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| 0:00.0 | You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing |
| 0:07.2 | and learn about the most dependable and consistent yet often overlooked investment strategy. |
| 0:13.2 | Welcome to the Systematic Investor Series. |
| 0:35.8 | Welcome and welcome back to this week's edition of this systematic investor series, where today I'm joined by two of my favorite ETFs, namely Andrew Beer and Jerry Parker, to take the pulse of the global markets through the lens of a rules-based investor. |
| 0:40.4 | Andrew and Jerry, it is wonderful to have you both back on the podcast this week. |
| 0:42.0 | How have you been doing? |
| 0:43.5 | What's going on where you are today? |
| 0:45.9 | I know you are somewhere very exotic, Andrew. |
| 0:47.2 | Why don't we start with you? |
| 0:53.5 | Yeah, I don't know if I'd call it exotic, but I have got myself down to a beach location to try to learn how to kite surf this week. So hence my garb. |
| 0:59.7 | But no, look, thank you so much for having me back on the show. It's a pleasure |
| 1:02.0 | to be here with you and the incomparable Jerry. |
| 1:05.6 | Absolutely. Jerry, where are you today? |
| 1:08.5 | Still in Tampa, Florida. Great weather. |
| 1:12.1 | Great to be here. |
| 1:14.1 | And never kite surfed. |
| 1:18.7 | I've got my three sons are really into anything like that. |
| 1:22.9 | Any daredevil, kite surfing, wakeboarding, any of that stuff. And they taught me, like, when are you going to get out there? |
| 1:25.4 | I'm like, 65. |
| 1:26.8 | Live me alone. |
| 1:29.9 | Is there a virtual reality game that I could play that will satisfy you? |
| 1:34.9 | They do. They have them on your iPhone. You can just, you can pretend to do it. |
... |
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