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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