BROADCASTS.com

It\u2019s another Q&A episode before everyone gets too busy with the holiday swirl.\nPer usual, Meb has just come back from more travel, this time to Todos Santos, Mexico. He gives us a quick update before we hop into listener questions. A few you\u2019ll hear tackled are:\n-\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0I don\u2019t really understand Trend. In order to maximize return, wouldn\u2019t it make more sense to buy below the simple moving average, then hold or sell when above it? I\u2019m just applying common sense \u2013 buy when cheaper than average. What am I missing?\n\xa0\n-\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0If you were building an investment strategy for the next 30-40 years, would it more resemble the one found in your QTAA paper, an absolute value strategy (similar to what Porter discussed in that podcast), or your Trinity approach, which is more buy/hold with rebalancing?\n\xa0\n-\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0Have you ever considered a strategy that buys put option protection for equity portfolios when valuations are historically high? You could buy long puts or long puts/short calls to offset some of the option premium.\n\xa0\n-\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0Are recent bond yield increases causing you to tweak your bond allocations in the Trinity portfolios?\n\xa0\n-\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0How does your use of momentum differ from Gary Antonacci\u2019s dual momentum system?\n\xa0\n-\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0\xa0I\u2019m a banker, and can\u2019t tell you how many times I\u2019ve heard a variation of \u201cRates are so low at the moment, what a great time to borrow.\u201d What are your thoughts on the long-term debt cycle, and how would you \u201ctime\u201d leverage?\nThere\u2019s plenty more, as several of these questions send Meb into deep, labyrinthine rabbit holes \u2013 one of which involves his thoughts on how to educate children about investing. He believes most parents today do it entirely wrong. So what\u2019s the right way to raise a world-class investor? Find out in Episode 33.\nLearn more about your ad choices. Visit megaphone.fm/adchoices