4.8 • 2K Ratings
🗓️ 15 July 2024
⏱️ 36 minutes
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0:00.0 | Today's Animal Spirits Talk Your Book is brought to you by Standpoint Funds. |
0:03.8 | Go to Standpoint Funds.com to learn more about their standpoint multi-asset fund, |
0:07.6 | which we're going to talk about today, that's Standpoint Funds.com. |
0:09.8 | Welcome to Animal Spirits, a show about markets, life and investing. |
0:16.6 | Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and |
0:20.8 | watching. |
0:21.8 | All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of |
0:26.6 | Riddholz Wealth Management. |
0:28.3 | This podcast is for informational purposes only and should not be relied upon for any investment decisions. |
0:33.3 | Clients of Riddholz wealth management may maintain positions in the securities |
0:37.2 | discussed in this podcast. |
0:40.3 | Welcome to Animal Spirits with Michael and Ben. |
0:45.0 | On today's show we spoke with Eric Quintiton. |
0:47.0 | Eric is the CIO of the Multiaset Fund at Standpoint Funds. |
0:51.0 | This is a great conversation about trend following, systematic investing, why a lot of the |
0:56.3 | a lot of the aunts have come and went. |
0:59.7 | It's about survival. |
1:00.8 | And one of the things about his strategy that I think has resonated, though the performance has been really solid so that doesn't hurt. |
1:06.7 | But he's developed a strategy that people can stick with and that's the most important thing in this asset management business. |
1:15.5 | There's a lot of strategies that might be optimized better or have the highest sharp ratio. |
1:21.1 | Guess what? If somebody can't stick with it through thicker thin it |
1:25.6 | doesn't matter I love how he said the word simple a dozen times in our talk |
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