TTU69: Staying Agnostic in Your Allocation ft. Martin Lueck of Aspect Capital
Episode description
This year in review covers how Aspect Capital came out of 2014 with their best year ever as a company, and what they learned from the year. Martin Lueck discusses the events that made 2014 a roller coaster ride, as well as the importance of always staying agnostic in your allocation to different sectors.
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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:
- Why 2014 was a roller coaster ride for Aspect Capital.
- How 2014 was the best year ever on record for Martin’s firm.
- Why CTAs spend most of the time being in a certain level of drawdown and how they have to be psychologically prepared for that.
- What markets didn’t perform for his firm.
- How Martin reacted to the Swiss Franc move that happened recently.
- How conversations with investors changed over the year.
- Why educating investors is important.
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Resources & Links Mentioned in this Episode:
Hear more of Martin Lueck in these 2 hour-long conversations with him on our podcast here and here.
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
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Learn more about the Trend Barometer here.
Send your questions to [email protected]
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Follow Aspect Capital on Linkedin.
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