SI272: Disrupting the Asset Management Industry ft. Andrew Beer

Today, we are joined by Andrew Beer, who helps us uncover why managed futures have been struggling in 2023 and and what makes this year so different from 2022. We discuss the history of replication strategies all the way back to its origins and the intricacies of Andrew’s own replication strategy, and how disruptions have change the asset management industry and if the replicators are now facing their own competition from more pure CTA ETF offerings. We debate if Managed Futures have been "commoditized" and how the 60/40 portfolio is making a comeback this year and if 2022 was just a "fluke".

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Episode TimeStamps:

01:35 - What has caught our attention recently?

04:04 - Industry performance update

08:08 - How bad 2023 is for managed futures?

13:19 - A turn away from trend?

18:29 - Timeframe and lookback in CTA replication

27:02 - The details of Andrew's trading approach

33:01 - How increased competition impacts Andrew's trading

41:31 - How low can you go, when it comes to fees?

48:17 - The great underestimated risk

51:30 - What drives asset flows?

01:00:04 - Is 60/40 back on track?

01:07:13 - Just look at the AUM

01:11:15 - Thanks for listening

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