The Meb Faber Show - Better Investing Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing | #389
Feb 9, 2022
Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, discusses the potential impact of inflation on portfolios and the benefits of trend following. They also explore navigating the nightmare scenario of poorly performing stocks and bonds, the effectiveness of diversification and trend following strategies, successful portfolio diversification, the importance of having a written plan for investing, and the guest's recent interests and book donations.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Inflation, Uncertainty, and Portfolio Impact
03:00 • 18min
Navigating the Nightmare Scenario
20:59 • 8min
Diversification and Trend Following Strategies
29:10 • 22min
Portfolio Diversification and Successful Run
51:26 • 15min
The Importance of Having a Written Plan
01:06:32 • 3min
Recent Interests, Book Collection, and Donations
01:09:59 • 2min