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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.
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Episode TimeStamps:
00:00 \\u2013 Intro
01:30 \\u2013 Weekly review of performance
06:25 \\u2013 Meb\'s backstory
10:15 \\u2013 Jerry question: Why don\\u2019t CTAs have more AUM?
16:50 \\u2013 Moritz question: When and why did you start your firm?
21:00 \\u2013 Moritz question: Why do you think TF and value is a great blend?
28:00 \\u2013 Niels question: Please talk about the perceived safety of US Treasuries (based on your research) and why you use a broader portfolio.
36:20 \\u2013 Niels question: What needs to happen before Betterment (and others) embrace TF?
40:15 \\u2013 Moritz question: Why did you set up an ETF vs a mutual fund or another vehicle?
50:00 \\u2013 Jerry question: What needs to happen for mutual funds to be competitive with ETFs (tax wise)?
53:00 \\u2013 Niels question: With ETFs do you have to disclose your trading methodology?
57:00 \\u2013 Jerry question: What do you think of products designed for client desires/tolerances compared to optimally designed pure TF products?
01:02:30 \\u2013 Jerry question: What is your opinion on active mgt = discretionary & index = systematic?
01:12:30 \\u2013 Niels questions: What are your favorite factors? How is your competition going with Patrick...'