The Meb Faber Show - Better Investing

Latest Episodes:

Africa Startup Series – Zachariah George, Launch Africa Ventures - The Evolution of Tech In Africa Had To Always Start With Fintech | #358 Oct 11, 2021

Show notes

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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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.

The Best Investment Writing Volume 5: Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited Oct 08, 2021

Show notes

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

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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

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Marko Papic, Clocktower Group - If You Don’t Make Calls, Why Are You In This Industry? | #357 Oct 06, 2021

Show notes

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

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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.

Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory | #356 Oct 04, 2021

Show notes

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.

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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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The Best Investment Writing Volume 5: Andrew Patterson, Vanguard - The Idea Multiplier: An acceleration in innovation is coming Oct 01, 2021

Show notes

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.

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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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Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech | #355 Sep 29, 2021

Show notes

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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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 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.

Shawn Merani, Parade Ventures - The Seed And Pre-Seed Stage, You’re Betting On People | #354 Sep 27, 2021

Show notes

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.

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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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The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value Sep 24, 2021

Show notes

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.

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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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Artem Milinchuk, FarmTogether - Everything Pointed Towards This Massive Democratization of Alternative Investing | #353 Sep 22, 2021

Show notes

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.

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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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James Rasteh, Coast Capital - The World Is Running Out Of Gold | #352 Sep 20, 2021

Show notes

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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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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