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Podcast: The Meb Faber Show - Better Investing
Episode: Warren Pies & Fernando Vidal, 3Fourteen Research - I Think That The Next 40 Years Are Unlikely To Look Like The Last 40 Years | #315
Description: In episode 315, we welcome our guests, Warren Pies and Fernando Vidal, co-founders of 3Fourteen Research, which combines expert qualitative insights with true quantitative discipline.  In today’s episode, we take a data-driven approach to look at the markets. We start with the firm’s original story and why Warren believes real assets have a place in portfolios going forward. Then they walk us through their research process and the benefits of combining machine learning with technicals and fundamentals. Finally, we hear what their models say about inflation, commodities, oil, and Bitcoin.  Warren and Fernando were kind enough to put together...