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Top Traders Podcast June 2021

Eric, CIO of Standpoint, joins Niels Kaastrup-Larsen on The Systematic Investor Podcast.

Key Takeways

  • Standpoint believes sustainable risk premia is more reliable than collecting alpha from inefficiencies.
  • Trendfollowing on a single asset class is a bad idea. Similar to a venture capital approach, using futures contracts aims to find big winners by diversifying across a wide set of opportunities.
  • Stock and bond portfolios have had many 7+ year periods of zero or negative returns over the past 120 years.
  • Listen to the entire episode.

Try to get cognitively comfortable with the long term vision and then pick a short term process that is going to help you meet that long term vision.

- Eric Crittenden, Standpoint

Most of these periods started with expensive stocks or bonds, but today we have both.

- Niels Kaastrup-Larsen, Host of Top Traders Unplugged

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