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Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Eric Crittenden - All Weather Investing

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Manage episode 384071358 series 1454631
Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Tune in to hear:

- What is all weather investing and what are its behavioral underpinnings?

- Does Eric strategically rebalance the all weather portfolios or are the allocations fairly static? If they are dynamic, what signals do they look for when making a change?

- What is the trend-oriented global macro program that Eric implements?

- How can one strike a balance between the realities of trying to sell product, run a business and make their clients happy with this very measured, all weather approach?

- Why do alts often fall short of their promise and how does Eric strive to be very different in his approach to alternative investments?

- Eric thinks that markets and trend can be a canary in the coal mine for larger events. How does he think this plays out broadly and on a more granular level?

- Why led Eric to using a very systematic approach to investing?

- Eric describes himself as a bit pessimistic - what steps does he put in place to help him overcome this pessimism when considering allocations?

- Many experts think that a classic 60/40 model might not best serve us going forward. What has caused them to question something with such a long and successful track record and what would it take for them to change their minds about this?

Compliance Code: 2985-OAS-11/1/2023

https://www.standpointfunds.com

  continue reading

289 episodios

Artwork
iconCompartir
 
Manage episode 384071358 series 1454631
Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Tune in to hear:

- What is all weather investing and what are its behavioral underpinnings?

- Does Eric strategically rebalance the all weather portfolios or are the allocations fairly static? If they are dynamic, what signals do they look for when making a change?

- What is the trend-oriented global macro program that Eric implements?

- How can one strike a balance between the realities of trying to sell product, run a business and make their clients happy with this very measured, all weather approach?

- Why do alts often fall short of their promise and how does Eric strive to be very different in his approach to alternative investments?

- Eric thinks that markets and trend can be a canary in the coal mine for larger events. How does he think this plays out broadly and on a more granular level?

- Why led Eric to using a very systematic approach to investing?

- Eric describes himself as a bit pessimistic - what steps does he put in place to help him overcome this pessimism when considering allocations?

- Many experts think that a classic 60/40 model might not best serve us going forward. What has caused them to question something with such a long and successful track record and what would it take for them to change their minds about this?

Compliance Code: 2985-OAS-11/1/2023

https://www.standpointfunds.com

  continue reading

289 episodios

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