Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 10 May 2024

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. (1:01) - Welcome back to our guests, Eric and Jason; Episode #389: Eric Crittenden; Episode #440: Jason Buck (2:02) - Investor interest in trend following (6:00) - Herschel Walker Syndrome (15:55) - Building a portfolio away from the traditional 60/40 (18:08) - Rob Lintner Revisited (29:02) - Interest overseas (41:30) - Paul Mulvaney’s back-to-back 40% months (51:19) - Show recommendations (56:22) - What Jason & Eric are hearing from investors today (1:03:22) - Love for ETFs (1:10:12) - Pairing trend following with factor investing Learn more about Eric and Jason: Standpoint; Mutiny Fund ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- 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). Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and
0:08.0	preserve your wealth. Join us as we discuss the craft of investing and
0:11.3	uncover new and profitable ideas all to help you grow
0:13.9	wealthier and wiser. Better investing starts here.
0:17.0	Meck Baber is the co-founder and chief investment officer at Cambria Investment
0:20.7	Management. Due to industry regulations he will not discuss any of Cambry's funds on this podcast.
0:25.1	All opinions expressed by podcast participants are solely their own opinions and do not
0:28.3	reflect the opinion of Cambria Investment Management or its affiliates.
0:31.2	For more information, visit cambria Investments.com.
0:33.4	This episode is brought to you by 10 East.
0:41.0	Long time listeners know I've invested in private markets quite a bit myself,
0:44.9	but with access to these markets broadening it can be hard to know where to find vetted high quality
0:49.7	offerings. That's where 10 East comes in.
0:52.5	Ten East is a platform where qualified investors can co-invest on a deal by deal basis
0:58.0	across private equity, private credit, real estate, venture, and other one-off opportunities typically unavailable through
1:04.0	traditional channels. They're founded and led by Michael Lefel who spent his early
1:08.6	career building Davidson Kimbner and who invest material personal capital in every offering they bring to the platform,
1:14.7	aligning interests with Ten East members who co-invest at their discretion.
1:19.2	Joint numerous founders, executives and portfolio managers from leading investment firms who use 10 East to diversify their personal portfolios.
1:25.7	Inquire for membership at 10 East.co. That's the number 10 East.co. The number 10 East. were joined by Eric Crittenden, the CIO of standpoint asset management.
1:43.7	We also got Jason Buck, also the CIO of mutiny funds.
1:47.6	We're going to spend a lot of time talking about asset allocation,
	...

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