SI305: Building A Hedge Fund Allocation ft. Alan Dunne

Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and markets. Alan also shares his advice for allocator looking to start a new trend following fund and we discuss how fees are currently the big differentiator in the CTA space, with one manager increasing it's performance fee to 30%. We also discuss the "Dual Mandate of Managed Futures Strategies" and how how different frequencies of skewness affect strategies and delves into the use of "delay" by pure trend managers to smooth returns. We continue our conversation on the topic of Building a Hedge Fund Allocation, diving into the considerations and strategies involved in creating a robust hedge fund portfolio and 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 “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] 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.Episode TimeStamps:01:02 - What has been on our radar recently?05:38 - How we utilize AI in our own work09:14 - Price on fossil hit an all time high09:54 - The FOMO narrative in investing11:52 - Alan's thoughts on the state of affairs in the U.S. Election19:50 - An unsustainable path24:37 - Industry performance update27:58 - Q1, Ciaran: What are allocators looking for in a new trend following fund?34:25 - Fees - the big differentiator38:46 - Key takeaway from the paper "Skew Spectrum"48:20 - Paper on building a hedge fund allocation01:00:34 - Thanks for listeningResources...