Niels Kaastrup-Larsen & Meb Faber , Top Traders Unplugged

SI24: Why Trend Following has "failed" to attract a lot of Assets ft. Meb Faber

24 Feb 2019 • 93 min • EN
93 min
00:00
01:33:38
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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. ----- EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool ----- 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.com And 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 – Intro 01:30 – Weekly review of performance 06:25 – Meb's backstory 10:15 – 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 pure TF products? 01:02:30 – Jerry question: What is your opinion on active mgt = discretionary & index = systematic? 01:12:30 – Niels questions: What are your favorite factors? How is your competition going with Patrick...

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