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Podcast: The Meb Faber Show - Better Investing
Episode: Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533
Description: Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds.In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they think they are.
(1:01) - Welcome back to our guests, Eric and Jason; Episode #389: Eric Crittenden; Episode #440: Jason Buck
(2:02) - Investor interest in trend following
(6:00) - Herschel Walker Syndrome
(15:55) - Building a portfolio away from the traditional 60/40
(18:08) - Rob Lintner Revisited
(29:02) - In...