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ETFatlas: Mastering the Craft of Investing

ETFatlas: Mastering the Craft of Investing

By: Jack Lempart
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 Welcome to ETFatlas, where investing meets intelligence. Through expert interviews and actionable insights, we're charting the course for your investment success. Join us as we master the craft of investing together.

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Episodes
  • The Science of Outperformance: Dual Momentum Explained

    The Science of Outperformance: Dual Momentum Explained
    Jul 3 2025
    Agenda
    ✅ Gary Antonacci’s investment journey and the origins of momentum investing
    ✅ Understanding absolute vs. relative momentum and why they matter
    ✅ The dual momentum strategy: mechanics, benefits, and real-world results
    ✅ Common pitfalls and behavioral challenges in rule-based investing
    ✅ Practical advice for investors looking to implement momentum strategies

    In today’s episode, we’re thrilled to sit down with Gary Antonacci, a true pioneer in the field of momentum investing and the mind behind the acclaimed Dual Momentum strategy. With over four decades of experience and an MBA from Harvard, Gary has seen it all—from the depths of bear markets to the excitement of bull runs.

    We kick things off by exploring Gary’s own investment journey, including how he weathered turbulent markets and why he became fascinated with momentum as a market phenomenon. Gary breaks down the difference between absolute and relative momentum, explaining how each plays a crucial role in building robust, adaptive portfolios. You’ll learn how the Dual Momentum approach combines these two forces, allowing investors to capitalize on strong trends while managing risk and avoiding the biggest market drawdowns.

    But it’s not just theory—Gary shares practical insights into how these strategies have performed historically, including their resilience during volatile periods and their ability to outperform traditional buy-and-hold methods. We also discuss the psychological hurdles investors face, why so many struggle to stick with rule-based strategies, and how to avoid the most common behavioral traps.

    Whether you’re new to momentum investing or looking to refine your approach, Gary’s advice is both actionable and inspiring. He highlights the importance of diversification, sticking with your chosen models, and always keeping an open mind to new research and techniques. By the end of this episode, you’ll have a clear understanding of what makes Dual Momentum so powerful—and how you can start applying these principles to your own investment journey. Get ready to rethink what’s possible in your portfolio!

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    49 mins
  • Demystifying Managed Futures: The Power of Trend Following ETFs

    Demystifying Managed Futures: The Power of Trend Following ETFs
    Mar 28 2025
    Agenda
    ✅ Introduction to Managed Futures and Trend Following
    ✅ The Creation and Philosophy Behind Managed Futures ETF
    ✅ Replication Strategy and Its Advantages
    ✅ Managed Futures in Portfolio Construction
    ✅ Future Outlook: Geopolitical Uncertainty and Market Volatility

    In this enlightening episode of the ETFAtlas.com podcast, host Jack Lempart sits down with Andrew Beer to explore the world of managed futures and their growing importance in modern portfolio construction.

    Andrew Beer, with his extensive background in hedge fund management, shares his journey from traditional hedge funds to creating accessible, ETF-based strategies for a broader audience. He explains the concept of managed futures, emphasizing their role as a standalone allocation that can provide crucial diversification benefits, especially during periods when traditional assets like stocks and bonds underperform.

    The conversation delves into the creation of managed futures ETFs, highlighting their unique approach to replicating hedge fund strategies through a systematic, non-discretionary method. Beer elaborates on the advantages of this replication strategy, including lower costs and improved accessibility for retail investors. He draws parallels between the ETF revolution sparked by John Bogle and the potential for managed futures ETFs to democratize sophisticated hedge fund strategies.

    A significant portion of the discussion focuses on the challenges faced by traditional 60/40 portfolios and how managed futures can address these issues. Beer argues that the investment landscape is changing dramatically, with many long-held assumptions being challenged. He posits that managed futures strategies, particularly trend following, are well-positioned to capitalize on these shifts and provide valuable diversification.

    The podcast also touches on the expansion of managed futures ETFs into European markets, highlighting the complexities of global distribution and the efforts to make the strategy more accessible to international investors. Beer shares insights into the structural differences between U.S. and European markets and how these impact ETF adoption.

    Towards the end, the conversation turns to the current geopolitical climate and its potential impact on managed futures strategies. Beer offers a nuanced perspective, explaining how both information changes and sentiment shifts can affect market trends and strategy performance.

    Throughout the episode, Beer emphasizes the importance of fee reduction as a form of alpha and the need for investment strategies to adapt to changing market conditions. He presents managed futures as a valuable tool for navigating uncertain times, potentially offering protection and opportunities when traditional assets struggle.

    This episode provides listeners with a comprehensive understanding of managed futures, their implementation through ETFs, and their potential role in modern portfolio management. It's an essential listen for investors, advisors, and anyone interested in exploring innovative approaches to diversification and risk management in today's complex financial landscape.


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    53 mins
  • Beyond Passive: Harnessing Value, Momentum, and Tail Risk

    Beyond Passive: Harnessing Value, Momentum, and Tail Risk
    Feb 27 2025
    Wes Gray discusses how military discipline shaped his systematic investing approach, emphasizing process-driven strategies to combat emotional decision-making. Alpha Architect prioritizes investor education and transparent, evergreen factor-based ETFs like QVAL (value) and QMOM (momentum), which target well-researched market anomalies. The firm’s niche ETFs, such as CAOS (tail risk hedging) and HIDE (managed futures), aim to diversify portfolios against fast/slow market crashes. Gray advocates simplicity in factor design to avoid overfitting, while acknowledging challenges in predicting cyclical shifts between strategies. He critiques passive investing’s inherent biases toward mega-cap growth stocks, favoring factor diversification instead. His personal portfolio combines global equities, managed futures, and tail-risk insurance to offset business-related beta exposure. Gray views market efficiency as a blend of mispricing and risk compensation, stressing cost/tax efficiency in execution. Alpha Architect’s BOXX ETF innovates cash management by leveraging derivatives for incremental yield. Finally, he urges investors to adopt disciplined processes, leveraging tools like ETF databases for due diligence.

    Key topics covered in this episode:
    ✅ Introduction to Wes Gray and Alpha Architect, including his military background and its influence on investing approach
    ✅ Alpha Architect's investment philosophy, focusing on systematic, process-driven strategies and emphasis on investor education and transparency
    ✅ Core ETF offerings: QVAL and QMOM, discussing value and momentum factor strategies, design principles, and methodology
    ✅ Niche ETF products: CAOS and HIDE, covering tail risk hedging and managed futures strategies for portfolio diversification in different market conditions
    ✅ Factor investing approach, emphasizing simplicity in factor design and addressing challenges of timing factor rotations
    ✅ Critique of passive investing, highlighting concentration risks in cap-weighted indices and arguments for factor diversification
    ✅ Wes Gray's personal portfolio construction, balancing global equities, managed futures, and tail-risk insurance, considering business-related beta exposure
    ✅ Market efficiency debate, discussing the blend of mispricing and risk compensation, and the importance of cost and tax efficiency in execution
    ✅ Innovation in cash management: BOXX ETF, leveraging derivatives for yield enhancement and addressing challenges in the short-term fixed income space
    ✅ Advice for investors on the importance of disciplined processes and utilizing tools like ETF databases for due diligence

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    32 mins

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