Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years | #315

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 26 May 2021

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 315, we welcome our guests, Warren Pies and Fernando Vidal, co-founders of 3Fourteen Research, which combines expert qualitative insights with true quantitative discipline. In today’s episode, we take a data-driven approach to look at the markets. We start with the firm’s original story and why Warren believes real assets have a place in portfolios going forward. Then they walk us through their research process and the benefits of combining machine learning with technicals and fundamentals. Finally, we hear what their models say about inflation, commodities, oil, and Bitcoin. Warren and Fernando were kind enough to put together some of their research for you to refer to during the episode. Click here to see their reports. Please enjoy this episode with 3Fourteen Research’s Warren Pies and Fernando Vidal. ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey friends, great show today. We have a rare two-guest episode. Our guests are the co-founder. Good true quantitative discipline. In today's show, we take a data-driven approach to look at the markets.
0:56.0	We start with the firm's origin story and why they believe real assets have a place in portfolios
1:00.8	going forward.
1:02.2	Our guests then walk us through their research
1:03.6	process and the benefits of combining machine learning with technicals and
1:07.0	fundamentals. Finally we hear what their models say today about inflation,
1:11.3	commodities, oil, and Bitcoin. Our guests published some of my favorite
1:16.0	research and were kind enough to let us share it with you to refer to today's episode.
1:22.1	Be sure to check the show notes, MebbFavor.com,
1:25.0	forward slash podcast, for their research and chart book to follow along.
1:30.0	This episode is brought to you by 10 East.
1:32.0	Long time listeners know I've invested in... This episode is brought to you by 10 East.
1:32.6	Long time listeners know I've invested in private markets quite a bit myself,
	...

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