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The Meb Faber Show

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.
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The Meb Faber Show
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Archives
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Oct 28, 2020

In episode 260, we welcome our guest, Joel Greenblatt, Co-Chief Investment Officer of Gotham Asset Management. In today’s episode we’re talking about real proposals for real problems.

We dig into topics that touch everyone in our society. We get into long-term savings, (by the way, nearly half of all working age families have zero retirement savings beyond what they might expect from social security) and discuss a novel tweak to the model that might deliver critical retirement savings for people who may not be in a position to save enough for retirement. We touch on our education system, where the core issues stem from, and how education might be able to be improved for all. We talk about the advantages of being open to immigration, and how a movement of alternative certification might spur an ecosystem that can improve how the workforce prepares for jobs and offer more direct ways of demonstrating technical know-how.

Make sure you listen all the way to the end, as Joel covers some high level thoughts about how he thinks about value investing and his perspective on markets right now.

All this and more in episode 260 with Gotham Asset Management’s Joel Greenblatt.

Oct 26, 2020

In episode 259, we welcome our guest, Shane Heath, founder and CEO of MUD\WTR. In today’s episode, we’re diving into building a brand around needing something more out of coffee and the morning ritual.

Shane takes us through his relationship with coffee, why it no longer served him, and what he did to improve on the cup of joe many of us have built into our daily routine. From launch, it was only 6 months before the company hit 6 figures in monthly revenue. We hear about the evolution from filling orders from his kitchen and delivering them to the post office on his lunch break, to quitting his job, raising money, and scaling the business.

As we wind down, we discuss how the company was positioned for the current COVID environment as a modern D-to-C brand.

All this and more in episode 259 with MUD\WTR’s Shane Heath.

Oct 23, 2020

In today’s episode we welcome our guest, Alpha Architect’s founder and CEO, Wes Gray. We’re covering Wes’s best idea: Launching an ETF. We cover the ups and downs of the asset management business, and the different permutations his business went through before eventually landing on the ETF structure as the best way forward.

From transparency to tax efficiency to ease of access for investors, we chat about why someone should consider launching an ETF. We spend a lot of time walking through the process of getting a fund up-and-running, which is not for the faint of heart, and even walk through some case studies of some folks that have launched ETFs with Alpha Architect’s white label business.

Please enjoy this special “Best Ideas” episode with Alpha Architect’s Wes Gray.

Oct 21, 2020

In episode 257 we welcome our guest, Marc Levine. In today’s episode, we’re approaching investing from the institutional, pension side of things.

We talk to Marc about his role at ISBI. When he was there, there were 80 or so hedge funds in the portfolio. He discusses the mood in the boardroom when he made the decision to fire the vast majority of them and index the portfolio instead.

We get into his interesting way of thinking of investors in the context of a ‘Tribal’ model, and why he feels investors should honor all 4 tribes. We even get his thoughts on 13F investing.

All this and more in episode 257 with Marc Levine.

Oct 19, 2020

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 4.

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.

Enough from me, let’s let Rob take over this special episode.

Oct 16, 2020

In our inaugural ‘what’s your best idea’ episode, we welcome our guests, Jeremy Schwartz, WisdomTree’s Executive Vice President and Head of Global Research, and Jesper Koll, Senior Advisor to WisdomTree.

In today’s episode we’re covering their best idea: Japanese stocks. We get a bit of history on Japan’s past boom and bust cycle and the way it has shaped attitudes toward risk and investing in the country. We talk about Japan’s corporate culture, and how it has changed over the years.

We discuss the opportunity the Japanese stock market represents on the basis of fundamentals as the stock market now trades at the lowest valuation in 30 years, and what it’s going to take to get the market moving. We even get into the recent positions Warren Buffett has taken in a few Japanese firms.  

All this and more in this special best ideas episode with WisdomTree’s Jeremy Schwartz and Jesper Koll.

Oct 14, 2020

In episode 255 we welcome our guest, Matt Peterson, Managing Partner of Peterson Capital Management. In today’s episode, we’re getting into concentrated, deep-value investing. We get into Matt’s long-term value based framework and a truly concentrated portfolio of about 12 names right now.

We cover his position entry strategy of writing cash-secured puts, which has helped the fund during periods of heightened volatility like we’ve experienced recently. We explore some interesting insights on Charlie Munger’s Daily Journal Corporation, and jumping on the opportunity to purchase Berkshire class B shares by writing puts as shares came down in price earlier in the year.

We get into some high level thoughts on the economy, the risk of holding cash and bonds, and the need to be prepared for some inflation down the road.

All this and more in episode 255 with Peterson Capital Management’s, Matt Peterson.

Oct 12, 2020

In episode 254 we welcome our guest, Ken Nguyen, co-founder and CEO of Republic. In today’s episode, we’re talking startups, and how to make private investing widespread and available to everyone.

Traditionally, investment minimums have been high, but in grappling with their mission to bring startup investing to the masses, Republic has brought investment minimums down to twenty and even ten dollars in some cases. We get into Republic’s investor friendly model, and some of the advantages companies may gain from fund-raising on the platform.

We cover some background on laws that shaped who can invest in private companies and discuss recent developments that have brought about some welcome change to accredited investor rules. As we wind down, you definitely don’t want to miss the innovative approach Republic has taken to offer yet another iteration on startup investing through the Republic Note.

All this and more in episode 254 with Republic’s Ken Nguyen.

Oct 7, 2020

In episode 253 we welcome our guest, Carl Chang, founder and CEO of Kairos Investment Management. In today’s episode, we’re talking real estate. It’s not every day I get a chance to talk with a pizza entrepreneur, successful real-estate investment management firm CEO, or Federal Reserve Bank of San Francisco Board Member. Carl is all three.

We get into Carl’s backstory and kicking off his career in the real estate business as a steward of family money. We discuss his firm’s investment criteria, looking at the fundamental core value of bricks and mortar, and evaluating opportunities by understanding whether or not they think they can make money in downside scenarios and earn durable cash flow. Carl reminds us that real estate is not all about yield, and walks us through what he was seeing in the early 2000s that made him a net seller during that period.

We talk about what the real estate landscape looks like going forward, from opportunities on the debt side of real estate to multifamily housing. As we wind down, we discuss Carl’s role as a board member of the Federal Reserve Bank of San Francisco and what it’s been like to launch an innovative spin on pizza with Pieology.

All this and more in episode 253 with Kairos’ Carl Chang.

Oct 5, 2020

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 4

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.

Enough from me, let’s let Vineer take over this special episode.

Sep 30, 2020

In episode 252 we welcome our guest, Cem Karsan, Founder and Senior Managing Partner of Aegea Capital Management.

In today’s episode, we’re getting deep into the weeds of market volatility. We hear from Cem about cutting his teeth in market making and S&P 500 equity options and eventually launching a strategy focused on long-volatility.

We get into structural inefficiencies around market vol that tend to increase during times of market stress. We talk about what the year has looked like so far from his perspective, and the feedback loop and risks associated with liquidity, compressed risk premia, and a low-yield environment. We chat about what he sees markets pricing in and risk perceptions around the election, and some trade ideas to potentially take advantage of what he believes is mispriced volatility in the December to January period.

All this and more in episode 252 with Aegea’s Cem Karsan.

Sep 28, 2020

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Global Value ETF (GVAL).

Meb walks through why it’s important for investors to consider valuations in their process, and how investors can be thinking about portfolio positioning given stock market valuations around the world. He offers a historical perspective on market valuations through the lens of the Shiller PE ratio, often referred to as the Shiller CAPE ratio.

He covers the home bias phenomenon, which shows that investors tend to invest more heavily in their home countries. He talks about why this bias should be avoided, and that going back to 1980, US and foreign stocks have traded at similar valuations. He goes on to point out that, from a valuation perspective, no specific market is any more special and deserving of a long-term valuation premium than any other.

As the episode winds down, Meb walks through the portfolio construction process of the ETF.

All this and more in this Cambria Fund Profile Series episode, featuring the Cambria Global Value ETF (GVAL).

Sep 23, 2020

In episode 251 we welcome our guest, Robert Jacobson, entrepreneur, advisor, and founder of Space Advisors, a strategic consulting firm for space startups. In today’s episode, we’re jumping into the space industry.

Robert has a new book out, Space Is Open For Business, The Industry That Can Transform Humanity. Through his career, investments, and his process of research and writing his book, he’s acquired a wealth of knowledge that we get into today.

We cover some of the historical groundwork on the space industry. We discuss ‘New Space,’ some interesting work that’s being developed, and what the funding scene looks like right now. We later get into global space, and some recent initiatives around the world to establish space industry presence.

All this and more in episode 251 with Space Advisors’ Robert Jacobson.

Sep 21, 2020

In episode 250 we welcome our guest, Kevin Gibbon, co-founder and CEO of Airhouse. In today’s episode, we’re talking about easing the frustration of shipping, operations and logistics for ecommerce companies.

We don’t often hear about the trials and tribulations many founders go through when starting and running businesses. Kevin shares what it was like to launch and run a business that he ultimately was forced to close. He shares the hard lessons he learned, and importantly, the insights he was able to extract and later breathe into a brand new effort with his current company, Airhouse.

We talk about the pain point direct-to-consumer brands face when it comes to operations and logistics. We walk through the technology Airhouse is bringing to the table and the deep knowledge they’re learning about warehouses based on their own network data that’s enabling superior matching for customers. Kevin shares his goal that one day, Airhouse might empower the solo entrepreneur to have a 20-30 million-dollar brand.

All this and more in episode 250 with Airhouse’s Kevin Gibbon.

Sep 16, 2020

In episode 249 we welcome our guest, Ben Savage, Partner at Clocktower Technology Ventures. In today’s episode, we’re diving into VC and innovation in the financial services industry.

Ben has had an interesting path, and having spent some time at Bridgewater along the way, we spend a bit of time on high level thoughts about investing, allocation, and risk parity strategies.

We get into the heart of what Clocktower Technology Ventures is all about. We talk about the small allocation of venture capital dollars financial services industry has received relative to tech and life sciences, and get the lowdown on why this pocket of the startup world is so compelling. We even get the rundown on a couple of portfolio investments, and what makes them so exciting.

All this and more in episode 249 with Clocktower Technology Ventures’ Ben Savage.

Sep 14, 2020

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 4

You’ll hear from some of the most respected money managers and investment researchers from all over the planet.

Enough from me, let’s let Anil take over this special episode.

Sep 9, 2020

In episode 248 we welcome our guest, JC Parets, Founder and Chief Strategist of All Star Charts. In today’s episode, we’re talking technical analysis, and what’s going on in the markets right now. We cover JC’s jump into technical analysis as a way to seek a better way to manage risk responsibly.

We chat about his process of going through thousands of charts each week to help him see what’s going on in markets all over the world. We get into what’s going on in markets right now, stocks making new highs, rotation into emerging markets, a weaker US dollar, and July’s best performing index, the Dow Jones Transportation Average.

He even offers a simple and refreshing answer to the question of what would make him turn bearish right now.

All this and more in episode 248 with All Star Chart’s JC Parets.

Sep 7, 2020

In episode 247 we welcome our guest, David Oates, CEO and Co-Founder of Curtsy. In today’s episode, we’re talking about running a company completely designed around making it easy for people to buy and sell clothes.

We chat about the pivot the company took from launching as an app allowing women to rent clothing from each other to an app focused on buying and selling. We discuss some of the user-friendly features that have moved the needle for the company, like the effort put into curating and merchandising the items to the Curtsy shipping kit that keeps users from needing to leave their home to ship items.

Curtsy has found themselves in the fortunate position of increased growth during this environment, but our guest lets us in on what the team is focused on in the near future, and what they are excited about as they look ahead.

All this and more in episode 247 with David Oates.

Sep 2, 2020

In episode 246 we welcome our guests, the legendary Eric Sprott, and Oxygen Capital’s Mark O’Dea. In today’s episode, we’re talking gold, silver, mining and exploration.

We talk about recent performance, and the popularity of gold among some high-profile institutional investors. We get into the lifecycle of mining and exploration companies, and allocating capital over the full lifecycle. We hear the story of the Gold Corp. Challenge, and how that became the launch point that took Mark O’Dea from contract geologist to running what would later become a multi-billion takeout by Newmont.

We discuss the M&A appetite in the sector, and cover some practical thoughts on how investors can put some of the things from this conversation together to potentially implement a few ideas for their own portfolio.

All this and more in episode 246 with Eric Sprott and Mark O’Dea.

Aug 31, 2020

In episode 245 we welcome our guest Éva Goicochea, founder and CEO of Maude.

In today’s episode, we’re talking about building a modern business around sexual wellness. We start with Éva’s background in the business world, and as a legislative aide in healthcare during her early career.

We talk about launching Maude, the origin story, and the need for a brand that can push to de-stigmatize sex and focus on intimacy and wellness for all people. We discuss the evolution of the sexual wellness industry, and the laws that shaped the industry we’re familiar with today. We get into innovating sexual wellness products, and how Maude is doing that from a core base of quality, inclusive, essential products, and modern packaging.

We dive into the business, some of the interesting challenges the company has faced recently, from dealing with trying to keep products in stock, global supply chain issues during COVID, and finalizing a 3rd round of funding.

All this and more in episode 245 with Maude’s Éva Goicochea

Aug 26, 2020

In episode 244 we welcome our guest, long time trader and trend follower, Tom Basso. In today’s episode, we’re talking trend following and trading.

We start with some of Tom’s early trades, cutting his teeth on corn futures, and, as a disciplined trend follower, going through hell before a silver futures trade was in the books for a nice gain. We discuss power laws and outliers, and his finding that it sometimes came down to a handful of trades that made the difference between profit and breaking even, or even losing money for the year.

We cover the critical concept of position sizing, and why it has been a cornerstone of Tom’s trading systems over the years. We get into the mental side of investing, and as we wind down, Tom lets us in on the virtues of trading multiple, symbiotic strategies.

All this and more in episode 244 with Tom Basso.

Aug 12, 2020

In episode 243 we welcome our guest, Doug Ludlow, CEO of MainStreet. In today’s episode, we’re talking about saving meaningful money.

We kick off the conversation with MainStreet’s launch of an incentive campaign that would pay people $10,000 to leave the Bay Area. As a result, they received an influx of local and state governments reaching out to inform them of their own incentive programs.

This caused MainStreet to shift the product vision to serve the small business and startup community as a government relations and finance team, making it easy to gain access to the same tools and incentive programs being used by sophisticated corporate finance groups. Better yet, the average company is saving around $50,000 per year!

We dive into the user experience of integrating MainStreet into HR platforms, and even get into some of the tax credits out there, some of the qualifications to access them, and the success-based business model the team has implemented.

All this and more in episode 243 with Doug Ludlow.

Aug 5, 2020

In episode 242 we welcome our guest, Ham Serunjogi, co-founder and CEO of Chipper Cash. In today’s episode, we’re talking cross border peer-to-peer money transfer.

We walk through the reality of limited access to easy and seamless money interaction available to many people outside of the US and other more developed regions of the world. We chat path the road Chipper Cash has taken to develop an easy-to-use P2P money transfer platform in Africa, which has the highest cost of sending money in the world.

We even get into the thinking behind launching the product, resisting the urge to go 0-100 right out of the gate, and taking time to process high-value feedback in order to continue to develop and improve the offering.

All this and more in episode 242 with Ham Serunjogi.

Jul 29, 2020

In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today’s episode, we’re talking markets.

We jump right in with a walk through of Leuthold’s sober 10-year market forecast. We talk about valuation spreads between growth and value, and Leuthold’s thinking about how to be positioned based on takeaways from their research.

We get into thoughts on the US dollar, commodities, the opportunity in foreign markets, and the fallout in earnings power from the recent downturn.

All this and more in episode 241 with Doug Ramsey.

Jul 27, 2020

In episode 240 we welcome our guest, Stefan Batory, co-founder and CEO of Booksy. In today’s episode, we’re talking about helping folks in the hair and beauty industry get organized and get their time back when it comes to scheduling customers.

We discuss the headaches and time-sink these professionals experience when it comes to scheduling; the majority of them are still using some type of manual or non-digitalized solution when it comes to scheduling. We cover launching and growing the business, the fragmented nature of the industry, and the massive opportunity for Booksy as they address the market, which represents hundreds of billions of dollars in services globally.

As we wind down, we even touch on some memorable moments of gratitude the Booksy team has received from customers that have achieved a better and healthier work/life balance.

All this and more in episode 240 with Stefan Batory.

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