S01E08: “Go Global and Quantitative with Value and Momentum” with Mebane Faber

Notes:
[1.50] Learn how to write so much and sleep well too J
[3:05] Value Investing and Trend following religions and how an agnostic think
[6:00] The various methods of exit strategy for his global portfolio
[8:30] Momentum applied on Value Stocks
[10:00] Understanding the implementation of shareholder yields
[16:00] Stock Selection v/s Asset Allocation
[18:30] Home Country bias and superiority of Global Portfolio
[23:00] Long Only Strategy v/s Long Strategy
[26:00] The myth behind the asset allocation and the true psychology of risk trading
[28:00] Investing with the House
[32:00] The disruption in Financial Services Industry
[34:25] The future of Roboadvisors