Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533

The Meb Faber Show

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.

• (1:01) - Welcome back to our guests, Eric and Jason; Episode #389: Eric Crittenden; Episode #440: Jason Buck
• (2:02) - Investor interest in trend following
• (6:00) - Herschel Walker Syndrome
• (15:55) - Building a portfolio away from the traditional 60/40
• (18:08) - Rob Lintner Revisited
• (29:02) - Interest overseas
• (41:30) - Paul Mulvaney’s back-to-back 40% months
• (51:19) - Show recommendations
• (56:22) - What Jason & Eric are hearing from investors today
• (1:03:22) - Love for ETFs
• (1:10:12) - Pairing trend following with factor investing
• Learn more about Eric and Jason: Standpoint; Mutiny Fund

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

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