Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets | #387

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 31 January 2022

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 387, we welcome our guest, Whitney Baker, founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique. In today’s episode, Whitney shares her flows based macro lens for looking at the markets, one she honed at famed shops like Bridgewater and Soros Fund. She says we’re experiencing a cyclical and secular regime change that the market has yet to adjust to. Then Whitney shares why she believes the US is in an once-in-a-lifetime bubble…and at the same time have a once-in-a-generation value opportunity in broad sections of EM. We touch on the implications of this for both foreign and domestic markets and hear where she sees opportunity. Whitney shared one of her recent research pieces which are normally only for a select number of the world’s most sophisticated investors, so be sure to check it out here. It – is – fire. ----- 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 to the Mebb Favor 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	Meff-Vabber is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will now discuss any of Cambria'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.
0:36.4	What's up, friends, we have an amazing show for you today.
0:42.6	Our guest is the founder of Total Macro,
0:44.9	an emerging markets macro consultancy
0:46.8	and Hedge Fund Advisory Boutique.
0:48.9	In today's show, our guest shares her flow-based macro lens
0:52.1	for looking at the markets when she honed at
0:53.8	fame shops like Bridgewater and Soros. She says we're experiencing a secular
0:58.1	and cyclical regime change that the market is yet to adjust to. She shares why she believes the U.S. is in a once in a lifetime bubble,
1:06.0	and at the same time we have a once in a generation value opportunity in broad sections of emerging markets.
1:11.0	We touch on the implications for both foreign and
1:13.4	domestic markets and here where she sees trading opportunities today. Now we
1:17.3	talked Whitney into sharing one of her recent private research pieces which by
1:21.4	the way are normally only for a select number of the world's most
	...

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