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

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.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

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 “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

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