via Barry Ritholtz
In our extended podcast, Meb explains how his investing approach has developed over time, from when he was a biotech analyst to becoming a Quant “lite.” He describes how ETFs are developed and marketed, and we also discuss his quantitative approach to tactical asset allocation.
ValueWalk's Raul Panganiban interviews JP Lee, Product Managers at VanEck, and discusses the video gaming industry. Q4 2020 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors. Interview With VanEck's JP Lee ValueWalk's ValueTalks ·
Meb’s recent books include The Ivy Portfolio, and Shareholder Yield: A Better Approach to Dividend Investing, and most recently, Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns in the Stock Market.
During our rambling conversation, we touch upon behavioral economics and the misbehavior of investors, trend following, valuations, hedge funds/emerging managers, and lastly, how mathematics impacts investing.
Meb Faber, Cambria Investments
Next week, we speak with Charlie Ellis, author of The Losers Game, and Chairman of the Yale Endowment Fund.