Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints | #225

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 1 June 2020

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 225 we welcome our guest, Eric Crittenden. In today’s episode, we’re talking managed futures and trend following. We get into investor behavior, and the challenges of getting people to allocate to managed futures, despite the data that shows they should. Eric has come up with a creative way to re-frame the conversation around managed futures to help investors break through, and deepen their understanding. We even walk through Standpoint’s managed futures process. We cover portfolio construction and what the allocation looks like right now. All this and more in episode 225 with Eric Crittenden. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb favor show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	Welcome podcast listeners.
0:41.0	We got another great show for you today. Our guest is chief
0:44.3	investment officer of standpoint funds. He has over 20 years of experience designing
0:50.0	and managing investment strategies with an expertise and systematic trading in both mutual funds and hedge funds.
0:56.0	In today's episode we're talking managed futures and trend following.
1:00.0	We get into investor behavior and the challenges of getting people to allocate to manage futures
1:05.2	despite the mounds of evidence that shows they should.
1:08.6	Our guest has come up with a creative way to reframe the conversation around manage futures
1:12.3	to help investors break through and deepen their understanding.
1:15.6	We then walk through the standpoint's process and portfolio construction and
1:19.7	how their position right now.
1:21.0	American Farmland is disappearing at an alarming rate.
1:25.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
	...

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