SI348: The Quiet Cost of Overfitting ft. Andrew Beer

Andrew Beer returns to confront a moment of reckoning for trend following. As managed futures suffer one of their worst periods in decades, he and Niels explore a deeper question: has the strategy evolved in ways that undermine its edge? From the seduction of short-term models to the unintended consequences of complexity, this conversation traces how well-meaning enhancements may be compounding the very problems they aim to solve. Layer in political volatility, crowded positioning, and allocator fatigue, and the path forward looks less like innovation and more like rediscovery. This episode isn’t a defense of recent results... it’s a clear-eyed look at what happens when a strategy built on discipline gets pulled off course, and what it takes to steer it back. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book Send your questions to [email protected] Follow Niels & Andrew on Twitter: @TopTradersLive & @andrewdbeer1 And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.