Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group, where host Niels Kaastrup-Larsen continues his conversation with Andrew Lo, the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management, and Sol Waksman, the Founder and President of BarclayHedge, Ltd. Listen in to learn the effects of politics in the financial markets and how trend following fits in, the state of cryptocurrency in the current market, and the advice our guests have for investors and their future.

Subscribe on:

Subscribe in iTunes Subscribe on Stitcher Subscribe on Soundcloud

In This Episode, You’ll Learn:

  • Why relatively so few investors have added managed futures and trend following to their portfolio, despite all the evidence
  • The lessons different groups of people can still learn from the economic crisis of 2008
  • How political uncertainty affects where investors put their money

“[Many of these finance] technologies are now creating new sub-industries. Who would have thought that cryptocurrencies would be a separate asset class, but it seems like it’s emerging as such.” – Andrew Lo (Tweet)

  • What Sol sees as the constant lesson we should be learning from these periodic economic events
  • Why investors have a hard time grasping the advantages of the liquidity that trend following brings to investments
  • The present and future impact of artificial intelligence on the finance industry

“What have we learned from this last stock market crash? I think we keep learning the same lesson, and that lesson is that when liquidity dries up, all correlations go to 1.” – Sol Waksman (Tweet)

  • Why Andrew believes the centralization to one cryptocurrency is inevitable
  • The advice Andrew and Sol have for investors to prepare for the future

 

Connect with our guests:

Learn more about Andrew Lo and MIT Sloan School of Management

Learn more about Sol Waksman and BarclayHedge, Ltd.

 

*This was originally published in Top Traders Unplugged.