John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501

Today’s guest is John Davi , CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opportunities in Europe and Japan, and why he focuses on after-tax after-inflation returns. ----- 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 ----- Sponsor : Vinovest is a wine and whiskey investing platform democratizing access to these 'liquid' assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey. Sponsor : Today’s episode is sponsored by The Idea Farm . The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here . Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- 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 ! Learn more about your ad choices. Visit megaphone.fm/adchoices