Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533

Today’s guests are Eric Crittenden, CIO of Standpoint Asset Management, and Jason Buck, CIO of Mutiny Funds.
In today’s episode, we talk about the sentiment around trend-following today. We discuss optimal diversifiers for trend-following, how the Herschel Walker trade relates to portfolio construction, and if investors are as diversified as they think they are.


(1:01) - Welcome back to our guests, Eric and Jason; Episode #389: Eric Crittenden; Episode #440: Jason Buck


(2:02) - Investor interest in trend following

(6:00) - Herschel Walker Syndrome


(15:55) - Building a portfolio away from the traditional 60/40

(18:08) - Rob Lintner Revisited


(29:02) - Interest overseas 

(41:30) - Paul Mulvaney’s back-to-back 40% months

(51:19) - Show recommendations

(56:22) - What Jason & Eric are hearing from investors today

(1:03:22) - Love for ETFs

(1:10:12) - Pairing trend following with factor investing

Learn more about Eric and Jason: Standpoint; Mutiny Fund



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