The Investipal podcast
A scientific lens on investing.
With Meb Faber
Loads the YouTube player when selected.About this episode
Meb Faber discusses Jim Simons’s legacy and Renaissance Technologies’ influence on quantitative investing. He shares his perspectives on trend following, global diversification and a scientific approach to markets, then discusses US industrial policy, US versus international investing, and a semiconductor stock described in the episode as having outperformed Nvidia.
Discussion themes
- Jim Simons, Renaissance Technologies and quantitative investing.
- Trend following, global diversification and a scientific approach to markets.
- US industrial policy and US versus international investing.
- The semiconductor-stock comparison discussed at recording time.
These notes summarize the original episode description. They are not a transcript.