“There’s immense depth here and in the back catalog. Neils and the other hosts do a great job as moderators and hosts covering a variety of issues in the macro world and their own expertise in trend following.
Something that is truly valuable is how much shows like this provide a lot of opportunities for ongoing learning and outside resources by introducing a variety of perspectives and approaches. It’s also quite helpful to hear how each fund performed in a given week when listening to the back catalog and in the present.
One of the ways CTAs are hard to hold for many is that they’re very predictable and fairly correlated if you know what to look for but look bewildering to an outside investor used to only stocks and bonds. That’s where the fact that Neil’s has continued to paper trade his personal CTA strategy that’s got a 10-15 year history going back into live trading is invaluable because he provides a daily report on the website that lets you look behind the curtain of the performance drivers, both good and bad.
The technical production quality is absolutely superb as well. The audio is clear and crisp throughout. Obviously guests’ quality may vary but insofar as it’s in the TTU realm, it’s top tier.
Full disclosure, I do invest in the mutual funds for Dunn, LoCorr Commodities, Alpha Simplex Managed Futures, and KMLM.”
Scott I H via Apple Podcasts ·
United States of America ·
03/19/23