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