The Meb Faber Show - Better Investing
John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501
Sep 27, 2023
John Davi, CEO and CIO of Astoria Portfolio Advisors, discusses his macro plus-quant approach to the markets. Topics include his entrance into the ETF space, global diversification, opportunities in Europe and Japan, and focusing on after-tax after-inflation returns.
59:00
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Quick takeaways
- Astoria Portfolio Advisors focuses on sectors sensitive to higher inflation, such as energy, materials, and industrial stocks.
- Global diversification opportunities lie in Europe and Japan with positive earnings momentum and attractive valuations compared to US market.
Deep dives
Cambria soliciting proxy votes from shareholders
Cambria is currently soliciting a proxy vote from shareholders of their ETFs and emphasizes the importance of every vote. They provide contact information for shareholders to ask questions or submit their vote. This announcement is made at the beginning of the podcast.
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