Today’s guest is Peter Ngunyi, founder and CEO of EarlyBird Venture Lab, which provides growth, acquisition and funding strategy for early-stage tech startups.
In today’s episode, we’re talking to someone who’s seen the growth of the continent first hand over the last 40 plus years. Peter begins by touching on his recent transition from operator to investor to help solve startups get access to capital. He explains why African’s have historically mostly seen real estate as the only investment option but are now starting to invest in startups. We hear about areas he’s excited about like retail tech and fintech, and of course some companies he’s excited about.
As we wind down, Peter shares why Africa needs to pave it’s own path and not just copy the US or Chinese model.
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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
Today’s guest is Duncan Kelm, managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes.
In today’s episode, we’re talking about everyone’s favorite subject – taxes! Tax day is less than 2 months away so this couldn’t be timelier. Duncan walks us through some tax breaks for businesses, individuals & private investments.
We touch on the difference in taxes within the US and then get into the Employee Retention Tax Credit, which Duncan pounds the table about why more people need to know about it. Then we get into my personal favorite, yes, QSBS. We also touch on Opportunity Zones, which long-time listeners have heard us talk about before.
Duncan provided resources related to the conversation today: Employee Retention Tax Credit & his Top Tax Strategies.
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For detailed show notes, click here
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Today’s guest is Laurens Swinkels, Robeco’s Head of Quant Strategy and one of my favorite authors.
In today’s episode, we walk through some of Laurens’ favorite research. We begin with the global market portfolio, how it’s evolved over time and where crypto fits in today. Then we talk about his research on factor performance dating back to the 19th century.
We also cover his framework for determining expected returns for all major asset classes and why he and his team decided to include climate change in that analysis for the first time this year.
Be sure to stick around until the end when we touch on sin stocks, ESG, and even the tokenization of real estate and other assets.
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To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Today’s episode is sponsored by MUD\WTR. MUD/WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off.
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Our guest is Vinesh Jha, founder and CEO of ExtractAlpha, an independent research firm dedicated to providing unique, actionable alpha signals to institutional investors.
In today’s episode, we’re talking all things quant finance and alternative data. Vinesh walks through his background at StarMine, which built a Morningstar-esque company for equity research, and then dives into what he’s doing today at ExtractAlpha. He shares all the different ways he analyzes alternative data, whether it’s looking at sentiment and ticker searches or using natural language processing to analyze transcripts from earnings calls. Then he shares whether or not he thinks alternative data can help investors focused on ESG.
As we wind down, we touch on ExtractAlpha’s merger with Estimize and the ability to crowd source financial intelligence.
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For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover Meb’s experience investing in startups, including:
Resources:
Episodes with founders Meb's invested in
Episodes with VC's and Syndicate Leads
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Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list.
Our guest today is Eric Crittenden, Chief Investment Officer of Standpoint Asset Management, an investment firm focused on bringing all-weather portfolio solutions to US investors.
In today’s episode, we’re talking with one of the true systematic investors out there. We start by discussing the potential impact of inflation on investors’ portfolios. Then Eric shares what led him to start a new firm focused on giving people what they need in a format they want – a mix of trend following and global equity beta. We touch on diversification and why Eric’s a true believer in trend following.
To listen to Eric’s first appearance on the podcast, click here
To listen to Eric’s second appearance on the podcast, click here
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Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Value and Momentum ETF (VAMO).
Meb walks through the strategy, which provides exposure to stocks focused on value and momentum metrics, while having the ability to tactically hedge the equity portfolio with strict risk control methods that are completely systematic.
He looks back at the fund’s underperformance prior to 2021, and sheds light on the strategy’s headwinds in recent years.
As the episode winds down, Meb offers some notes from a recent Cliff Asness paper on why the setup for value is as attractive today as it’s been over the past 50 years and explains why he’s excited about this strategy going forward.
In episode 388, we welcome our guests, Scott Lynn and Masha Golovina, the CEO and Head of Acquisitions for Masterworks, the newly minted unicorn that’s providing everyone the ability to invest in top tier blue-chip art.
In today’s episode, we start with an update since we first talked with Masterworks back in late 2020. We hear how the company has become the largest art buyer in the world, spending about $45 million per month with over 320,000 investors on the platform. We talk about some trends impacting the art market like inflation and NFTs. Then we spend some time on the acquisition process of paintings. We walk through the difference between buying paintings at auction and private markets and which factors have the greatest impact on prices over time.
This is unlike any episode Masterworks has done before!
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Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.