#389 – Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing

<p>Our guest today is Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, an investment firm focused on bringing all-weather portfolio solutions to US investors.</p> <p>In today’s episode, we’re talking with one of the true systematic investors out there. We start by discussing the potential impact of inflation on investors’ portfolios. Then Eric shares what led him to start a new firm focused on giving people what they need in a format they want – a mix of trend following and global equity beta. We touch on diversification and why Eric’s a true believer in trend following. </p> <p>To listen to Eric’s first appearance on the podcast, click <a href= "https://mebfaber.com/2016/08/17/episode-14-not-greed-fear-drives-investment-world-envy/"> here</a></p> <p>To listen to Eric’s second appearance on the podcast, click <a href= "https://mebfaber.com/2020/06/01/episode-225-eric-crittenden-standpoint-asset-management-i-enjoy-trying-to-win-a-marathon-rather-than-winning-sprints/"> here</a></p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/" target="_blank" rel= "noopener">LinkedIn</a> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/02/09/e389-eric-crittenden/">here</a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb" target="_blank" rel="noopener">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/">The Idea Farm</a>. 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. Join today and get access to quarterly CAPE ratios, an excel qu