In episode 199 we welcome our guest, Peter Livingston. Peter and Meb spend some time on Peter’s background and his experience as an engineer and a founder.
They then dive into venture capital investing and Peter’s thoughts on the corporate VC model. That leads right into Peter’s early investment experience in private companies and trying to raise a fund of his own.
Peter explains that trying to raise a fund led him to a unique place and a perspective on the traditional VC model that ultimately was the origin behind his firm, Unpopular Ventures. He spends time explaining why he feels the syndicate model is superior to the VC model, and the rapid pace of growth he’s experienced since launch.
Meb then asks Peter to get into some of the investments he’s made.
As the conversation winds down, Peter touches on his thoughts for the future.
All this and more in episode 199.
In episode 198 we welcome our guests, Rabi Gupta and Satwick Saxena. Rabi and Satwick walk through the early days of EvaBot and how the pair started the company accidentally as a way to improve their networking efforts in Silicon Valley. As a result of some feedback, they launched their company, EvaBot.
They discuss building the product from an idea, and deciding that a bot was the solution that would make the product work paired with some additional automation in their operations.
Meb follows with some questions on EvaBot’s target market. Rabi and Satwick discuss traction in the real estate and mortgage industries, but feel there are other verticals that offer use cases for EvaBot.
The conversation then transitions into the company’s experience with funding. The pair get into their seed round in 2017 and the growth they experienced after that round which served as validation of product market fit.
As the conversation winds down, Rabi and Satwick dive into the process behind sourcing all of the great gift products they offer.
All this and more in episode 198, including a can’t miss offer at the end of the episode from Rabi and Satwick.
In episode 197 we welcome our guest, Rick Rule. Rick and Meb start with Rick’s background in natural resource investing and Rick getting into his outlook for resources and precious metals.
Meb and Rick dive into some of the forces that he sees influencing gold and precious metals prices including negative yielding sovereign bonds, US budget deficits, and potential reversion to the mean for precious metals investing market share.
Rick then covers some interesting statistics Sprott has observed in investor interest in natural resource investing.
The conversation then shifts to commodities and natural resources more broadly. Rick talks oil and uranium followed by some practical thoughts on portfolio implementation.
All this and more in episode 197, including Rick’s most memorable investment.
In episode 196 we welcome our guest, Minnie Ingersoll. Minnie and Meb start the conversation by getting into venture capital investing and the nature of investing in early startup companies focused on software and data. They get into Minnie’s firm, TenOneTen Ventures and some of what goes into the process of evaluating potential investments.
Minnie covers some companies she and her team are particularly excited about. The conversation then shifts to discussing the VC presence and growth in LA.
Minnie then moves on to discussing more about the investing process, covering some of the criteria the TenOneTen team think is important to see in founders they are working with, including, the entrepreneur being aligned with the belief that there’s a billion-dollar outcome.
All this and more in episode 196, including Minnie’s experience as a co-founder and her most memorable investment.
Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it.
This year, we’re bringing you the entire volume of The Best Investment Writing Volume 3 in podcast format.
You’ll hear from some of the most respected money managers and investment researchers all over the world.
Contributors: Jack Vogel, Paul Novell, Mike Philbrick, Rob Arnott, Aswath Damodaran, Corey Hoffstein, Bob Seawright, Wes Gray, Justin J. Carbonneau, Gary Antonacci, Larry Swedroe, Scott Bell, Jack Forehand, Ray Micaletti, Todd Tresidder, Ben Johnson, and Frazer Rice.
Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal
Hear Bill Smead discuss his firm’s value investing process, his view of the investing landscape, and his thoughts about millennials being in position to drive the economy in the future.
Next, dig into Cam Harvey’s 1986 dissertation, his research on inverted yield curves and what that means for economic growth and various asset classes, and some thoughts on cryptocurrency and blockchain technology.
Finally, listen to Raoul Pal and his take on global growth, where he thinks investment opportunity lies, his discussion of “The Doom Loop,” and risks to the global economy.
All this and more in our replay of the top podcasts of 2019.