The Meb Faber Show
The Meb Faber Show
Nov 21, 2022
Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)
Play • 34 min

Today’s episode features Guido Baltussen, Bart Van Vliet and Pim Van Vliet reading their piece, The Cross-Section of Stock Returns before 1926 (and beyond)

Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team.

Bart P. Van Vliet is a Client Portfolio Manager at Robeco.

Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s Quantitative Equities department.

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

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For detailed show notes, click here

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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 GiveDirectly on behalf of the authors.

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom 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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