The Meb Faber Show: “Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing”

“Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing”
Our guest today is Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, an investment firm focused on bringing all-weather portfolio solutions to US investors.
In today’s episode, we’re talking with one of the true systematic investors out there. We start by discussing the potential impact of inflation on investors’ portfolios. Then Eric shares what led him to start a new firm focused on giving people what they need in a format they want – a mix of trend following and global equity beta. We touch on diversification and why Eric’s a true believer in trend following.
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