The Meb Faber Show - Better Investing

The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends

Sep 10, 2021

30:28

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Highlights

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Episode notes

Trend Brakes - The Achilles Heel of Trend Investment

01:34

The Dynamic Strategy Outperforms Traditional Methods

01:28

The Dynamic Tran Following Strategy Boosts Returns After Turning Points

04:38

Introduction

3min

The Dynamic Strategy Outperforms Traditional Methods

1min

Trend Brakes - The Achilles Heel of Trend Investment

2min

Trend Following Strategies React Dynamically to Turning Points

4min

The Intersection of Slow and Fast Time Series Momentum Signals Can Provide Predictive Information

1min

Multi Aset Trend Following Portfolios - A Dynamic Approach

3min

A Simple Time, Serious Momentos Strategy

6min

The Relationship Between Turning Points Frequency and Trend Following Performance

2min

The Dynamic Following Methodology of Garke Tol Two Thousand 19 to Each Acet

2min

10.

The Multi Acid Dynamic Trapportfolio

4min

11.

The Dynamic Tran Following Strategy Boosts Returns After Turning Points

5min

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5.

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.

Enough from me, let’s let Professor Harvey and Michele take over this special episode.

To read the original piece, click here.

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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

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