RT25: Alpha decay in Short-Term strategies ft. John Fidler, Jonathan Miles & Christopher Vogt – 2of2 | Top Traders Unplugged podcast

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Episode description

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Episode description

On today’s episode, guest host Ranjan Bhaduri continues his conversation 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 Jonathan Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. Listen in as our guests talk about management fees and how they have changed over the past decade, the importance of constantly checking your assumptions, and what wisdom they would give to young up and coming investors.

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In This Episode, You’ll Learn:

Why John and Jonathan don’t spend much time looking at short-term CTAs

How fee compression has changed management fees over the last decade

When our guests choose discretionary over systematic managers

The role of alternatives in a portfolio, and why Christopher doesn’t call them alternatives

Why Christopher urges people interested in the investment space to be cynical

Why in a world of complex models, John sees simplicity as a good thing

The most important decisions in Jonathan’s work, and why they aren’t necessarily financial decisions

Why many people’s view of model risk can hurt them and their investments

Why macro strategies will always remain strong

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Links Mentioned:

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