# SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer

Page: https://stenobird.com/podcast/top-traders-unplugged-761537/si404-when-trend-following-meets-equities-ft-eric-crittenden-andrew-beer
Text version: https://stenobird.com/podcast/top-traders-unplugged-761537/si404-when-trend-following-meets-equities-ft-eric-crittenden-andrew-beer.md
Podcast: [Top Traders Unplugged](https://stenobird.com/podcast/top-traders-unplugged-761537)
Published: 2026-06-13T04:00:00+00:00
Episode link: http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si404-when-trend-following-meets-equities-ft-eric-critteden-andrew-beer
Audio file: https://episodes.captivate.fm/episode/40b5359d-09f7-46b8-b242-9347038d8131.mp3
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JSON: https://stenobird.com/v1/public/podcasts/top-traders-unplugged-761537/episodes/si404-when-trend-following-meets-equities-ft-eric-crittenden-andrew-beer
Duration seconds: 4072

## Resource

Trend following has long promised and delivered diversification, crisis protection and uncorrelated returns. Yet many investors still struggle to hold it through difficult periods. In this conversation, Andrew Beer and Eric Crittenden explore why that gap exists and how combining trend following with equities may create a more durable portfolio. Together with Niels Kaastrup-Larsen discuss the rise of managed futures ETFs, the debate between simplicity and complexity in systematic investing, and why algorithmic discipline allows investors to act when intuition fails. The episode also examines portfolio construction, product design and the evolving role of alternatives in a changing investment landscape. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to  info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on  iTunes  or Spotify so more people can discover the podcast. Follow Andrew on Twitter . Follow Eric on LinkedIn. Episode TimeStamps: 00:00 - Introduction to the Systematic Investor series and the week's guests 02:19 - Eric reflects on recent market trends and challenging periods for trend followers 03:15 - Andrew shares optimism about AI, innovation and technological progress 06:25 - Elon Musk, SpaceX and the future of technological…

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## Transcript

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