The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing | #389
Our guest today is Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, an investment firm focused on bringing all-weather portfolio solutions to US investors. In today’s episode, we’re talking with one of the true systematic investors out there. We start by discussing the potential impact of inflation on investors’ portfolios. Then Eric shares what led him to start a new firm focused on giving people what they need in a format they want – a mix of trend following and global equity beta. We touch on diversification and why Eric’s a true believer in trend following.
Key Points
- The podcast discusses the potential impact of inflation on investors' portfolios and the importance of being prepared for various outcomes, whether it's persistent inflation or a return to deflationary pressures.
- The episode highlights the benefits of systematic investing and trend following, emphasizing how it can help navigate different market conditions by adjusting exposure based on market trends.
- Eric Crittenden shares insights on creating an "all-weather" investment strategy by combining global equities with a managed futures program, aiming for capital efficiency and reduced portfolio volatility.
Chapters
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| 19:59 | |
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| 32:36 | |
| 37:13 | |
| 47:56 | |
| 56:59 | |
| 1:02:14 | |
| 1:07:30 |
Transcript
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