SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer
About this episode
The episode discusses the integration of trend following with equities to enhance portfolio durability, featuring insights from Eric Crittenden and Andrew Beer.
Trend following has long promised and delivered diversification, crisis protection and uncorrelated returns. Yet many investors still struggle to hold it through difficult periods. In this conversation, Andrew Beer and Eric Crittenden explore why that gap exists and how combining trend following with equities may create a more durable portfolio. Together with Niels Kaastrup-Larsen discuss the rise of managed futures ETFs, the debate between simplicity and complexity in systematic investing, and why algorithmic discipline allows investors to act when intuition fails. The episode also examines portfolio construction, product design and the evolving role of alternatives in a changing investment landscape. ----- 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 Portfolio ” here . Learn more about the Trend Barometer here…
More episodes of Top Traders Unplugged
- UGO12: Why the Next Financial Crisis Could Change America Forever ft. Danielle DiMartino Booth
- SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski
- ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson
- SI402: Why Markets Can’t Stop Trending ft. Richard Brennan
- IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann
- SI401: Why Trend Following Wins in Chaos ft. Nick Baltas
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