#360 – Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View

<p>In episode 360, we welcome our guest, <a href= "https://www.linkedin.com/in/erinbrowne/">Erin Browne</a>, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of Barron’s 100 most influential women in U.S. finance last year.</p> <p> </p> <p>In today’s episode, we’re talking all things macro with someone who spent time as a Strategist at Moore Capital, PM at Point72, and most recently Head of Asset Allocation for UBS Asset Management, all of which helped Erin develop a framework for looking at the market through both a quantitative and discretionary approach.  Erin applies that lens to the world today and shares what she sees, notably the risk of a continued rise in energy prices. She walks us through how that may impact different asset classes and commodity prices. </p> <p> </p> <p>Next, we look at global equity markets and hear how the U.S. market compares to Europe, China, and emerging markets.</p> <p> </p> <p>As we wind down, we touch on bonds, interest rates, crypto, and much, much more.</p> <p> </p> <p>Please enjoy this episode with PIMCO’s Erin Browne.   </p> <p> </p> <p>-----</p> <p> </p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/" target="_blank" rel= "noopener">LinkedIn</a> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2021/10/18/e360-erin-browne/">here</a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb" target="_blank" rel="noopener">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p> </p> <p>-----</p> <p> </p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/">The Idea Farm</a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usuall