Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless

  Рет қаралды 3,355

The Meb Faber Show

The Meb Faber Show

Жыл бұрын

Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! pod.link/1128955736
Today’s returning guests are Alpha Architect’s Wes Gray & Jack Vogel. In today’s episode, we kick it off with an update on the ETF white-label business and some of their new funds, BOXX and HIDE. Then we talk about why you need to think more about taxes when investing, the state of value, why trend-following is timeless, and what the most embarrassing moment in each of our careers. I-was-speechless.
Before we get to the episode, Wes’ brother was recently on Joe Rogan’s podcast and helped Joe get a bunch of reviews, so help Wes compete with his brother and go leave us a review on Apple, Spotify, or wherever you listen to the show!
To see links or read the transcript of the episode, visit us at:
mebfaber.com/2023/04/05/alpha...
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Today's episode is sponsored by Farmland LP. Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Since 2009, they have built a 15,000-acre portfolio representing over $200M in AUM. Learn more by clicking here: www.farmlandlp.com/
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Пікірлер: 8
@daveschmarder-1950
@daveschmarder-1950 2 күн бұрын
I made my entry into BOXX this morning.
@edsearancke4711
@edsearancke4711 10 ай бұрын
Meb asked an interesting question which I don't think was answered in the podcast - why does the strategy for HIDE not use BOXX rather than treasury bills for the money which is waiting to be allocated between trends? Would be interesting to hear the answer to that question.
@aniasat
@aniasat Жыл бұрын
Fantastic interview
@maytagrepairman
@maytagrepairman Жыл бұрын
Another great show. Around 49:xx a paper that discusses equal weighted large cap value is mentioned. Anyone see any funds out there that do this? I haven't found any. Just stuff like equal weighted S&P 500 or equal weighted individual sector.
@george6977
@george6977 Жыл бұрын
Meb, please do a KZfaq on binary exponential outcome investestments. Where they can be found and how to find them.
@earlyretirement1459
@earlyretirement1459 3 ай бұрын
AUM is 2.4B as of Apr 2024
@danieldounine3690
@danieldounine3690 Жыл бұрын
Let’s go!
@scottwalker8996
@scottwalker8996 4 ай бұрын
rewind 2 or three times...haha so true
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