In episode 367, we welcome our guest, Robert Lawson, director of the Bridwell Institute for Economic Freedom at (SMU) and author of Socialism Sucks: Two Economists Drink Their Way Through the Unfree World.
In today’s episode, we’re talking about some of my favorite topics – capitalism, travel, and beer! Robert traveled around the world to visit socialist countries and let’s just say the crappy beer wasn’t the only thing he didn’t like about the trip. We start by defining what true socialism is, why Sweden isn’t actually a socialist country, and look at Venezuela, Cuba, and North Korea to see what true socialism looks like in the world today. Surprise, surprise: it’s not good. Next, we discuss why socialism has a false utopian vision for the world and the reasons why this terrible idea just won’t go away.
As we wind down, we chat about some current topics in the U.S., including UBI, student-loan forgiveness, and the lack of financial education in schools.
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Today’s 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.
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 episode 366, we welcome our guest, Darius Dale, founder and CEO of 42 Macro, which specializes in macro risk management through the dual lenses of asset allocation and portfolio construction.
In today’s episode, we’re talking all things macro! Darius walks us through his framework for analyzing macro regimes and then uses it to assess where we stand today. We touch on all the hot macro topics – whether inflation is transitory, the impact of supply chain issues, and how the rise of populism in the U.S. will impact markets.
Be sure to stick around until the end of the episode to hear what Darius says is the most important chart in macro today.
Darius was kind enough to put together a comprehensive deck, so be sure to either check out the episode on YouTube to see him walk through the slides, or click here to follow along yourself.
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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 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.
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 John take over this special episode.
To read the original piece, click here.
-----
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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
-----
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 episode 365, we welcome our guest, Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information available anywhere.
In today’s episode, we put today’s market into historical context. We start by looking at the history of interest rates and then hear why the 2020’s may be “The COVID Decade.” Then we touch on whether or not the dominance of the U.S. stock market will continue, what Bryan’s research shows about seasonality in the stock market, and whether we can learn any lessons from past industries that dominated the way the technology sector has of late.
Please enjoy this episode with Global Financial Data’s Bryan Taylor.
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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 FarmTogether. FarmTogether is a technology-powered investment platform that enables investors to channel funding into natural assets, starting with U.S. farmland. By driving abundant and creative capital to farmers, we’re giving investors the opportunity to drive agriculture toward sustainability on a massive scale. Alongside a changing climate, the global population continues to grow, with expectations of reaching 9.7 billion by 2050. This means approximately 70% more food will be required than is consumed today. FarmTogether investors are providing the key financial building blocks for a sustainable future.
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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 episode 362, we welcome our guest, Nancy Davis, founder of Quadratic Capital Management and Portfolio Management for the Inflation Hedge ETF.
In today’s episode, we’re talking all things inflation and options with a self-proclaimed convexity snipper! We start by hearing how a conversation with Cathie Wood opened Nancy’s eyes to the benefits of the ETF structure. Then we discuss Nancy’s IVOL product, which has over $3.5 billion in assets in less than three years, and how it may serve as a valuable portfolio diversifier. We hear what she thinks about the recent Fed commentary, what the yield curve is pricing in today, and what her thoughts are around inflation as we wind down 2021.
Please enjoy this episode with Quadratic Capital Management’s Nancy Davis.
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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
-----
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. Public puts investors first, and don’t sell your trades to market makers or take money from Payment for Order Flow. 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.
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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.
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 Greg take over this special episode.
To read the original piece, click here
-----
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
-----
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 episode 363, we welcome our guest, Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors.
In today’s episode, we’re talking all about risk with someone who’s held Chief Risk Officer roles at Morgan Stanley, Solomon Brothers, Bridgewater, and the University of California pension, and if that wasn’t enough, he also helped write the Volcker Rule while working for the Treasury. Rick begins the episode by walking us through his framework for assessing risk and why the three keys are leverage, liquidity, and concentration. He also shares the lessons he’s learned from surviving the 1987 crash, 2000 tech bubble, and 2008 housing crisis.
As we wind down, Rick shares what led him to start his newest venture and how he plans to assist advisors with risk management for client portfolios.
Please enjoy this episode with Fabric’s Rick Bookstaber.
-----
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.
In episode 362, we welcome our guest, Seth Stephens-Davidowitz, data scientist and author of Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are, which was a New York Times bestseller and an Economist Book of the Year.
In today’s episode, we’re focused on what we can learn from alternative data. We start with Seth’s first book and how mining google search data taught him things about racism, abortion, and yes, even some of our sexual preferences. Then we turn to his upcoming book titled Don’t Trust Your Gut: Using Data to Get What You Really Want in Life and hear what the data says about how to live a better life. Seth walks us through the takeaways for finding a spouse, living healthier, and being happier.
If you’re a data geek like myself, you’ll definitely want to listen to this.
Please enjoy this episode with data-scientist and best-selling author Seth Stephens-Davidowitz.
-----
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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
-----
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. Public puts investors first, and doesn't sell your trades to market makers or take money from Payment for Order Flow. 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.
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 Sean take over this special episode.
To read the original piece, click here.
-----
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.
In episode 361, we welcome our guest, Jeff Hooke, Senior Lecturer at the Johns Hopkins Carey Business School and author of The Myth of Private Equity, which is what we focus on today.
In today’s episode, Jeff pulls no punches when sharing his thoughts on the private equity industry. He likens the belief that private equity has outperformed the market to believing the tooth fairy is real and compares their reporting process to an 8-year-old girl rating her own homework. We dive deeper into the lack of transparency around fees and returns and then discuss the recent approval to allow 401(k) plans to include private equity investments and why that goes against what the great John Bogle believed.
Please enjoy this episode with John Hopkins’ Jeff Hooke.
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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 FarmTogether. FarmTogether is a technology-powered investment platform that enables investors to channel funding into natural assets, starting with U.S. farmland. By driving abundant and creative capital to farmers, we’re giving investors the opportunity to drive agriculture toward sustainability on a massive scale. Alongside a changing climate, the global population continues to grow, with expectations of reaching 9.7 billion by 2050. This means approximately 70% more food will be required than is consumed today. FarmTogether investors are providing the key financial building blocks for a sustainable future.
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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 episode 360, we welcome our guest, Erin Browne, 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.
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.
Next, we look at global equity markets and hear how the U.S. market compares to Europe, China, and emerging markets.
As we wind down, we touch on bonds, interest rates, crypto, and much, much more.
Please enjoy this episode with PIMCO’s Erin Browne.
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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.
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 Amie take over this special episode.
To read the original piece, click here.
-----
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
-----
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 episode 359, we welcome our guest, Aaron Fu, general partner for Sherpa Ventures, which focuses on pre-seed investments across Africa. He’s also the co-founder of Venture for Africa, a fellowship for those interested in working for early stage startups in Africa.
In today’s episode, we hear from someone who’s seen the evolution of the African startup scene since he first moved there in 2015. We talk about the factors behind the explosive growth the continent has seen in the past few years. Then we hear what led Aaron to launch his own fund last year and the stories of companies he’s funded, which exemplify both the opportunities and challenges they face.
As we wind down, Aaron shares the difference between the startup community in Africa and Silicon Valley.
Please enjoy this episode with Sherpa Ventures’ Aaron Fu.
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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
-----
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.
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 episode 358, we welcome our guest, Zachariah George, Managing Partner at Launch Africa Ventures, Africa’s leading early-stage VC fund, and the co-founder and CIO of Startupbootcamp AfriTech, the leading venture accelerator program in Africa.
In today’s episode, we start by hearing how volunteering at an African orphanage changed Zach’s life, convincing him to leave Wall Street and move to Africa to eventually launch the first accelerator there. Then we hear about all the areas technology is touching that Zach is excited about, including education, healthcare, finance, transportation, and more.
As we wind down, Zach shares the challenges companies face when navigating the different countries across the continent.
Please enjoy this episode with Launch Africa Ventures’ Zach George.
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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 brought to you by Vinovest. Vinovest makes it easy to invest in fine wine. Vinovest’s investment platform lets you buy and sell wines that have increased in value like Screaming Eagle and Chateau Lafite. Vinovest provides you with access to some of the finest wines in the world, and takes care of the storage, insurance and authentication of each wine in your portfolio. You can get started in just minutes online. Go to vinovest.co to create an account and invest in fine wine today.
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.
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 Peter take over this special episode.
To read the original piece, click here
-----
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
-----
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 episode 357, we welcome our guest, Marko Papic, Chief Strategist at the Clocktower Group, an alternative investment asset management firm, where he leads the firm’s Strategy Team, providing bespoke research on geopolitics, macroeconomics, and markets.
In today’s episode, we’re talking geopolitics and the markets. Marko recently released the book Geopolitical Alpha and he shares his framework for understanding how geopolitical events will affect the markets. Then we talk current events and how he views them. We talk about the implications of Evergrande and why Marko does not believe China will try to takeover Taiwan. Next we talk about the implications of rising food and commodity prices and whether that will cause social unrest around the globe.
As we wind down, we talk about the ESG and sustainability trend and finish by hearing what Marko thinks about inflation, interest rates and the U.S. stock market.
Please enjoy this episode with Clocktower Group’s Marko Papic.
-----
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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
-----
Today’s episode is sponsored by FarmTogether. FarmTogether is a technology-powered investment platform that enables investors to channel funding into natural assets, starting with U.S. farmland. By driving abundant and creative capital to farmers, we’re giving investors the opportunity to drive agriculture toward sustainability on a massive scale. Alongside a changing climate, the global population continues to grow, with expectations of reaching 9.7 billion by 2050. This means approximately 70% more food will be required than is consumed today. FarmTogether investors are providing the key financial building blocks for a sustainable future.
In episode 356, we welcome our guest, Jim Paulsen, Chief Investment Strategist of The Leuthold Group, an independent investment research firm.
In today’s episode, we’re talking markets with someone who’s been at it for over 30 years. Jim explains why the shift from a depressionary bust to a post-war boom last year was unlike anything he’s seen. Then we talk about where current sentiment is and how investors are positioned. Finally, Jim walks through his framework for analyzing whether inflation is truly transitory and what he expects to happen as the Fed continues to taper.
Be sure to stick around and hear where Jim thinks you should and shouldn’t be invested if we experience a market pullback.
Please enjoy this episode with The Leuthold Group’s Jim Paulsen.
-----
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.
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 Andrew take over this special episode.
To read the original piece, click here.
-----
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
-----
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 episode 355, we welcome our guest, Sheel Mohnot, Better Tomorrow Ventures, a fintech-focused VC fund focused on pre-seed and seed companies around the globe.
In today’s episode, we’re talking with one of the most prolific fintech investors around. We talk about why Sheel’s so bullish on the fintech space and focuses so much on the founders at the seed stage. Then Sheel shares what it was like to raise a fund during COVID with former podcast guest Jake Gibson. He walks through some of the investments he’s made to date and what piqued his interest in each.
As listeners know, I’m excited about the future of Africa, so be sure to stick around to hear why Sheel is also bullish on the region.
Please enjoy this episode with Better Tomorrow Ventures’ Sheel Mohnot.
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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
-----
Today’s episode is brought to you by Vinovest. Vinovest makes it easy to invest in fine wine. Vinovest’s investment platform lets you buy and sell wines that have increased in value like Screaming Eagle and Chateau Lafite. Vinovest provides access, storage, and insurance. All you have to do is sit back, relax, and enjoy a glass of wine. In fact, fine wine has outperformed the S&P 500 over the last 20 years. You can get started in just minutes online. Go to vinovest.co to create an account and invest in fine wine today.
In episode 354, we welcome our guest, Shawn Merani, founder and Managing Partner of Parade Ventures, a pre-seed & seed stage-focused venture capital firm.
In today’s episode, we hear what it’s like to invest at the pre-seed and seed stage from someone who’s invested in companies like Dollar Shave Club, Cruise, Stance, and more! Shawn walks us through what it was like to launch what he called a “venture partner program on steroids” on AngelList years ago. He walks us through his investment philosophy and why he focuses mainly on both the consumer and enterprise space.
Of course we chat about some names, including Inkbox, Homelister, and a company providing software to veterinarians.
Please enjoy this episode with Parade Ventures’ Shawn Merani.
-----
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.
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 Brian take over this special episode.
To read the original piece, click here.
-----
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
-----
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 episode 353, we welcome our guest, Artem Mililchuk, founder and CEO of FarmTogether, an investment platform providing accredited investors with direct access to farmland.
In today’s episode, we’re talking about farmland! Artem is working to allow everyday investors the ability to invest in farmland and has surpassed $100 million AUM with over 30 deals in two years. We start by hearing about the process of buying part of a farm through the FarmTogether platform. We talk about trends in the space, including the impact of inflation, climate change and sustainability.
As we wind down, Artem shares his future plans for the company and what countries may offer an attractive investment opportunity.
Please enjoy this episode with FarmTogether’s Artem Milinchuk.
-----
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.
In episode 352, we welcome our guest, James Rasteh, founder of Coast Capital, a fund that takes a private equity approach to investing in public markets.
In today’s episode, we talk about gold miners, European activism, and ESG. James starts by explaining why he’s so bullish on gold miners from both a macro and micro perspective that he created a fund dedicated to activist investing in that space. Then we talk about the opportunity set in Europe and why James believes the valuation difference between the U.S. and Europe isn’t justified. We even talk about the difference between being an activist investor in the U.S. and Europe.
As we wind down, James shares his frustration with the finance industry’s use of ESG as mainly a marketing exercise.
Please enjoy this episode with Coast Capital’s James Rasteh.
-----
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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 Hone Health. Did you know men's testosterone levels can decrease by 1% - 2% per year after the age of 30? Addressing low testosterone and optimizing your hormones can improve your energy, increase your libido and muscle mass. Hone offers a safe and convenient solution to get hormone testing and meds from the comfort of home. Complete your at home biomarker testing, video chat with a doctor and get FDA approved medications that are delivered directly to your door. For a limited time only, listeners can get their at home assessment test and doctor consultation for only $45. Head over to honehealth.com/Meb to take advantage now.
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.
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 Jack take over this special episode.
To read the original piece, click here.
-----
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
-----
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 episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to blockchain based digital assets.
In today’s episode, we start with a brief overview of the asset management space and what Leigh learned from running Estimize, the largest estimates financial platform in the world. Then we turn to crypto. We hear what sparked Leigh’s interest in the space and the process of building a trend and momentum model that led him to push his chips all in last October.
We talk about the importance of crypto’s incentive structure, what things like staking and crypto lending mean, and what some of the biggest risks are in the space.
Please enjoy this episode with Starkiller Capital’s Leigh Drogen.
-----
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For detailed show notes, click here
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