John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 27 September 2023

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is John Davi, CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opportunities in Europe and Japan, and why he focuses on after-tax after-inflation returns. ----- 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: Vinovest is a wine and whiskey investing platform democratizing access to these 'liquid' assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey. Sponsor: 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. 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 Med Faber Show, where the focus is on helping you grow and preserve your wealth.
0:09.0	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. the at Cambria Investment Management. Did in industry regulations, he will not discuss any of Cambria's funds on this
0:24.2	podcast.
0:25.2	All opinions expressed by podcast participants are solely their own opinions and do not
0:28.4	reflect the opinion of Cambria Investment Management or its affiliates.
0:31.3	For more information, visit Cambria Investments.com.
0:33.4	What's up everybody? We got a fun episode today. Our guest is John Davi,
0:41.5	CEO and CIO of Astoria Portfolio Advisors, which provides
0:44.8	EDF managed portfolios and sub-advisory services.
0:48.2	Today's episode, John walks through his macro plus quan approach to the markets.
0:52.1	We touch on his entrance into the E.T.
0:53.7	space with two tickers I love, P. P. P. P. O. E. We also talk about global
0:58.2	diversification, opportunities in Europe and Japan, and why he focuses on after
1:02.3	inflation returns.
1:07.0	American Farmland is disappearing at an alarming rate.
1:10.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
1:15.8	That's a landmass larger than the state of Florida, lost a real estate development and
1:20.1	soil burnout. All the while the demand for food, especially healthy
1:24.1	organic food, continues to rise as much as 13% annually in recent years.
1:29.6	Farmland LP is one of the largest investment funds in the US focused on the organic market,
1:35.3	is ideally suited to take advantage of the dwindling supply of farmland and the rapidly increasing demand for food.
1:42.1	Its strategy focuses on converting
	...

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