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Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History – Meb Faber Research

October 4, 2023
in Business
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Rewritten Content:

Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History

Guest:
Mikhail Samonov, the CEO of Two Centuries Investments, joins the show to discuss his focus on “long history” in his research. He shares insights from studying two centuries of financial returns, including momentum and asset allocation. He also explains how he utilizes AI to analyze intangible value and company cultures.

Sponsor:
YCharts offers financial advisors a suite of intuitive tools to make smarter investment decisions and communicate effectively with clients. To start a free trial and enjoy a 20% discount on your subscription, visit the link and mention “MEB” (new clients only).

Summary:
In this episode, Mikhail Samonov discusses his research on long-term financial history. He explores the importance of studying historical data and shares lessons learned from two centuries of financial returns, including momentum and asset allocation. Mikhail also delves into his use of AI to analyze intangible value and company cultures.



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Tags: CenturiesEpisodeFaberFinancialhistoryLessonsMebMikhailResearchSamonov
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