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b"Today\\u2019s guest is Laurens Swinkels, Robeco\\u2019s Head of Quant Strategy and one of my favorite authors.\\nIn today\\u2019s episode, we walk through some of Laurens\\u2019 favorite research. We begin with the global market portfolio, how it\\u2019s evolved over time and where crypto fits in today. Then we talk about his research on factor performance dating back to the 19th century.\\nWe also cover his framework for determining expected returns for all major asset classes and why he and his team decided to include climate change in that analysis for the first time this year.\\nBe sure to stick around until the end when we touch on sin stocks, ESG, and even the tokenization of real estate and other assets.\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nToday\\u2019s episode is sponsored by MUD\\\\WTR. MUD/WTR\\xa0is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at\\xa0mudwtr.com/meb and use code FABER for 15% off.\\n-----\\n\\n(1:35) \\u2013 Intro\\n\\n(2:20) \\u2013 Welcome to our guest,\\xa0Laurens Swinkels\\n\\n\\n(3:57) \\u2013 Laurens' research on the global market portfolio (papers here and\\xa0here)\\n\\n(11:15) \\u2013\\xa0Link to Laurens\\u2019 research\\n\\n(15:00) \\u2013 Where does crypto fit in the global market portfolio?\\n\\n(21:22) \\u2013 Laurens\\u2019 research on global factor premiums since 1800 (link)\\n\\n(28:09) \\u2013 How investors should think about factor investing\\n\\n(31:15) \\u2013 Laurens\\u2019 research into sustainable investing, ESG and sin stocks\\n\\n(42:38) \\u2013 Robeco\\u2019s huge\\xa0report on expected returns\\n\\n(52:18) \\u2013 Other areas Laurens is researching\\n\\n(55:37) \\u2013 Laurens' most memorable investment over his career\\n\\n\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"