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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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 

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