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Animal Spirits Podcast

Talk Your Book: Global Factor Investing

Animal Spirits Podcast

The Compound

Business News, Business, Investing, News

4.72.1K Ratings

🗓️ 1 July 2019

⏱️ 40 minutes

🧾️ Download transcript

Summary

On this week's Talk Your Book, Michael & Ben sat down with Vincent De Martel of Invesco to discuss how institutional investors are using factor investment strategies and what this means for the space going forward. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today's Animal Spirits is brought to you by Investco.

0:02.2

Welcome to Animal Spirits, a show about markets, life, and investing.

0:07.6

Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.

0:14.0

Michael Batnik and Ben Carlson work for Rit Holt's wealth management.

0:17.6

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions

0:22.0

and do not reflect the opinion of Ritt Holt's

0:24.0

wealth management.

0:25.1

This podcast is for informational purposes only and should not be relied upon for investment decisions.

0:30.2

Clients of Ritt Holt's wealth management may maintain positions in the securities discussed in this

0:33.8

podcast.

0:35.9

So Ben and I sat down with Vincent D. Martel, who is the senior strategist of Investment Solutions

0:40.0

for Investco, to talk about, now listen, we get this out of the way early we are on the record for an anti-survey

0:45.4

podcast however this is not just any survey this is real they didn't just say

0:50.6

do you like factors do you like this where do you like this, where are you investing?

0:53.4

What they did was they sat with over, how many investors, Ben?

0:56.0

300 face-to-face interviews across Europe, North America, and Asia.

0:59.5

How long do these interviews last?

1:00.9

He said they last quite a long time, right? At least an hour a piece?

1:03.4

Yes, so they have, and they've been doing this for, I think this is their, I don't know how many years,

1:08.0

but they've been doing this for a few years. Three years. So the data here, the data is good,

1:12.2

let's just get that out of the way.

1:13.6

The data is good.

...

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