SI24: Why Trend Following has "failed" to attract a lot of Assets ft. Meb Faber
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摘要
Meb Faber joins the show to discuss his journey into Trend Following, where Trend Following funds have gone wrong in terms of attracting assets & growing AUM, why he started his company Cambria Investments and the difficulties that this involved, the perceived safety of US Treasuries, Mutual Funds vs ETFs, and a lot more.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Episode TimeStamps:00:00 – Intro01:30 – Weekly review of performance06:25 – Meb's backstory10:15 – Jerry question: Why don’t CTAs have more AUM?16:50 – Moritz question: When and why did you start your firm?21:00 – Moritz question: Why do you think TF and value is a great blend?28:00 – Niels question: Please talk about the perceived safety of US Treasuries (based on your research) and why you use a broader portfolio.36:20 – Niels question: What needs to happen before Betterment (and others) embrace TF?40:15 – Moritz question: Why did you set up an ETF vs a mutual fund or another vehicle?50:00 – Jerry question: What needs to happen for mutual funds to be competitive with ETFs (tax wise)?53:00 – Niels question: With ETFs do you have to disclose your trading methodology?57:00 – Jerry question: What do you think of products designed for client desires/tolerances compared to optimally designed...
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