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 Feedback@TheMebFaberShow.com
-----
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.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533
Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
Professor Kenneth French on Risk, Return, and Rationality | #530
MEBISODE: T-Bills and Chill…Most of the Time | #529
Cliff Asness: Timely & Timeless Investment Wisdom | #528
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527
MEBISODE: Should CalPERS Fire Everyone And Just Buy Some ETFs? | #526
Grant Williams & Peter Atwater: The Market is 'Long Abstraction, Short Reality' | #525
Tim Ranzetta, NGPF - Teaching America Personal Finance | #524
Whitney Baker on The Death of (Upside) American Exceptionalism | #523
How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522
MEBISODE: A Better Approach to Dividend Investing
GMO's Tina Vandersteel on a "Once-in-a-Generation" Opportunity | #521
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520
Ben Mackovak on The Secret Sauce of Investing in Banks | #519
Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518
Bruno Caratori - The Bitcoin ETF is FINALLY Approved. Now What? | #517
BlackRock's Rick Rieder on The State of Markets & The US Debt Problem | #516
Felix Zulauf – 2024 Macro Outlook Not Rosy | #515
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast