Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing | #389

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 9 February 2022

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Our guest today is Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, an investment firm focused on bringing all-weather portfolio solutions to US investors. In today’s episode, we’re talking with one of the true systematic investors out there. We start by discussing the potential impact of inflation on investors’ portfolios. Then Eric shares what led him to start a new firm focused on giving people what they need in a format they want – a mix of trend following and global equity beta. We touch on diversification and why Eric’s a true believer in trend following. To listen to Eric’s first appearance on the podcast, click here To listen to Eric’s second appearance on the podcast, click here ----- 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 ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. 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 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. Better
0:17.4	investing starts here.
0:19.4	Meeth Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What's up everybody?
0:40.4	Today we're bringing back a fan favorite for the third time.
0:44.1	Our guest is the chief investment officer at standpoint
0:46.6	asset management and investment firm focused on bringing
0:49.3	all-weather portfolio solutions to US investors.
0:52.1	And today's show we're talking with one of the true systematic investors out there.
0:56.0	We start by discussing the potential impact of inflation on investors portfolios.
1:00.0	Then he shares what led him to start a new firm focused on giving people what they need in a format they want which is a mix of trend following and global equity beta.
1:08.5	We touch on diversification and why he's a true believer in trend following.
1:12.6	This episode is brought to you by 10 East.
1:15.8	Long time listeners know I've invested in private markets quite a bit myself,
1:20.0	but with access to these markets broadening,
1:22.0	it can be hard to know where to find vetted high quality offerings.
	...

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