The Meb Faber Show
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Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533
Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds. In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they think they are.
Key Points
- The episode discusses the evolving perception and acceptance of trend following in the investment community, highlighting its benefits and the challenges of integrating it into portfolios.
- Eric Crittenden and Jason Buck share insights on asset allocation strategies, emphasizing the importance of diversification and the role of trend following in enhancing risk-adjusted returns.
- The conversation explores the non-stationarity of financial data and the implications for investment strategies, underscoring the need for preparation over prediction in an unpredictable market environment.
Resources: Herschel Walker Syndrome Rob Lintner Revisited Standpoint Mutiny Fund
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Transcript
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