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Today\u2019s guest is Mikhail Samonov, CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies.\nIn today\u2019s episode, Mikhail walks through what led him to focus so much on \u2018long history\u2019 in his research. He shares lessons learned from studying two centuries of financial returns, including momentum and asset allocation. He also spends time explaining how he\u2019s using AI to study intangible value and company cultures.\xa0\n(1:29) - Welcome Mikhail to the show\n(2:30) - Why such a focus on long-history?\n(3:04) - Two Centuries of Price-Return Momentum; Two Centuries of Multi-Asset Momentum\n(12:41) - Investors often underestimate risks, ignore history\n(18:11) - Investment comfort zones vary by generation\n(25:15) - Innovation and creativity are crucial for quantitative investors\n(34:26) - Applying research on intangibles using NLP\n(41:00) - CultureLine uses AI to analyze workplace culture, aiding investors and enhancing ESG models\n(45:46) - Story about Steve Jobs adding "creative" to Apple's 10K\n(49:46) - Deep dive into asset allocation strategies and their long-term resilience; A Century of Asset Allocation Crash Risk\n(59:42) - Why investors underestimate drawdowns\n(1:03:54) - What investment belief Mikhail holds that most of his professional peers do not\n(1:07:09) - Mikhail\u2019s most memorable investment\nLearn more about Mikhail: Two Centuries; CultureLine; LinkedIn; Twitter\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-----\nSponsor: Today's episode is sponsored by\xa0YCharts.\xa0YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit\xa0YCharts\xa0to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only)\nSponsor: Today\u2019s episode is sponsored by\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\u2019s largest institutions, funds, and money managers. Subscribe for free\xa0here.\nFollow The Idea Farm:\xa0Twitter\xa0|\xa0LinkedIn\xa0|\xa0Instagram\xa0|\xa0Tik Tok\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include\xa0Ed Thorp,\xa0Richard Thaler,\xa0Jeremy Grantham,\xa0Joel Greenblatt,\xa0Campbell Harvey,\xa0Ivy Zelman,\xa0Kathryn Kaminski,\xa0Jason Calacanis,\xa0Whitney Baker,\xa0Aswath Damodaran,\xa0Howard Marks,\xa0Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\xa0here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices