Founder & CIO, Standpoint Funds
3 dated public stances tracked since 2026-05-26, most recently 2026-05-26. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Eric Crittenden's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Eric Crittenden is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-05-26 | Managed Futures | bullish | +0.8% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| GLOBAL EQUITIES | 1 | | 1 bullish | 2026-05-26 |
| Managed Futures | 1 | | 1 bullish | 2026-05-26 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-05-26
long LONG-ONLY GLOBAL EQUITIES / long Managed Futures
pair
Excess Returns · video
Approximately equal risk contribution from long-only global equities and diversified trend following creates the highest compounded return after fees, taxes, and inflation because the two are conditionally negatively correlated — trend struggles when equities…
“you take a mean nasty thing like the S&P 500 and you push it into a trend program and your drawdowns get smaller and your returns get higher”
He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off
2026-05-26
GLOBAL EQUITIES
bullish
Excess Returns · video
Stocks deliver the highest real returns after fees, taxes, and inflation of any asset class, and owning them is necessary to keep pace with long-term currency debasement
“you have to own them for the next hundred years or 50 years if you want to keep up with the debasement of your currency”
He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off
2026-05-26
Managed Futures
bullish
Excess Returns · video
Trend following earns a durable risk transfer premium by providing liquidity to commercial hedgers (e.g. copper producers) who must sell futures to lock in profit margins and who have no price-directional motive, creating a systematic skew trend followers can…
“trend following is actually a legitimate way to extract a very valuable and very large risk premium from the futures markets”
90d +0.8%
He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off
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