Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet | #210

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8 • 978 Ratings

🗓️ 8 April 2020

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates. We discuss what’s currently going on in the world around us and how rapidly things are changing. We cover the idea of “nowcasting,” and how it’s different from the type of forecasting and opinion that prevalent, often unhelpful, and sometimes downright detrimental to investment decision making. We talk about Research Affiliate’s stance on valuations, emerging markets looking attractive, and having discipline when it comes to analyzing data to form a sensible guide to forward looking expectations. We get into factor investing, value investing’s underperformance, and the behavioral struggle investors have with it. As we wind down, we chat ESG investing, and hear a candid take on the industry’s approach in helping investors prepare for retirement. All this and more, including some of Jonathan’s thoughts on ESG investing. 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.
0:17.2	Better investing starts here.
0:18.8	Matt 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 Cambria'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 of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	Welcome, podcast listeners.
0:41.0	We got an excellent quarantine show for you today. Our guest
0:45.2	leads a product management group at research affiliates he contributes at the
0:48.5	intersection of investment research and business strategy and as a permanent
0:51.8	member of the Investment Committee and Product Management Committee.
0:54.6	In addition, he oversees the content and quality of research affiliates publications which bring
0:58.8	the firm's insights to the broad investment community.
1:01.6	Finally, he works with investors and partners firms
1:04.2	around the world to ensure that research-appilius products and insights are
1:07.8	accessible globally. In today's episode we discuss what's currently going on in the
1:12.2	world around us and how rapidly things are changing.
1:15.0	We cover the idea of now casting versus forecasting.
1:18.0	We talk about research affiliate stance on evaluations, emerging markets looking attractive, and having discipline when it comes to analyzing data to form a sensible guide to forward looking expectations.
	...

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