Ep. 26: Mebane Faber Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
Michael Covel
4.6 • 732 Ratings
🗓️ 19 June 2012
⏱️ 57 minutes
🧾️ Download transcript
Summary
My guest today is Mebane Faber, a noted author (The Ivy Portfolio), blogger, and portfolio manager with Cambria Investment Management. If you're into quantitative style investing, trend following, and systematic strategies, Mebane is right there with you. Faber grew up in a family full of engineers, and he started off studying biomedical engineering in college. Despite his scientific background, he's always had a strong interest in finance.
The topic is his white paper A Quantitative Approach to Tactical Asset Allocation.
In this episode of Trend Following Radio we discuss:
- How coming into finance with his unique background helped to give him the ability to look at the data without getting distracted by investment dogma
- He spent the majority of his youth in a raging bull market during the internet bubble; however, when he realized his mother's style of buy and hold investing didn't cut it anymore, he was forced to find new methods
Jump in!
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I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.
To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/
You can watch a free video here: https://www.trendfollowing.com/video/
Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast
My social media platforms:
Twitter: @covel
Facebook: @trendfollowing
LinkedIn: @covel
Instagram: @mikecovel
Hope you enjoy my never-ending podcast conversation!
Transcript
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| 0:00.0 | This is Trend Following Radio, where great thinking comes alive. |
| 0:10.9 | Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings. |
| 0:21.2 | I am your host, Michael Coval. |
| 0:24.0 | Not filtered, raw, honest. |
| 0:27.4 | That's my passion. |
| 0:32.8 | Today on the show, I have Meben Faber. |
| 0:35.8 | Meben is a portfolio manager. |
| 0:38.7 | He is with Cambria Investment Management. |
| 0:41.5 | He also writes, noted author, a book that I definitely recommend that you pick up called |
| 0:46.4 | the Ivy Portfolio. |
| 0:48.5 | If that doesn't ring a bell in terms of the importance of that title, we're going to be |
| 0:53.7 | talking about that. |
| 0:55.2 | And Meben has quite frankly, has become a very influential blogger as well. |
| 0:59.9 | I think his stuff, if you are into quantitative style investing, trend following, systematic |
| 1:07.0 | strategies, and just that overall kind of, hey, let's be real and that skeptical feel. |
| 1:13.4 | Meben is right there. |
| 1:14.9 | And he happens to live in a very cool place, Manhattan Beach, California, and says he has become a |
| 1:21.8 | pretty good surfer. |
| 1:22.6 | Did I get that right, Evan? |
| 1:24.2 | Well, everything except the good surfer part. |
| 1:26.6 | I grew up in the mountains, so I haven't quite picked up the surfing that great yet, but I'm learning. |
| 1:33.7 | So, well, where do you stand on the surfing right now? How long have you been to Manhattan Beach? |
... |
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