The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 22 October 2021

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. You’ll hear from some of the most respected money managers and investment researchers from all over the planet. Enough from me, let’s let Sean take over this special episode. To read the original piece, click here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends we have a fantastic episode for you today.
0:11.1	Last year we published the Best Investment Writing, volume four, we offered authors the opportunity
0:16.6	to record an audio version of their chapter to be released as a segment of the podcast and
0:20.9	listeners loved it.
0:21.9	This year, we're once again bringing you the entire
0:24.4	volume of the best investment writing, volume five in podcast format. You'll hear from some
0:29.7	of the most respected money managers and investment researchers from all over the world.
0:34.7	Enough for me, let's get to our guest and let them take over this special episode.
0:38.7	Hi, this is Sean Duffin.
0:41.5	I am an investment director at Cambridge Associates.
0:44.0	Cambridge is a global investment firm providing investment services to various clients,
0:49.0	including endowments and foundations, private clients, and pensions.
0:53.6	For those interested, Cambridge is launching a podcast, September 14th, called Unseen Upside,
0:59.4	a show about investments beyond their returns. Season 1 focuses on the technology changing our daily lives and the people who are investing in it.
1:07.0	I hope you'll join us for the first episode as we travel to a dairy farm in Vermont to learn about tech and sustainable farming.
1:14.7	Today what I'm going to do is read a piece called The Benefits of Global Diversification that I wrote back in April 2020.
1:21.2	While the paper is a little dated, I think you'll find that many of the concepts in here are still
1:25.6	highly relevant today.
1:27.2	For those wishing to follow along with the charts in the paper, the easiest way to find
1:30.9	it is simply type Cambridge Associates Global diversification in a Google search and
1:35.6	you'll see that it's the first length that comes up.
1:38.0	Okay, let's get into it.
	...

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