#allweatherinvesting #alternativeinvestments
00:00 - Intro
01:52 - What is an all weather strategy?
03:48 - The blind asset class taste test
06:30 - Why do investors resist all weather strategies?
10:00 - Building an investing strategy for what is plausible
18:00 - Combining stocks and bonds with managed futures
19:13 - Managed futures and Dennis Rodman
22:39 - The benefits of international diversification
25:17 - The benefits of investing in currencies
26:55 - Portfolio construction in managed futures
29:21 - Lookback periods in trend following
32:26 - Eric's thoughts on leverage
35:14 - All weather portfolios and sustainable withdrawal rates in retirement
36:42 - Tail risk strategies and all weather investing
39:05 - The characteristics of a good back test
46:40 - What investors should look for in all weather strategies
51:53 - The one lesson Eric would teach the average investor
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