Kathryn Kaminski - Don’t Fire Your Diversifier | #604
The Meb Faber Show - Better Investing
The Idea Farm
4.8 • 978 Ratings
🗓️ 31 October 2025
⏱️ 38 minutes
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| 0:00.0 | Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth. |
| 0:10.9 | Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. |
| 0:16.9 | Better investing starts here. |
| 0:19.5 | Metfabor is the co-founder and chief investment officer at Cambria Investment Management. |
| 0:22.6 | Did it industry regulations, he will not discuss any of Cambria's funds on this podcast. |
| 0:25.8 | All opinions expressed by podcast participants are solely their own opinions and do not reflect |
| 0:28.9 | the opinion of Cambria Investment Management or its affiliates. |
| 0:31.2 | For more information, visit camriainvestments.com. |
| 0:34.7 | Welcome back, everybody. |
| 0:36.5 | Today's guest is Catherine Kaminsky, chief research strategist at Alpha Simplex, where she's also |
| 0:42.1 | co-portfolio manager for the firm's managed future strategy, global alternative strategy. |
| 0:47.6 | She also co-authored the book, Trend Following with Managed Futures, The Search for Crisis Alpha. |
| 0:53.2 | It's not her first time on the show. |
| 0:54.6 | She was first on back in May 2021, episode 310. |
| 0:58.8 | You can check the notes and the show notes for the link. |
| 1:01.7 | Katie, welcome back to the show. |
| 1:03.1 | Thanks for having me. |
| 1:04.4 | Fun to be here. |
| 1:05.7 | I almost feel like other than gold going to 10 zillion, This is almost a little bit of like a glass half |
| 1:14.7 | empty. I heard the other day, someone always talks about glass half empty, half full, |
| 1:19.3 | and they said, you know, my glass is refillable. I said, that's a good way to think about it. |
| 1:23.6 | But talking about managed futures this past year, maybe a little bit better last few months, |
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