SI320: Bonds: The Voldemort Of Asset Allocation Ft. Andrew Beer Top Traders Unplugged podcast

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SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer

3d ago 1:04:48

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Together with Andrew Beer, we explore the complexities and challenges of systematic investing, particularly in the context of recent market fluctuations and investor sentiment. We discuss the difficulties faced by managed futures strategies, highlighting the impact of volatile economic conditions on performance. We explore the evolving landscape of investment products, including the rise of ETFs and the significance of narratives in attracting investors. The conversation also touches on the importance of understanding investor preferences and the necessity of adaptability in investment strategies. With insights from recent events and industry trends, this episode offers a comprehensive perspective on the current state of systematic investing and the future of alternative strategies.

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Episode TimeStamps:

01:13 - What has caught our attention recently?

03:30 - Industry performance update

04:48 - Andrew's perspective on the last few months

11:11 - Insights from the Hedge Nordic Event

16:49 - Picking the right managers

19:57 - A Hunger Games mentality

26:53 - Different products for different market segments

33:31 - Are hedge funds better than mutual funds?

43:20 - What we know about the performance of ETFs vs mutual funds

46:33 - Will replicators become more prominent?

53:49 - Tell me what you love

57:24 - Bonds are like the Voldemort of asset allocation

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