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Home > The Meb Faber Show > Cole Wilcox on The Power Law of Investing | #584
Podcast: The Meb Faber Show
Episode:

Cole Wilcox on The Power Law of Investing | #584
Category: Business
Duration: 01:04:02
Publish Date: 2025-05-30 08:30:00
Description:

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., including the dollar and gold, and if he believes we are headed for a recession.

(0:00) Start

(1:02) Introducing our guest, Brendan Ahern

(5:53) The state of China's economy

(14:18) Analysis of China's geopolitical concerns and international partnerships

(20:01) The narrative around China post Russia-Ukraine

(22:03) Deep dive into KWEB

(29:44) Implications of the US election

(32:40) Discussion on currency hedging

(33:52) Other KraneShares' funds

(41:44) Will TikTok be banned

(43:52) Brendan's most memorable investment

(46:18) Future plans for KraneShares

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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

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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. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


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