The Meb Faber Show: “Mikhail Samonov – Lessons from Two Centuries of Financial History”
The Meb Faber Show: “Mikhail Samonov – Lessons from Two Centuries of Financial History”
Today’s guest is Mikhail Samonov is the CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies.
In today’s episode, Mikhail walks through what led him to focus so much on ‘long history’ in his research. He shares lessons learned from studying two centuries of financial returns, including momentum and asset allocation. He also spends time explaining how he’s using AI to study intangible value and company cultures.
Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. To start your free trial and be sure to mention “MEB” for 20% off your subscription here: https://go.ycharts.com/meb2023 (New clients only)
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