Today’s guest is Tim Pickering, founder and CIO of Auspice Capital.
In today’s episode, we talk all about trend-following and commodities. Tim shares why trend-following can serve as a great diversifier to stocks and bonds, and why it’s a great way to play the current commodity cycle. He ever shares his thoughts on the LME fiasco earlier this year and what his reaction was when he saw his trades were cancelled.
Tim mentions some charts during the episode, so if you want to follow along, click the YouTube link here.
For detailed show notes, click here
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the …
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities.
Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion.
In today’s episode, …
Today’s guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion.
In today’s …