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The Meb Faber Show - Better Investing

The Best Investment Writing Volume 3: Mike Philbrick – Diversification: What Most Novice Investors Miss About Trend Following

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8978 Ratings

🗓️ 15 July 2019

⏱️ 23 minutes

🧾️ Download transcript

Summary

Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it. This year, we’re bringing you the entire volume of The Best Investment Writing Volume 3 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. Enough from me, let’s let Mike take over this special episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Welcome podcast listeners. We have a fantastic episode for you today.

0:11.4

Last year when we published the Best Investment Writing

0:14.5

Volume 2, we offered authors the opportunity to record an audio version of their

0:19.1

chapter to be released as a segment of the podcast and listeners loved it. This year we're bringing you

0:25.3

the entire volume of the best investment writing volume 3 in podcast format.

0:31.1

You'll hear from some of the most respected money managers and

0:34.0

investment researchers all over the world. Enough for me. Let's get to our guests and

0:39.2

let them take over this special episode.

0:41.6

Hi, this is Mike Philbrick.

0:44.0

I'm co-founder and president of Resolve Asset Management.

0:46.7

Resolve manages global systematic strategies,

0:49.5

harnessing a wide variety of factor premia,

0:52.1

coupled with the power of true diversification and risk

0:54.9

management. Resolve manages ETS, mutual funds, and hedge fund structures both in the U.S. and

1:01.6

globally. To learn more about Resolve, you can find this at

1:05.0

W.W. W. invest Resolve.com

1:08.0

and you can find our latest research in commentary on our blog

1:11.0

at Invest Resolve.com slash blog.

1:15.0

I'm now going to read one of our popular blog posts entitled Diversification

1:19.5

what most novice investors miss about trend following.

1:23.0

Diversification what most novice investors miss about trend following.

1:28.0

Trend following for the masses in his 1998 second edition of stocks for the long run. Jeremy Siegel added a chapter called

...

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