About this episode
Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward. (0:00) Starts (1:46) Introduction of guest Cole Wilcox (3:19) Cole's career and the basics of trend following (7:43) Original paper on trend following (25:26) Non-correlated investments and trade profitability in trend following (32:14) Handling market corrections (36:24) Tax efficiency and stop-loss benefits (39:01) The importance of holding winners (43:26) Bitcoin (55:03) Cole's most memorable investment ----- Follow Meb on X , 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 ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- 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 ! ----- Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com ). Learn more about your ad choices. Visit megaphone.fm/adchoices