I was thrilled to be joined by the founders of AHL, to celebrate their 30 year anniversay of founding AHL: Michael Adam who later co-founded Aspect Capital, David Harding also known as founder and CEO of Winton Capital and Marty Lueck also one of the co-founders of Aspect Capital. We sat down in the famous Abbey Road Studios in London to talk about AHL’s beginnings, the revolutionary discoveries that AHL made, how MAN Group became the owner of AHL, as well as all the great things that Michael, D...
Aug 18, 2017•44 min
On this episode I continue my conversation Ryan Abrams , Portfolio Manager at Wisconsin Alumni Research Association, Ela Karahasanoglu , VP at Workplace Safety and Insurance Board, and Carrie Lo , Director of Hedge Strategies at CalSTRS. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: When do you stop adding more managers? Ela’s magic range of managers Carrie’s approach to choosing managers How management fee...
Jul 14, 2017•35 min
On this episode my very special guests are Ryan Abrams , Portfolio Manager at Wisconsin Alumni Research Association, Ela Karahasanoglu , VP at Workplace Safety and Insurance Board, and Carrie Lo , Director of Hedge Strategies at CalSTRS, for a fun and insightful conversation about how to mitigate the Risk in a Portfolio using Managed Futures. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: How Carrie diligent...
Jun 25, 2017•41 min
On this episode my guests are Richard Dennis , creator of the Turtle program, Brian Proctor , managing director of EMC Capital Advices, and Jerry Parker , founder and president of Chesapeake Capital, for a rare conversation about the inner workings of the Turtle program, told for the first time by Richard himself. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: The good and bad of targeting volatility How Jer...
May 09, 2017•36 min
Today I'm joined by Richard Dennis , creator of the Turtle program, Brian Proctor , managing director of EMC Capital Advices, and Jerry Parker , founder and president of Chesapeake Capital, for a rare conversation about the inner workings of the Turtle program, told for the first time by Richard himself. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: Rich’s first introduction to trend following Jerry’s early...
Apr 17, 2017•38 min
We are back with another great conversation where my guests are Chris Solarz , Managing Director, Global Macro Hedge Fund Strategies at Cliffwater, Adam Duncan , Managing Director at Cambridge Associates as well as Freeman Wood , who is a Partner and Head of North America, at Mercer, for a deep dive into the world of Consultants in Alternative Investments. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: If th...
Mar 23, 2017•39 min
My guests today are Chris Solarz , Managing Director, Global Macro Hedge Fund Strategies at Cliffwater, Adam Duncan , Managing Director at Cambridge Associates as well as Freeman Wood , who is a Partner and Head of North America, at Mercer, for a fun and insightful conversation into the world of Consultants and their role in Alternative Investments. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: How our gues...
Mar 07, 2017•41 min
On this episode I continue my conversation with Marty Bergin , the owner and President of DUNN Capital Management , Grant Jaffarian , Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss , who is a Director within the Capital Introductions Team at Societe General, where we cover all things trend following and some of the differences to short-term trading. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HER...
Feb 19, 2017•31 min
Today I'm joined by Marty Bergin , the owner and President of DUNN Capital Management , Grant Jaffarian , Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss , who is a Director within the Capital Introductions Team at Societe General, for a fun and insightful journey into the world of Trend Following. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: Key Insights from ar...
Feb 05, 2017•34 min
Today I continue my conversation with Amy Elefante Bedi , Director of Hedged Strategies at Washington University Investment Management Company in St. Louis, Ernest Jaffarian , the CEO of Efficient Capital Management as well Phil Hatzopoulos , who is the Global Head of Buyside Sales at the CME Group. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: What the response has been to lower performance of hedge funds ...
Jan 16, 2017•25 min
On this episode I'm joined by Amy Elefante Bedi , Director of Hedged Strategies at Washington University Investment Management Company in St. Louis, Ernest Jaffarian, the CEO of Efficient Capital Management as well Phil Hatzopoulos , who is the Global Head of Buyside Sales at the CME Group - to explore the world of Alternative Investments and why they are so valuable to investors. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Epi...
Jan 04, 2017•27 min
Thanks for tuning in to the second part of our roundtable conversation with three of the leading voices in the trend following industry today. In this episode, we discuss how the industry has evolved, what the future looks like, and how to educate investors on the merits of trend following. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: How has trend following evolved in the past decade The different kinds o...
May 19, 2016•42 min
Thanks for tuning back into our show, we know it has been a while since we’ve published an episode. However, you are in for a real treat: this is the first episode where we have a roundtable of guests, representing some of the most prominent firms in the trend following space. Our guests have a combined 100 years of track record, and we’ll explore it all in this episode. We discuss the history of trend following, what it takes to practice trend following, and the human biases that effect our tra...
May 06, 2016•54 min
In our continued conversation with Bill Dreiss, we dive into why he built his model the way that he did, and how he deals with factors like risk, drawdowns, and investor relationships. You’ll discover what he has learned from the drawdowns he has gone through, how the market has changed since 2009, and what the future looks like for Dreiss Research. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: How he think...
Feb 17, 2016•59 min
Bill Dreiss has been an early adopter from the very beginning. After going to MIT and Harvard, he wanted to form a business that would allow him to be location independent and allow him to surf, his life passion. Fortunately, systems trading found him. He bought a computer before individuals owned them, started a systems trading firm before almost any of them existed, and has been in business trading his own model fro more than 25 years. You’ll gain a career’s worth of knowledge in this fantasti...
Feb 08, 2016•1 hr 1 min
In our continued conversation with Andreas Clenow, we discuss the research and work that goes into making his trading model, how he deals with risk and drawdowns, and how he explains his models to potential investors. In this episode, we will dive into how clear and explainable a trading model should be, and what questions you should ask firms before investing in them. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll...
Jan 25, 2016•1 hr 3 min
Our guest today is a successful trader, businessman, and author. He is known for his books Following The Trend and Stocks on the Move, and after an impressive career at Reuters finance he moved on to ACIES Asset Management in Switzerland. In our conversation, we discuss trend following and the need to keep it simple, the mistakes that retail traders make, and how to start a new firm in this day and age. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS -...
Jan 18, 2016•1 hr 8 min
In the second part of our conversation with Robert Carver, we dive into the specifics of his trading strategy, why he doesn’t trade full time, and what he thinks about the trend-following space in general. You’ll hear his thoughts on drawdowns, research teams, risk, and more. You won’t want to miss his insight and clear explanations of some of finance’s most complicated topics. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episod...
Dec 09, 2015•1 hr 13 min
Robert Carver spends most of his book telling you that he is not a good trader. So why did he devote his life and a whole book to the subject? Because he believes in systematic trading; making a simple trading system and sticking to it. In this episode, we dive into his new book and explore why simplicity is the key, people think they are better traders than they are, and so much more. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In Thi...
Dec 02, 2015•1 hr 17 min
In this episode, we dive into the models and processes that Cambridge Capital and Andrew Baxter use to manage risk, research new ideas, and grow their business. We also talk about the importance for managers to explain why they do what they do, rather than just what they do. Listen in to learn more about the future of the managed futures industry and how to be successful in it. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episod...
Nov 22, 2015•1 hr 12 min
Andrew Baxter worked at British Aerospace as an engineer before joining the investment management world. He still considers himself an engineer. Listen in to learn how he uses machine learning, why he keeps innovating, and how he started his own firm. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: Why Andrew considers himself an engineer How he went from engineer to investment management How he started his f...
Nov 15, 2015•1 hr 17 min
In this second part of our conversation, we dive into the specifics of how Charles Nenner and his team make their predictions, and what they predict in certain markets like Crude Oil, Copper, and Natural Gas. We also discuss the cycle of a major war at the beginning of each century, and David’s personal story of why he is just as curious today as the day he started. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Le...
Jul 15, 2015•1 hr 5 min
This episode has a unique and interesting guest, the kind we rarely have on this show. David Gurwitz does not trade in the financial markets, but provides predictions and research to many firms, including some we have interviewed. He looks at the cycles in financial markets. Keep an open mind during this episode and see what you can learn about Charles Nenner’s research methods, the start of their research business, and what predictions they have been correct on and which ones they missed. -----...
Jul 07, 2015•1 hr 11 min
In this second part of our conversation, Natasha dives into the details of the trading model and portfolio of Altis Partners, her firm. We discuss how they approach risk management, and how they’ve dealt with drawdowns over the years. She also gives her take on the future of the managed futures industry, what advice she would give to emerging firm managers, and other lessons she has learned along the way. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS...
Jul 05, 2015•1 hr 3 min
Our next guest left a well known trading firm in London to start a quantitative trading firm with 3 other partners. There’s a lot to be learned from her insights on starting a business, building a culture, and making it through the obstacles along the way. Listen in for our discussions on the startup phase and the current trading model. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: How Natasha and her found...
Jun 29, 2015•1 hr 8 min
In the second part of our conversation with the cofounder of Evolutiq, we dive into the firm’s trading strategy, how they manage risk, and what kinds of investors they seek. He also discusses tips for budding entrepreneurs and firm managers, and how he deals with explaining the complexity of his trading models. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: The details of Oliver’s portfolio. What types of ma...
Jun 08, 2015•1 hr
Our next guest has started and invested in many companies, and is from an entrepreneurial background. First and foremost, he is concerned with running a business, but he also knew he wanted to be a portfolio manager from an early age. Hear the fascinating story of Oliver Steinki on this episode, as we dive into his new firm and the details behind his models and strategy. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’...
Jun 02, 2015•1 hr 3 min
In the second part of our conversation with Mike Coleman, we explore the different commodity markets and how RCMA trades them, and look back at the drawdowns that Mike has gone through and what he has learned from them. We discuss risk, idea generation, and what it takes to build a successful firm. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: How correlation plays an important role in what Mike does. What ...
Apr 20, 2015•1 hr 4 min
Our next guest lives in Singapore, where he founded a firm that trades in the commodity markets. In this episode, we trace his upbringing in the UK and his first job at Cargill to the start of his firm. We discuss the growth and downsizing periods he has gone through and how he builds a successful business. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: Where Mike grew up and how his upbringing shaped his ca...
Apr 13, 2015•1 hr 7 min
In our second part of this conversation, we dive into the details of the program that Kim runs. We discuss why it’s important to stick with your models, even in times of severe drawdowns, and how Kim views risk. He also talks about the books and people that have inspired him in his career. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE In This Episode, You’ll Learn: The details behind the program Kim runs. What he feels about larger drawd...
Mar 31, 2015•1 hr 22 min
