With bonds at the zero bound and commodities possibly setup to provide an inflation hedge, is now the time for Alternative Investments? Investors have been asking that question despite stocks going up, up, and away for the better part of the last 5 years. Well today’s guest is on the “yes” side of the fence, believing that this environment is quite a bit different than what we’ve been dealing with of late. With over 30 years of experience, Rob Astor, CEO at Astor Investment Management joins us to talk about why his optimistic about the future of alternative investments, and how his firm’s Astor Macro Alternative Fund (GBLMX) seeks to solve the diversification/asset allocation/alternatives puzzle.
On top of that, our conversation with Rob also includes: correlation’s role in strategy construction, forming Astor Financial, Inc., Rob’s history of infamous co-workers, product-focused firms, Astor Economic Index, celebrity portfolio managers, Michigan football, inflation in stock prices, Rob’s books: Greenspan’s Briefcase and Finding the Bull Inside the Bear, analysis behind going short or staying long, Pat’s Pizza vs Barnaby’s, Astor’s podcast & blog, and what makes now the time for alternatives.
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Find the full episode links below:
Buy Rob’s books here: Greenspan’s Briefcase and Finding the Bull Inside the Bear.
Check out Astor Investment Management’s podcast, website, and the Astor Economic Index.
Here’s the 5 Star rated Astor Macro Alternative Fund (GBLMX) on Morningstar
And last but not least, don’t forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest.
(m)Astoring Asset Allocation Alternatives with Rob Stein of Astor Investment Management first appeared on RCM Alternatives.