The Meb Faber Show - Better Investing

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)


Listen Later

Today’s episode features Guido Baltussen, Bart Van Vliet and Pim Van Vliet reading their piece, The Cross-Section of Stock Returns before 1926 (and beyond)

Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team.

Bart P. Van Vliet is a Client Portfolio Manager at Robeco.

Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s Quantitative Equities department.

The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week.

Check out the past series of The Best Investment Writing below:

Volume 5

Volume 4

Volume 3

Volume 2

Volume 1

-----

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream.

Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to GiveDirectly on behalf of the authors.

-----

Interested in sponsoring the show? Email us at [email protected]

-----

Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

The Meb Faber Show - Better InvestingBy The Idea Farm

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

898 ratings


More shows like The Meb Faber Show - Better Investing

View all
Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

581 Listeners

Odd Lots by Bloomberg

Odd Lots

1,776 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,288 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

677 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

806 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,000 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

359 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

299 Listeners

Excess Returns by Excess Returns

Excess Returns

67 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

88 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

411 Listeners

The Business Brew by Bill Brewster

The Business Brew

245 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners