Rufus Rankin's guest appearances

Rufus Rankin

Financial Survival Network

Top Traders Unplugged

Warren Buffett

Danielle DiMartino Booth

Elon Musk

Jack Schwager

Charles Nenner

Scott Lynn

Michael Fischer

Eric Crittenden

Peter Atwater

Fred Moskowitz

John Di Lemme

Louis James

Greg Mannarino

Adam Mesh

Steven Hotze

OwlTail

Summary: I sit down and chat with Dr. Rufus Ranking, Tactical asset allocation expert, to discuss what you can do in consideration of the turmoil the markets have been facing over the last few weeks. This method is a variation on strategic allocation, but is a lot more adapted. Exposure is reduced as assets become more volatile, which increases chances for success. Tune in for more insight. Highlights: -There’s been dramatic market turmoil in the last few weeks. What could you have done in anticipation of this, and what can you do now? -Tactical asset allocation is a variation on strategic allocation, but we’re more frequently updating our estimates on what the world looks like -It’s a lot more adapted; most of these approaches reduce exposure to assets as they become more volatile and go into negative territory -Most TAA approaches focus more on price/price-related data -Focus on price levels, recent returns, volatility, etc. -You get most of the upside and a lot less of the downside, and get the main trend right most of the time -When things are risky, you can reduce your exposure -Basic approach is to look at volatility in basic assets -Most TAA approaches use relative strength and time series momentum -Rufus has been applying these strategies for close to 20 years Useful Links: Financial Survival Network SidepocketThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3244966/advertisement

Summary: I sit down and chat with Dr. Rufus Ranking, Tactical asset allocation expert, to discuss what you can do in consideration of the turmoil the markets have been facing over the last few weeks. This method is a variation on strategic allocation, but is a lot more adapted. Exposure is reduced as assets become more volatile, which increases chances for success. Tune in for more insight. Highlights: -There’s been dramatic market turmoil in the last few weeks. What could you have done in anticipation of this, and what can you do now? -Tactical asset allocation is a variation on strategic allocation, but we’re more frequently updating our estimates on what the world looks like -It’s a lot more adapted; most of these approaches reduce exposure to assets as they become more volatile and go into negative territory -Most TAA approaches focus more on price/price-related data -Focus on price levels, recent returns, volatility, etc. -You get most of the upside and a lot less of the downside, and get the main trend right most of the time -When things are risky, you can reduce your exposure -Basic approach is to look at volatility in basic assets -Most TAA approaches use relative strength and time series momentum -Rufus has been applying these strategies for close to 20 years Useful Links: Financial Survival Network Sidepocket This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at <a href="https://www.spreaker.com/show/3244966/advertisement" rel="nofollow" target="_blank">https://www.spreaker.com/show/3244966/advertisement</a>

Avoiding Market Losses with Tactical Asset Allocation - Dr. Rufus Rankin #5498

We’re joined by special guest, Rufus Rankin of Ampersand Investment Management, to discuss Trend Following ETFs, the definition of a truly diversified portfolio, flat-fees versus performance-based fees, how to choose between different managers, learning from Q1 2020, predicting CTA returns, and the recent public spat between Cliff Asness &amp; Nassim Taleb. Questions we answer include: Are Trend Following CTAs seeing an increase in client interest after this year’s stock market crash? What non-USA or Europe markets are CTAs currently interested in?-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer &amp; 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 &amp; Review on iTunes or Spotify so more people can discover the podcast.Episode TimeStamps:00:00 – Intro01:26 – Macro recap from Niels04:06 – Weekly review of performance07:20 – Niels: How what was your journey into this industry?08:57 – Niels: How did you end up allocating capital to CTAs?10:05 – Niels: Do you view Trend Following as a philosophy?12:50 – Niels: What are your thoughts about truly diversified portfolios?17:28 – Moritz; If we can’t forecast CTA returns, do you think we should allocate capital to as many CTAs as possible?20:02 – Niels: What percent of a whole portfolio would you recommend to Trend Following, and what would investors be comfortable with?19:02 – Moritz; Do you only allocate to Trend Following CTAs?22:41 – Moritz; Do you consider yourselves to be a ‘fund of funds’?23:11 – Moritz; How do you handle client pressure surrounding double-layering of fees?24:17 – Niels: Who do you think drives the demand for flat-fees, rather than performance-based fees?26:03 – Niels: What do you think of cheap Trend Following replication products versus full-cost, long-established, Trend Following funds?30:16 – Moritz: Do you still think CTAs are worth their performance fees?32:30 – Niels: How do you choose between different managers?35:19 – Moritz: When do you stop adding CTAs to your portfolio, for diversification?37:15 – Moritz: How do you gain exposure to your chosen CTAs?38:44 – Niels: How has 2020 been for you so far?40:09 – Niels: What are some of the things you learned from Q1 2020?42:52 – Moritz: How has machine learning added value during Q1 2020?44:41 – Question 1; Michael: Have you ever considered creating a Trend Following ETF?48:49 – Niels: Would Trend Following ETFs be required to disclose the rules of the strategies?44:41 – Questions 2&amp;3; Brian: Are Trend Following CTAs seeing an increase in investor interest, post the 2020 market crash? What non-USA or EU markets are CTAs currently interested in?53:31 – Benchmark performance updateCopyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

We’re joined by special guest, Rufus Rankin of Ampersand Investment Management, to discuss Trend Following ETFs, the definition of a truly diversified portfolio, flat-fees versus performance-based fees, how to choose between different managers, learning from Q1 2020, predicting CTA returns, and the recent public spat between Cliff Asness &amp; Nassim Taleb. Questions we answer include: Are Trend Following CTAs seeing an increase in client interest after this year’s stock market crash? What non-USA or Europe markets are CTAs currently interested in?-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer &amp; Better Performing Portfolio using this <a href="https://dunncapital.com/TTU-PBT-ShowNotes" rel="noopener noreferrer nofollow" target="_blank">FREE NEW Portfolio Builder Tool</a>----- Follow Niels on <a href="https://twitter.com/toptraderslive" rel="noopener noreferrer nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/nielskaastruplarsen" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a>, <a href="https://www.youtube.com/user/toptraderslive" rel="noopener noreferrer nofollow" target="_blank">YouTube</a> or via the <a href="https://www.toptradersunplugged.com/" rel="noopener noreferrer nofollow" target="_blank">TTU website</a>.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 <a href="https://www.toptradersunplugged.com/Ultimate" rel="noopener noreferrer nofollow" target="_blank">here</a>.And you can get a free copy of my latest book “The Many Flavors of Trend Following” <a href="https://www.toptradersunplugged.com/flavor" rel="noopener noreferrer nofollow" target="_blank">here</a>.Learn more about the Trend Barometer <a href="https://www.toptradersunplugged.com/resources/market-trends/" rel="noopener noreferrer nofollow" target="_blank">here</a>.Send your questions to <a href="mailto:info@toptradersunplugged.com%22%20%5Ct%20%22_blank" rel="noopener noreferrer">info@toptradersunplugged.com</a>And please share this episode with a like-minded friend and leave an honest Rating &amp; Review on <a href="https://www.toptradersunplugged.com/reviewttu" rel="noopener noreferrer nofollow" target="_blank">iTunes</a> or <a href="https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW" rel="noopener noreferrer nofollow" target="_blank">Spotify</a> so more people can discover the podcast.Episode TimeStamps:00:00 – Intro01:26 – Macro recap from Niels04:06 – Weekly review of performance07:20 – Niels: How what was your journey into this industry?08:57 – Niels: How did you end up allocating capital to CTAs?10:05 – Niels: Do you view Trend Following as a philosophy?12:50 – Niels: What are your thoughts about truly diversified portfolios?17:28 – Moritz; If we can’t forecast CTA returns, do you think we should allocate capital to as many CTAs as possible?20:02 – Niels: What percent of a whole portfolio would you recommend to Trend Following, and what would investors be comfortable with?19:02 – Moritz; Do you only allocate to Trend Following CTAs?22:41 – Moritz; Do you consider yourselves to be a ‘fund of funds’?23:11 – Moritz; How do you handle client pressure surrounding double-layering of fees?24:17 – Niels: Who do you think drives the demand for flat-fees, rather than performance-based fees?26:03 – Niels: What do you think of cheap Trend Following replication products versus full-cost, long-established, Trend Following funds?30:16 – Moritz: Do you still think CTAs are worth their performance fees?32:30 – Niels: How do you choose between different managers?35:19 – Moritz: When do you stop adding CTAs to your portfolio, for diversification?37:15 – Moritz: How do you gain exposure to your chosen CTAs?38:44 – Niels: How has 2020 been for you so far?40:09 – Niels: What are some of the things you learned from Q1 2020?42:52 – Moritz: How has machine learning added value during Q1 2020?44:41 – Question 1; Michael: Have you ever considered creating a Trend Following ETF?48:49 – Niels: Would Trend Following ETFs be required to disclose the rules of the strategies?44:41 – Questions 2&amp;3; Brian: Are Trend Following CTAs seeing an increase in investor interest, post the 2020 market crash? What non-USA or EU markets are CTAs currently interested in?53:31 – Benchmark performance updateCopyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. <a href="https://www.toptradersunplugged.com/resources/ebooks/" rel="noopener noreferrer nofollow" target="_blank">Click Here</a>2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! <a href="https://www.toptradersunplugged.com/resources/market-trends/" rel="noopener noreferrer nofollow" target="_blank">Click Here</a>3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. <a href="https://www.toptradersunplugged.com/resources/" rel="noopener noreferrer nofollow" target="_blank">Click Here</a><a href="https://www.toptradersunplugged.com/legal/privacy-policy/" rel="noopener noreferrer nofollow" target="_blank">Privacy Policy</a><a href="https://www.toptradersunplugged.com/disclaimer/" rel="noopener noreferrer nofollow" target="_blank">Disclaimer</a>

SI89: Trend Following EFTs and Asness vs Taleb ft. Rufus Rankin