The Meb Faber Show: “John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification”
The Meb Faber Show: “John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification”
Today’s guest is John Davi, CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services.
In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opportunities in Europe and Japan, and why he focuses on after-tax after-inflation returns.
Today’s episode is sponsored by Vinovest. Vinovest is a wine and whiskey investing platform democratizing access to these ‘liquid’ assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey. Join today at join.vinovest.co/meb
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