Rob Van Wielingen, President & CEO of Viewpoint Investment Partners, shares his family's background in the oil and gas industry, their transition to diversified portfolios, and their investment approach. They discuss the fallacy of active vs passive investing, the trouble with lagged and infrequent data, and the differences between Risk Parity and Risk Budgeting. They also touch on the concepts of Return Stacking, Carry, Trend, and asset allocation. The podcast explores the birth of their quant philosophy and the limitations of AI in investment strategies.
