RT24: The Value of Liquidity ft. John Fidler, Christopher Vogt & Jonathan Miles – 1of2 | Top Traders Unplugged podcast

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Episode description

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Episode description

On today’s episode, guest host Ranjan Bhaduri speaks with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathon Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. With these experts on managed futures, we will discuss how managed futures is being incorporated into institutional portfolios, illiquid versus liquid investments, and what role alternative investments play in today’s investment landscape.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

What managed future strategies John sees the more successful managers gravitating towards

Why diversification isn’t always the best idea, and what alternative strategies Jonathan recommends

The advantages and disadvantages of having illiquid versus liquid investments

The heuristic crutch of private equity

Why Christopher is wary to always choose emerging managers over more established ones

The importance of a strong operational due diligence in managing portfolios

How trend following will need to evolve amid machine learning and changing markets

How Jonathan’s risk premia strategies transformed how his firm looked at managed futures

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Links Mentioned:

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Learn more about the Trend Barometer here.

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