Jeroen Blokland, True Insights - Multi Asset Masterclass | #473

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 March 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Jeroen Blokland, founder of True Insights, an independent research provider, and previously spent over a decade at Robeco. Today’s episode kicks off with an overview of the recent stress we’ve seen in financial markets and the implications for your portfolio. He shares why he’s cautious but not bearish, and why he agrees with recent guest Mike Wilson that the earnings recession isn’t priced in yet. We also touch on the role of gold in portfolios, the set up for high yield bonds, and why he thinks the housing market may see a steep decline in the next year. Earlier this year we sent out a preview of his work at True Insights on The Idea Farm, which you can review 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 Farmland LP. Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Since 2009, they have built a 15,000-acre portfolio representing over $200M in AUM. Learn more today by visiting FarmlandLP.com or email [email protected]. 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. Subscribe for free here. ----- 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 Medfavor 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	Meck Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.2	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.7	What's up everybody?
0:40.7	We have a multi-asset masterclass for you today our guest is
0:44.2	Hirun Blockland founder of True Insights an independent research provider and he
0:49.2	previously spent over a decade at Rebecca today's episode kicks off with an overview of the recent stress we've seen in financial markets
0:56.4	and the implications for your portfolio.
0:58.9	He shares why he's cautious but not bearish and why he agrees with recent guest Mike Wilson that the earnings recession isn't priced in yet.
1:05.8	We also touch on the role of golden portfolios, the set up for high-yield bonds, and why he thinks the
1:10.8	housing market may see a steep decline in the next year.
1:14.7	Earlier this year we sent out a preview of his work, true insights on the Idea Farm,
1:19.3	so for some reason you haven't subscribed yet.
1:21.9	Be sure to check the link in the show notes
1:23.6	for some of his recent research notes. American Farmland is disappearing at
1:29.4	an alarming rate. According to the USDA, the US has lost four acres of farmland per minute since 2000.
	...

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