In the chaotic world we’ve endured since 2020, it turns out all you needed was an outlier loving strategy to get you through the storm. We’re talking managed futures and trend following in particular, which tend to thrive in periods of turmoil. But how can you effectively prepare for a wide range of market environments while still producing returns that allow for the investor to stick with the investment. Eric Crittenden, Founder and Chief Investment Officer of Standpoint, sits down with Jeff to discuss the ever-changing trends and providing the right formula for surviving the chaos.
In this episode, Eric and Jeff take a closer look into what has changed since they last chatted on the pod in 2020; needing a healthy investor/advisor/asset manager triangle, the sweet sound of directional volatility, Trend as an inflation hedge, being short bonds(good or bad), the thankless job of a trend follower, if trend following’s long grain positions were war profiteering, and so much more! Plus, get Eric’s hot take on the LME; did they do the right thing? Find out here — SEND IT!
Chapters:
00:00-01:43 = Intro
01:44-07:47 = What’s changed since 2020
07:48-28:19 = Wants vs Needs, a Healthy Triangle & Directional volatility
28:20-38:30= Trend as inflation protection, not a hedge & an All-weather video walkthrough
38:31-57:31 = Being short bonds: good or bad, the Nat Gas widow maker & the Max capacity program
57:32-01:17:40 = Foreign equities, the Nickel Mess & Trend followers are not evil
01:17:41-01:23:27 = Hot take: LME did the right thing
From the Episode:
Check out: A Story: Standpoint vs. Equities – June 2022
Eric’s previous episode on the Derivative: BLNDX(ING) Trend Following and Global Equity with Standpoint’s Eric Crittenden
See Eric featured in our latest Trend Following Guide
Follow along with Standpoint on Twitter @StandpointFunds and for more information on Eric and his team at Standpoint visit their website at standpointfunds.com
Don’t forget to subscribe to The Derivative ( and follow us on Twitter at @rcmAlts ( and our host Jeff at @AttainCap2 ( or LinkedIn ( and Facebook ( and sign-up for our blog digest (
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…(read more)
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Recessions don’t last forever. Even the Great Depression ended eventually. Truly high quality businesses will outlast recessions. Some will even grow during recessions.
What ratio of passive US to Intl Equity Indices is Eric including in his funds? Listened and it’s 60/40 … sorry for jumping the gun.
Alles sehr schön. Aber zuerst zusammen die Nummern 10 und 1. Eine sleepfriendd.Online Brünette und eine anderea Blondine. Es wäre unfair, wenn ich 4 wählen würde