Andrew Beer returns to the show for a fascinating conversation, where we question the role of Bonds in today's environment, and review both current and historic performance, and what it takes to change investors minds about replacing bonds with managed futures. We also discuss why long-term timeframes might be better for most investors within Trend Following and why stock-picking are becoming less relevant due to shifts in the S&P500 structure. Lastly, we touch on the ETF space and how the investment industry is slow at adapting to change, whether democracy is on its last legs and much more.
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Episode TimeStamps:
01:53 - A dark time
04:24 - Industry performance update
10:57 - Should we replace bonds with managed futures? (or vice versa)
21:59 - What does it take to change investors minds?
33:26 - No one can erase 2022, and that is important
35:01 - A misleading narrative in the managed futures space
38:30 - Long or short term - who performed the best?
43:39 - Are stocks becoming less relevant?
53:22 - An update on the ETF space
56:25 - An existential crisis within equity hedge funds
58:55 - Capitalism and the political discourse
01:03:58 - Is democracy on its last legs?
01:06:32 - Thanks for listening
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