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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.
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Now displaying: Page 6
Jan 31, 2022

In episode 387, we welcome our guest, Whitney Baker, founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique.

In today’s episode, Whitney shares her flows based macro lens for looking at the markets, one she honed at famed shops like Bridgewater and Soros Fund.  She says we’re experiencing a cyclical and secular regime change that the market has yet to adjust to.

Then Whitney shares why she believes the US is in an once-in-a-lifetime bubble…and at the same time have a once-in-a-generation value opportunity in broad sections of EM. We touch on the implications of this for both foreign and domestic markets and hear where she sees opportunity.  

Whitney shared one of her recent research pieces which are normally only for a select number of the world’s most sophisticated investors, so be sure to check it out here. It – is – fire.

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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.

Jan 26, 2022

In episode 386, we welcome our guest, John Arnold, arguably the best natural gas trader of all-time and now one of the largest philanthropists in the US, giving away almost half a billion dollars a year.  

In today’s episode, we start with John’s rapid rise at Enron and later launching his own fund, Centaurus Advisors, which posted eye-popping returns and led him to become the youngest billionaire in the US in 2007. We talk about the mindset that helped him become a successful trader, and even touch on the time he took the other side of Amaranth Advisors in a famous trade.

Then we hear why, before the age of 40, he decided to wind down his fund, focus solely on philanthropy, and commit to giving away most of his fortune during his lifetime. We talk about some of the problems he’s tackling around public finance, election reform and health care, and hear what has surprised and frustrated him along the way.

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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.

Jan 24, 2022

In episode 385, we welcome our guest, Jeff Shaw, founder of Underground Cellar, a new way to discover, buy, and store limited edition wines.

In today’s episode, we’re talking to one of the most passionate, gritty, and determined entrepreneurs around. Jeff begins by explaining where he got the idea to gamify the wine buying process.  He shares how the company works – the process of buying the wine, the upgrade algorithm, and the logistics of storing the wine.

Then we hear how Mark Cuban turned him down multiple times, and leveraged that to get an investment from Shark Tank’s Barbara Corcoran. We talk about the experience of going through Y Combinator, raising money from Jason Calacanis, and what lies ahead for this fast growing startup.  

As a special offer for listeners of the show, visit Undergroundcellar.com and use the code MEB to get $100 off your first order of $150 or more.

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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.

Jan 19, 2022

In episode 384, we welcome our guest, Robert Cantwell, founder and Chief Investment Officer of Upholdings and portfolio manager for the Compound Kings ETF.

In today’s episode, we’re talking to the first person to convert a hedge fund into an ETF and invest in a private company through an ETF. Robert shares why he chose to do the conversion and some benefits of the ETF structure, including transparency, taxes and even short lending to generate income.

Then we get into his ETF, ticker K-N-G-S. We talk about Robert’s philosophy for running a concentrated portfolio of companies that he defines as compounders. We hear his thought process for analyzing a company and he uses Facebook as an example.

As we wind down, we touch on the Chinese Internet stocks and how investors should think about geopolitical risk when investing abroad.

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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 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.

Jan 17, 2022

In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse.  His previous experience at Disney, Google and Venmo gives him a unique perspective on these areas.

In today’s episode, we have a primer on Web3 from someone who’s deploying over $100 million into the space over the next few years. We start with an overview of stablecoins and their role in Web3. Then we get into NFTs and how they relate to DAO’s – decentralized autonomous organizations. We even hear how Mike helped launch LinksDAO, which raised over $10 million in 48 hours with the goal of creating one of the world’s greatest golf clubs.

As we wind down, we hear about some existing portfolio names and why Mike is bullish on the metaverse.

  • (0:39) – Intro
  • (1:24) - Welcome to our guest, Mike Dudas
  • (2:29) - Early career at Disney, Google and Venmo
  • (9:14) - Working for Paxos
  • (12:30) - Overview of Web3
  • (15:49) - Overview of stablecoins & their importance
  • (25:45) - Overview of NFTs
  • (29:36) - Mike’s involvement with LinksDAO
  • (40:20) - The possibility of a DAO buying a professional sports team
  • (45:45) - The focus of his firm, 6th Man Ventures
  • (49:25) - Some cool companies he’s invested in
  • (55:23) - The biggest thing he wants to see come to fruition in 2022
  • (57:59) - Learn more about Mike; Twitter @mdudas; 6thman.ventures

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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.

Jan 12, 2022

In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.

In today’s episode, we’re diving into the private credit market. Dan walks us through the process of sourcing private deals, the intricacies around structuring, and his framework for hedging currencies and commodities on a deal-by-deal basis. Then Dan explains why he thinks the CLO market is looking a little bubbly and the impact of COVID on his portfolio. Of course we talk about some examples of his recent deals, including one you’ll love hearing about with the AC Milan soccer club.

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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.

Jan 5, 2022

In episode 381, we welcome our guest, Leonard Mlodinow, a theoretical physicist and best-selling author of a number of books, including The Drunkard’s Walk: How Randomness Rules Our Lives and Emotional: How Feelings Shape Our Thinking, which releases next week!  

In today’s episode, we look at the relationship between our emotions and decisions. Leonard explains how emotions can make us emphasize or de-emphasize certain beliefs and even completely ignore certain data points. Then we dive into how emotions impact our investment decisions. We hear what studies say about how the best traders handle their emotions and talk about the role of social and emotional contagion on financial markets.  

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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.

Dec 29, 2021

Episode 380 is a replay of The Meb Faber Show’s top podcasts of 2021. Guests include Jeremy Grantham, Chris Cole, & Jeff Seder. 

(2:53) - Jeremy Grantham puts 2020 in historical context, shares where he sees value outside of the US stock market, and discusses why he's so bullish on venture capital.

(1:21:53) - Chris Cole covers the optimal portfolio to help you grow and protect your wealth for the next 100 years.

(2:42:31) - Jeff Seder shares the best moneyball story you've never heard. He tells us how he used a quantitative approach to discover 2015 Triple Crown winner, American Pharoah.

Click here to listen to the top podcasts of 2020

Click here to listen to the top podcasts of 2019

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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 GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show."

Dec 27, 2021

This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world. 

Contributors: 

(2:36) - Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends

(31:17) - Jack Vogel, Alpha Architect – Value Investing: An Examination of the 1,000 Largest Firms

(45:09) - Brian Barish, Cambiar Investors – The Virus Plaguing Value

(1:03:55) - Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming

(1:29:25) - Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited

(1:43:26) - Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes

(2:02:09) - Sean Duffin, Cambridge Associates – Benefits of Global Diversification

(2:18:50) - Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns

(2:29:35) - John Pease, GMO – Value: If Not Now, When?

(2:48:03) - David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts

(3:00:06) - Vineer Bhansali, LongTail Alpha – Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities

(3:09:50) - Laurence Siegel, CFA Institute Research Foundation – Debunking Nine and a Half Myths of Investing

(3:37:35) - Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics

Click here to listen to Volume 4

Click here to listen to Volume 3

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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 GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show."

Dec 22, 2021

In episode 379, we welcome back our guest, Peter Livingston, founder of Unpopular Ventures, which invests in early stage technology startups around the globe.

In today’s episode, we hear what’s gone on with Unpopular Ventures since Peter’s first appearance last year and what led him to hire multiple partners to build out his syndicate. Then we take a look at the investment landscape in places like Asia, Africa, and Latin America and hear what he thinks about the high valuations in the private market today. And of course we walk through some names, including Jeeves, his best performing investment.

Be sure to stick around to the end to hear what Peter thinks about some recent news in the venture space about Tiger Global & Sequoia.

To listen to Peter’s first appearance on The Meb Faber Show, 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 GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show."

Dec 20, 2021

In episode 378, we welcome our guest, Cullen Roche, founder and Chief Investment Officer of Discipline Funds, a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.

In today’s episode, Cullen begins by sharing his framework for thinking about inflation and the impact of both monetary and fiscal policy. He explains the difference between the response to the Great Financial Crisis and what we’re experiencing today and then shares what he expects inflation to look like over the next few years.

Then we get into Cullen’s newest venture, the Discipline Funds ETF, ticker DSCF. He walks us through why he chose to start the fund, the tax benefits of holding low cost index funds in an ETF wrapper when rebalancing, and what the process of launching an ETF was like.

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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 GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show."


Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors.  Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.

Dec 15, 2021

In episode 377, we welcome our guest, Garrott McClintock, a fifth-generation farmer and the Chief Operating Officer of AcreTrader, a farmland real estate investment company offering individuals access to low minimum passive farm investments.

In today’s episode, we’re talking all things farmland live from the 2021 Farmland Investing Summit. We talk about the process of sourcing farms and building out the farmland-investing ecosystem. Then we talk about some of the macro tailwinds, the possible risks to the asset class, and the long-term vision of AcreTrader.

Be sure to stick around to hear about my own farm I purchased through AcreTrader in Nebraska!

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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

-----

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.

Dec 13, 2021

In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform.

In today’s episode, we’re talking with one of the most successful fintech startups around!  Jason is building an alternative to existing custodians with a mission to make independent financial advice better, more affordable, and more accessible.  We get into some of the benefits to aadvisors and how they aligned their fee structure to benefit advisors and their clients.

Then we get into the future of financial advice. We touch on fees, mutual funds, ETFs and direct indexing, and some of the structural issues embedded within the financial services industry. 

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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

-----

Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.

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.

Dec 10, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, 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 5. 

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 Dan take over this special episode. 

To read the original piece, 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

-----

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.

Dec 8, 2021

In episode 375, we welcome our guest, Jonathan Fell, founder of Ask Park Capital, where he manages the Global Consumer Franchise funds.

In today’s episode, we’re talking all things consumer staples and tobacco stocks. Jonathan has covered the space for over 30 years and shares the drivers behind successful consumer staples. Then we walk through the evolution of the tobacco industry and why he likes the setup for tobacco stocks today. We touch on the company’s current valuations, factor profile, return drivers, and the impact of ESG.  

As we wind down, Jonathan shares the impact of direct-to-consumer companies on large incumbents.

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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

-----

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.

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Disclaimer: Ash Park Capital LLP (“Ash Park”) is authorised and regulated by the Financial Conduct Authority in the United Kingdom (the “FCA”). Ash Park does not offer investment advice or make any recommendations regarding the suitability of its products.  This communication does not constitute an offer to buy or sell shares or interest in an Ash Park Fund. Nothing in these materials should be construed as a recommendation to invest in an Ash Park Fund or as legal, regulatory, tax, accounting, investment or other advice. Prospective investors in an Ash Park Fund should seek their own independent financial advice. The offering materials for an Ash Park Fund may only be distributed in accordance with the laws and regulations of each appropriate jurisdiction in which any prospective investor resides.

 

Past performance is not necessarily a guide to future performance. Ash Park has taken all reasonable care to ensure that the information contained in this podcast is accurate, however it does not make any guarantee as to the accuracy of the information provided. While many of the thoughts expressed in this document are presented in a factual manner, the discussion reflects only Ash Park’s beliefs and opinions about the financial markets in which it invests portfolio assets following its investment strategies, and these beliefs and opinions are subject to change at any time.

Dec 6, 2021

In episode 374, we welcome our guest, Phil Huber, Chief Investment Officer of Savant Wealth management, an independent, fee-only wealth management firm, and the author of The Allocator's Edge: A modern guide to alternative investments and the future of diversification.

In today’s episode, we’re talking all things alternatives! With the traditional 60/40 portfolio facing some headwinds going forward, investors and advisors may be looking to add alternatives to their portfolios, so Phil wrote an overview of the different alternative asset classes. We walk through the different alternatives, what sleeve of the 60/40 they should replace, and then talk about the behavioral aspects of implementing some of these ideas.

Be sure to stick around and hear what Phil thinks about the collectibles space as they’re becoming more accessible to investors, and what collectibles he has himself.

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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

-----

Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber

Dec 1, 2021

In episode 373, we welcome our guest, Tim Maloney, co-founder and Chief Investment Officer for Roundhill Investments, an ETF sponsor focused on thematic and sector-specific investing.

In today’s episode, we’re getting meta! Tim begins with an overview of Roundhill and the firms’ unique strategy around distribution. Then we dive into some of their funds, most notably the fund focused on the metaverse with a ticker I bet Mr. Zuckerberg wish he had. We touch on funds that are focused on e-sports, sports betting and streaming, and even a couple of funds that were launched as a partnership with former podcast guests Tobias Carlisle and Chas Cocke!

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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.

Nov 29, 2021

In episode 372, we welcome our guest Chas Cocke, founder of LB Partners and previously one of the founding partners of Investure, a firm that started the outsourced CIO model that’s popular today.

In today’s episode, we begin by discussing Chas’ time at Investure and what it was like to work with the top money managers in the world. He covers some trends he sees in the institutional and hedge fund space around both fees and the convergence of public and private markets.

Then we get into Chas’ newest venture, which, as he puts it, will invest in anything, anywhere, unconstrained. We get into its unique structure and talk some of the areas he’s already put money to work. We even discuss his partnership with this coming Wednesday’s guest to launch the IO Digital Infrastructure ETF, ticker BYTE.

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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

-----

Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.

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.

Nov 26, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, 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 5. 

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 Laurence take over this special episode. 

To read the original piece, 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

-----

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.

Nov 24, 2021

In episode 371, we welcome our guest, Frank Holmes, the CEO of not one but two companies – U.S. Global Investors, an investment manager with both ETFs and mutual funds, and HIVE Blockchain, the first cryptocurrency mining company to go public.

In today’s episode, we’re talking ETFs and crypto! Frank starts by sharing what piqued his interest in crypto and why he chose to go down the mining path instead of pursuing a Bitcoin ETF. He offers some macro perspective on crypto and how it differs from gold. Then we turn to the ETF space and hear about Frank’s hit ETF, JETS, which focuses on the airline industry and caught fire in 2020 after the March decline as retail interest skyrocketed.

Be sure to stick around until the end when Frank shares the thesis behind his newest ETF around the marine shipping and air freight industries.

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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

-----

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.

Nov 22, 2021

In episode 370, we welcome our guest, Ashley Flucas, founder of Flucas Ventures and General Counsel and Partner for a real estate finance fund.

In today’s episode, we hear how someone with a capital markets law background transitioned into venture investing. Ashley walks us through her path to break in to the world of venture capital, first by participating in deals on AngelList, then building out her own syndicate. She shares how COVID accelerated the transition, allowing her to capitalize on both the lack of capital and shift to a remote world. She shares her investment philosophy, why she benefits from a non-tech background, and what it’s like writing checks while being based in Florida.

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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

-----

Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.

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.

Nov 19, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, 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 5. 

 

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. 

 

To read the original piece, click here.

 

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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.

Nov 17, 2021

In episode 369, we welcome our guest, Maya Horgan Famodu, founder of Ingressive Capital, a VC fund focused on early stage African tech, and believed to be the youngest person to launch a tech fund in Sub-Saharan Africa.

 

In today’s episode, we start with Maya’s journey to the African tech scene.   She lays out the factors behind the recent explosion in funding that the continent has recently seen - strong demographics, high growth, and rapid tech adoption.  Then we get into some companies she’s invested in, specifically a lot of “X for Africa,” the African equivalent of companies like Stripe, Robinhood, Flexport, and Plaid. And we even touch on 54gene, which we highlighted in episode 345.  

 

As we wind down, we hear what lies ahead for Maya now that she just finished raising her second fund of $50 million.   

 

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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.

Nov 15, 2021

In episode 368, we welcome our guests, Corey Hoffstein, CIO and co-founder of Newfound Research, and Rodrigo Gordillo, President and PM at ReSolve Asset Management

In today’s episode, we’re talking about return stacking! Corey and Rodrigo joined forces to try and tackle the issue of how to generate returns in an environment with stretched equity and fixed income valuations. We hear how using a little bit of leverage to the traditional 60/40 portfolio can provide more than one dollar of exposure for every dollar invested. Our guests then walk us through what strategies investors can stack on top of their 60/40 portfolio, including global systematic macro, trend following, and tail hedging, and what that does to the risk/return profile.

Be sure to stick around until the end to hear stories about what life is like for people who have actually lived in an inflationary environment.

Please enjoy this episode with Newfound Research’s Corey Hoffstein and ReSolve Asset Management’s Rodrigo Gordillo.

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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 Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.

 

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.

Nov 12, 2021

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, 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 5. 

 

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 Erika van der Merwe take over this special episode on behalf of David, Pim & Guido. 

 

To read the original piece, click here

 

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Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, visit mebfaber.com/podcast

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.

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