The Meb Faber Show
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Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints | #225
In episode 225 we welcome our guest, Eric Crittenden. In today’s episode, we’re talking managed futures and trend following. We get into investor behavior, and the challenges of getting people to allocate to managed futures, despite the data that shows they should. Eric has come up with a creative way to re-frame the conversation around managed futures to help investors break through, and deepen their understanding. We even walk through Standpoint’s managed futures process. We cover portfolio construction and what the allocation looks like right now.
Key Points
- Managed futures can provide vital diversification in investment portfolios, offering potential benefits in various market conditions, including both inflationary and deflationary environments.
- The conversation around managed futures should focus on aligning with investor behavior, reframing their understanding, and overcoming biases against the asset class to facilitate better adoption.
- In constructing an all-weather investment strategy, combining a systematic managed futures approach with global equity market exposure can create a balanced portfolio that aims to perform across different market cycles.
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Transcript
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