05 Apr 2023
1h 14m

Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments | #474

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The Meb Faber Show - Better Investing

In this episode of The Meb Faber Show, Meb interviews Wes Gray and Jack Vogel of Alpha Architect, focusing on their ETF white label business, which has grown significantly. They discuss the increasing trend of mutual fund and SMA to ETF conversions, highlighting the tax benefits and operational efficiencies. The conversation covers Alpha Architect's new and innovative funds, BOXX and HIDE, delving into the mechanics of box spreads and their potential tax advantages, as well as HIDE's strategy for diversifying equity portfolios during inflation and deflation. They also touch on the current state of value investing, the timelessness of trend following, and the various tools available on Alpha Architect's website for advisors.

Outlines

Part 1: Introduction and ETF Business

Part 2: New ETFs: BOXX and HIDE

Part 3: Investment Strategies and Investor Behavior

Part 4: Career Reflections and Market Truths

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