The Meb Faber Show - Better Investing

Latest Episodes:

Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market | #417 May 23, 2022

Show notes

Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.

In today’s episode, we’re talking to a growth manager to hear how he’s handling the volatility in 2022. Andrew shares his framework for looking at the markets, the importance for a growth manager to have the fortitude to let your winners run, and what leads him to sell a name from the portfolio.

Then we get into what he sees in the market today and how he’s adjusting his portfolio. We touch on names like CoStar, Gartner, StubHub, and even a private investment in a little company named SpaceX.

We talk a lot on this show about being willing to look different, stick with a strategy over the long-run, and remain disciplined during volatile times, and it was great to talk to a manager doing just that.

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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. Subscribe for free here.

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History | #416 May 18, 2022

Show notes

Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion.

In today’s episode, Jan shares the origin story of the firm and its’ tie to gold dating back to the 1960’s. Then he shares his macro framework, criteria for launching a fund, and why the firm has starting getting exposure to venture capital.

Next we get into what led him to go down the crypto rabbit hole and launch ETN’s abroad. He shares his big picture thoughts on the crypto ecosystem, his frustrations on how regulators are treating stablecoins, and what his thoughts are on when the Bitcoin ETF will be approved.

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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.

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments | #415 May 16, 2022

Show notes

Today’s guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare Solutions.

In today’s episode, we talk with someone who’s made over 1,400 investments – yes, you heard that right. Sajid shares his journey of breaking into the VC world and then dives in to what he’s excited about today. He touches on areas like Africa, India, Nigeria, Pakistan, and Bangladesh, and explains what makes each place unique. Then he explains why he’s bullish on fintech, logistics, and edtech, and shares some of his investments he’s excited about today.

As we wind down, Sajid shares why he’s especially bullish on Web3 companies coming out of India.

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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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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO | #414 May 13, 2022

Show notes

Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.

In today’s episode, we’re talking all things Coinbase! Tim was previously the interim CFO for Coinbase so we thought it’d be fun to hear from him about the investment case of the company. We talk about the business model, regulations, security, revenue streams, and the whether or not the company will face margin compression going forward.

As we wind down, we spend some time talking about Tim’s role at Crexi and the potential for blockchain technology to disrupt the commercial real estate 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

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413 May 09, 2022

Show notes

Today’s guest is Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and author of Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least.

In today’s episode, Antti provides a blueprint for investors as decades of tailwinds are turning into headwinds. He highlights timeless investment practices and what the empirical evidence says about things major asset class premia, illiquidity premia and style premia. He shares his thoughts on home country bias, the value / growth spread today, and what he thinks about diversifiers like trend following.

One theme throughout the episode is Antti’s advice to endorse humility in tactical forecasting and through diversification.

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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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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal | #412 May 07, 2022

Show notes

Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover:

The Idea Farm is now free!!!
YTD stock & bond returns
Trend-following as a diversifier for 60/40 portfolios
Inflation and rising food prices

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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

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3 | #411 May 04, 2022

Show notes

Today’s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.

In today’s episode, we’re talking about two topics that are important for investors to understand in 2022 – intangibles and innovation. Kai shares how he uses machine learning to track things like brand equity, human capital, network effects, and IP to measure the intangible value of each firm (and how he implements this through his ETF, ITAN). Then he shares why his research leads him to believe value is not dead.

Finally, we talk about his most recent paper about investing in innovation, a popular investment theme that’s under scrutiny as of late. Kai shares why he believes the current drawdown is not driven by pure innovation but by a selloff in expensive unprofitable stocks.

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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

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410 Apr 27, 2022

Show notes

Today’s guest is Chris Bloomstran, President & Chief Investment Officer of Semper Augustus.

In today’s episode, we touch on a lot. Chris shares why the best investors are those who can pivot, why a good business doesn’t equate to a good stock, and what lessons he learned from buy and sell decisions he’s made over the years.

Then we dive into his thoughts on Berkshire and Warren Buffett to get you prepared for the annual meeting this weekend. He shares his expectations for the company and stock moving forward and why he believes Berkshire is well positioned for the energy transition we’re experiencing today.

And don’t think we could get through the episode without touching on some of Chris’ “Twitter Audits” from the past few years.

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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 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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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies | #409 Apr 26, 2022

Show notes

Today’s guest is Ben Rollert, co-founder & CEO of Composer, a platform for investing in and building quantitative investment strategies for free in an easy to use, no-code solution.

In today’s episode, Ben shares what led him to start a new company in the midst of COVID mania in April 2020. He shares an overview of Composer and the different trading strategies they give you access to, including ones by the likes of Swensen, Dalio, Buffet, Markowitz, and yes, even me. We touch on how ease of mixing and matching some of these strategies, who the early users have been, and what future expansion into things like crypto and options may look like.

As we wind down, we talk about his fundraising journey and what it was like to get investments from firms like First Round, Not Boring, Basecamp and Draft Ventures.

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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

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture | #408 Apr 20, 2022

Show notes

Today’s guest is Neil Dahlstrom, the archivist and historian for John Deere and author of Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture.

In today’s episode, business wars hits the farm! Neil’s book is a case study on the evolution of the tractor industry and it’s importance during a time the world was experiencing a global plague, World War & food shortages. We touch on all the major players, including a young Henry Ford. We even walk through he different strategies each company took around pricing and distribution.

As we wind down, we touch on the future of the industry with things like autonomous tractors and drone technology.

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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 AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

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