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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs Returns! The ReSolve Crew Offers a Galaxy Brain Perspective on CTAs!
Description: As we returned from the summer break, the season’s opening episode brought the ReSolve crew together for a deep dive into Commodity Trading Advisor (CTA) strategies, often referred to as Managed Futures, covering topics that included: The path we all took to become CTA fund managers The role these strategies can and should play in portfolios How to position them within a broader asset allocation framework ‘Closet betas’ vs true diversifiers Are CTAs necessarily synonymous with trend following? The many faces of trend following ‘Lumpy’ returns and prolonged winters The role central banks have played in reducing outcome di...