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Podcast: The Meb Faber Show - Better Investing
Episode: #210 - Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet
Description: In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates.We discuss what’s currently going on in the world around us and how rapidly things are changing. We cover the idea of “nowcasting,” and how it’s different from the type of forecasting and opinion that prevalent, often unhelpful, and sometimes downright detrimental to investment decision making.We talk about Research Affiliate’s stance on valuations, emerging markets looking attractive, and having discipline when it comes to analyzing data to form a sensible guide to forward looking expectatio...