The Meb Faber Show: “Why Best Investors Follow the Trends (Eric Crittenden & Jason Buck Explain)”
The Meb Faber Show: “Why Best Investors Follow the Trends (Eric Crittenden & Jason Buck Explain)”
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Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds.
In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they think they are.
(1:25) – Welcome back to our guests, Eric and Jason
(2:26) – Investor interest in trend following
(6:24) – Herschel Walker Syndrome
(16:19) – Building a portfolio away from the traditional 60/40
(18:32) – Rob Lintner Revisited
(29:26) – Interest overseas
(41:54) – Paul Mulvaney’s back-to-back 40% months
(51:43) – Show recommendations
(56:46) – What Jason & Eric are hearing from investors today
(1:03:46) – Love for ETFs
(1:10:36) – Pairing trend following with factor investing
Sponsor: Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention “Meb” for 20% off your subscription (new clients only). View their Economic Update Visual Deck: https://go.ycharts.com/quarterly-econ…
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20240510
