John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501
The Meb Faber Show - Better Investing
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Show Notes
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.
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