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But we saved everything 🙂.
Meb Faber asks whether a group of AI agents can run a portfolio more effectively than a traditional investment committee. The tweet highlights a discussion with Andrew Ang, a former head of factor investing at BlackRock, Columbia professor, and founder of Tau Balance.
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Faber has previously questioned the exclusion of a $25 billion ETF from search results due to unpaid fees, raising concerns about potential monopolistic practices. He also noted that his outlined strategy would currently allocate entirely to T-bills, citing a preference for safety over risky bonds based on yield spreads in recent commentary regarding T-bill holdings. These topics reflect Faber's ongoing focus on investment process and product selection.