The Meb Faber Show - Better Investing

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification

Oct 22, 2021

18:05

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Highlights

AI Chapters

Episode notes

Global Equity Diversification - The Impact of Globalization

04:27

Equity Diversification - The Rotation Effect

04:45

Investing in High Yielding Companies

02:21

Introduction

5min

Equity Diversification - The Rotation Effect

5min

Japan and the Risks of Backing the Wrong Equity Horse

3min

Global Equity Diversification - The Impact of Globalization

4min

Investing in High Yielding Companies

2min

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 Sean 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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