Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

TTU146: The value of Unpredictable Alpha ft. Anthony Todd

TTU146: The value of Unpredictable Alpha ft. Anthony Todd

FromTop Traders Unplugged


TTU146: The value of Unpredictable Alpha ft. Anthony Todd

FromTop Traders Unplugged

ratings:
Length:
71 minutes
Released:
Apr 10, 2024
Format:
Podcast episode

Description

Today, we are delighted to be joined by Anthony Todd, Co-Founder & CEO of Aspect Capital, for an insightful discussion on the role of systematic trading and trend following in today’s economy. We also discuss what has driven Aspect Capital’s shift towards developing multiple strategies and how they guide their clients to make better investment decisions, whether the trend following industry should be concerned about replication strategies and how allocations are funded today. Lastly, we discuss how Aspect Capital uses AI in their work and how systematic trading has changed as a whole with the rise of AI, what Todd is most excited and concerned about in 2024 and much more. -----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Todd on LinkedIn.Find out more about DUNN CapitalEpisode Timestamps:02:24 - Introduction to Anthony Todd and Aspect Capital05:43 - A global macro perspective09:45 - How has the industry evolved?13:51 - Are investors under-allocated to trend?17:11 - Trend following - a return enhancer?20:37 - The correlation between stocks and bonds25:27 - The path to offering multible strategies29:47 - Balancing choices and guiding clients and investors33:26 - Are CTAs threatened by replication strategies?39:11 - How...
Released:
Apr 10, 2024
Format:
Podcast episode

Titles in the series (100)

Join Niels Kaastrup-Larsen as he explores the world of finance and investing, through weekly conversations with the most interesting and experienced investors, economists, traders & thought leaders. Learn from their experiences, their successes, and their failures. We don't want you to think like them...but we do want to make you think! Stay up-to-date on https://toptradersunplugged.com