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Special guest, Harold de Boer of Transtrend, joins us on the show today to discuss why the recent returns disparity among CTAs might be good for the industry, the benefits of investing in more than one Trend Following fund, if the term \\u2018machine learning\\u2019 should be considered as a marketing ploy, what makes a strategy robust, why unsupervised \\u2018black box\\u2019 strategies may be riskier than more traditional strategies, how much the markets have changed over time, some thoughts on volatility targeting, and how CTAs can differentiate themselves in the eyes of investors.

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Episode TimeStamps:

00:00 \\u2013 Intro

01:18 \\u2013 Macro recap from Niels

03:14 \\u2013 Weekly review of performance

06:56 \\u2013 Niels: What do you make of the huge returns dispersion of CTAs during the recent market crash?

14:14 \\u2013 Niels: What causes managers to have similar results?

16:42 \\u2013 Moritz: Is the adoption of Machine Learning & AI more than just a marketing ploy?

25:58 \\u2013 Niels: How CTAs differentiate themselves from each other, in the eyes of investors?

28:57 \\u2013 Niels: Why are investors usually least invested in Trend Following strategies around the time when they need it most?

30:00 \\u2013 Moritz: What is the Transtrend story?

33:14 \\u2013 Moritz: How do you use synthetic markets?

35:08 \\u2013 Niels; Why have you decided to lower the amount of markets you trade?

38:36 \\u2013 Niels; How do you avoid taking on too much counter party risk?

45:49 \\u2013 Moritz: How do you approach market correlations?

49:53 \\u2013 Moritz: As a liquidity provider, what happens when'