Lawrence Kissko's guest appearances

Lawrence Kissko

The Meb Faber Show

OwlTail

Graham Robertson

Today’s episode features Lawrence Kissko and Graham Robertson reading their piece,  Trend-Following in Inflationary Environment.  Lawrence is a Client Portfolio Manager for Man AHL.  Graham is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for client communication across Man AHL’s range of quantitative strategies. 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 Haven House on behalf of Lawrence &amp; Graham. ----- 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! 

Today’s episode features <a href="https://www.man.com/lawrence-kissko" rel="nofollow" target="_blank">Lawrence Kissko</a> and <a href="https://www.man.com/graham-robertson" rel="nofollow" target="_blank">Graham Robertson</a> reading their piece, <a href="https://mcusercontent.com/6750faf5c6091bc898da154ff/files/f7e2e800-69cb-06e3-d1dd-cf474749e148/20210828.IF.TrendFollowingInflEnv.ManInst.pdf" rel="nofollow" target="_blank"> Trend-Following in Inflationary Environment</a>.  Lawrence is a Client Portfolio Manager for Man AHL.  Graham is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for client communication across Man AHL’s range of quantitative strategies. The Best Investment Writing series features top research pieces that we’ve shared via <a href="https://theideafarm.com/" rel="nofollow" target="_blank">The Idea Farm</a> in the past year. Subscribe <a href="https://theideafarm.us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&amp;id=ac58d173d8" rel="nofollow" target="_blank"> here</a> so you get these sent to you each week. Check out the past series of The Best Investment Writing below: <a href="https://mebfaber.com/2021/12/27/biw5/" rel="nofollow" target="_blank">Volume 5</a> <a href="https://mebfaber.com/2021/01/04/the-best-investment-writing-volume-4-selected-writing-from-prominent-investors-and-authors/" rel="nofollow" target="_blank"> Volume 4</a> <a href="https://mebfaber.com/2020/01/06/the-best-investment-writing-volume-3-selected-writing-from-prominent-investors-and-authors/" rel="nofollow" target="_blank"> Volume 3</a> <a href="https://amzn.to/3O4QyY9" rel="nofollow" target="_blank">Volume 2</a> <a href="https://amzn.to/3z6rcEZ" rel="nofollow" target="_blank">Volume 1</a> ----- Follow Meb on <a href="https://twitter.com/MebFaber" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/mebanefaber/" rel="noopener nofollow" target="_blank">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1" rel="nofollow" target="_blank"> YouTube</a> For detailed show notes, click <a href="https://mebfaber.com/2022/09/02/biwv6-lawrence-kissko-graham-robertson/" rel="nofollow" target="_blank"> here</a> To learn more about our funds and follow us, subscribe to our <a href="https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&amp;id=7249739cdb" rel="noopener nofollow" target="_blank">mailing list</a> or visit us at <a href="http://www.cambriainvestments.com/" rel="nofollow" target="_blank">cambriainvestments.com</a> ----- Today’s episode is sponsored by <a href="streamrg.co/meb" rel="nofollow" target="_blank">Stream by AlphaSense</a>. 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 <a href="https://www.havenhouse.org.uk/" rel="nofollow" target="_blank">Haven House</a> on behalf of Lawrence &amp; Graham. ----- Interested in sponsoring the show? Email us at <a href="mailto:Feedback@TheMebFaberShow.com">Feedback@TheMebFaberShow.com</a> ----- Past guests include <a href="https://mebfaber.com/2017/02/08/10017/" rel="nofollow" target="_blank">Ed Thorp</a>, <a href="https://mebfaber.com/2021/08/04/e337-richard-thaler/" rel="nofollow" target="_blank">Richard Thaler</a>, <a href="https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/" rel="nofollow" target="_blank">Jeremy Grantham</a>, <a href="https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/" rel="nofollow" target="_blank">Joel Greenblatt</a>, <a href="https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/" rel="nofollow" target="_blank">Campbell Harvey</a>, <a href="https://mebfaber.com/2022/03/30/403-ivy-zelman/" rel="nofollow" target="_blank">Ivy Zelman</a>, <a href="https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/" rel="nofollow" target="_blank">Kathryn Kaminski</a>, <a href="https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/" rel="nofollow" target="_blank">Jason Calacanis</a>, <a href="https://mebfaber.com/2022/01/31/e387-whitney-baker/" rel="nofollow" target="_blank">Whitney Baker,</a> <a href="https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/" rel="nofollow" target="_blank">Aswath Damodaran</a>, <a href="https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/" rel="nofollow" target="_blank">Howard Marks</a>, <a href="https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/" rel="nofollow" target="_blank">Tom Barton</a>, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out <a href="https://mebfaber.com/mebs-deals/" rel="nofollow" target="_blank">here</a>!