The Meb Faber Show - Better Investing

Latest Episodes:

The Best Investment Writing Volume 5: Jack Vogel, Alpha Architect - Value Investing: An Examination of the 1,000 Largest Firms Sep 17, 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 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.

Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die | #351 Sep 15, 2021

Show notes

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.

-----

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 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.

Startup Series – Saad Alam, Hone Health – 40% Of Men Over 35 Have Hormone Imbalance With Testosterone | #350 Sep 13, 2021

Show notes

In episode 350, we welcome our guest, Saad Alam, founder and CEO of Hone Health, a company that helps you fix hormonal imbalances and low testosterone by offering at-home blood tests, 30 minute telehealth consults, and medications delivered directly to your door.

In today’s episode, we’re talking men’s health! Saad walks us through how his personal experience of being told he had the hormone levels of a 70-year-old man gave him the idea for the company. We discuss the reasons for the decline in both testosterone and fertility in men. Then we walk through the process of getting your testosterone levels tested with Hone Health and later doing a visit with a doctor to help restore your levels back to normal.

As a special offer for listeners of the show, visit www.honehealth.com/saad to get 25% off your order.

Please enjoy this episode with Hone Health’s Saad Alam.

-----

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

-----

The Best Investment Writing Volume 5: Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends Sep 10, 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 Professor Harvey and Michele 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

-----

Anthony Zhang, Vinovest - You Should Separate Your Drinking Preferences From Your Investment Preferences | #349 Sep 08, 2021

Show notes

In episode 349, we welcome our guest, Anthony Zhang, founder and CEO of Vinovest, a platform for investing in a managed portfolio of fine wines.

In today’s episode, we’re talking about wine as an asset class. We start with Anthony’s background, which includes a Thiel fellowship. Then we dive into the ins and outs of investing in wine. Anthony walks us through wine’s investment case and how it compares to traditional stocks and bonds. Then we walk through the process of investing in wine through Vinovest, which does the analysis, bidding, inspection, and storage on your behalf. We touch on the different offerings, taxes, fees, risks, and trends affecting the industry today.

Please enjoy this episode with Vinovest’s Anthony Zhang.

-----

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 www.masterworks.io/meb and use promo code “MEB” to skip their wait list.

Zach Coelius, Coelius Capital - I Like To Play Where It’s Still Qualitative | #348 Sep 06, 2021

Show notes

In episode 348, we welcome our guest, Zach Coelius, the Managing Partner of Coelius Capital and angel investor in early-stage startups.

In today’s episode, we’re chatting angel investing with one of Angel List’s top syndicates. We talk about Zach’s transition from entrepreneur to investor and the difference between the two. Then we get into Zach’s investment philosophy and the benefits of being stage agnostic.

Be sure to stick around until the end when we talk about some of Zack’s portfolio companies, including $30 billion autonomous driving company Cruise and former podcast guest Shane Heath’s MUD/WTR.

Please enjoy this episode with Coelius Capital’s Zach Coelius.

-----

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 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. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

Radio Show – Wes Gray & Patrick Cleary, Alpha Architect – All Things ETFs | #347 Sep 03, 2021

Show notes

Episode 347 has a radio show format with Alpha Architect’s Wes Gray and Patrick Cleary. We cover a variety of ETF-related topics, including:

- Current state of the ETF space

- The ins-and-outs of launching an ETF

- Mutual fund conversions, active funds and index funds

- Crypto ETF predictions!

If you enjoy this episode, be sure to check out episode 258 with Wes Gray on how to launch an ETF.

Please enjoy today’s Radio Show with Alpha Architect’s Wes Gray and Patrick Cleary.

-----

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

-----

William Bernstein on The Delusions of Crowds | #346 Sep 01, 2021

Show notes

In episode 346, we welcome our guest, Dr. William Bernstein, neurologist, author, and co-founder of Efficient Frontier Advisors.

Click here to listen to Dr. Bernstein's first appearance on The Meb Faber Show.

In today’s episode, we start by covering Dr. Bernstein’s recent book, The Delusions Of Crowds: Why People Go Mad in Groups. He explains why we’re susceptible to manias and walks us through situations that have seen extreme speculation. Then we turn to discuss today’s market. We cover Robinhood, meme stocks, lofty valuations, and crypto. We even get into what narratives Dr. Bernstein sees today, whether it’s with star fund managers or the idea that the Fed will save the market.

Please enjoy this episode with Efficient Frontier Advisors’ Bill Bernstein.

-----

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 Fellow. Fellow is revolutionizing access to men's reproductive healthcare and offers the only lab-certified, mail-in semen analysis that exceeds all standards for FDA validated semen analysis methods. With their at-home fertility test, you can skip the uncomfortable clinic experience and still get accurate, comprehensive, lab-grade results that are approved by a physician and easy to understand. All the while, you can preserve your fertility for when you may need your most fertile sperm. As a special offer for listeners of the show, visit meetfellow.com and use the code MEB to get $20 off your order.

Africa Startup Series – Dr. Abasi Ene-Obong, 54gene - There Really Hasn’t Been Human Genomics Infrastructure In Africa | #345 Aug 30, 2021

Show notes

In episode 345, we welcome our guest, Dr. Abasi Ene-Obong guest is the founder of 54gene, a company pioneering the inclusion of the African genome in research.

In today’s episode, we’re talking about genetics. Less than 3% of genomic data represented in research is from African populations and Abasi is changing that. He walks us through the origin story of the company and the ins and outs of what it’s like to both gather and analyze genetic data. Then Abasi shares the process of partnering with pharmaceutical companies and what the long-term prospects of the company are.

Please enjoy this episode with 54gene’s Abasi Ene-Obong.

-----

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

-----

Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon | #344 Aug 27, 2021

Show notes

In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.

Click here to listen to Jared's first episode on The Meb Faber Show.

In today’s episode, we’re talking all about the current market environment. Jared begins by explaining why he thinks we experienced a shift to an inflationary regime and what assets he expects to do well going forward. He shares his thoughts on gold, value vs. growth, and the low valuations in both Japan and Europe.

Be sure to stick around until the end to hear why Jared thinks investment professionals should not take the CFA anymore.

Please enjoy this episode with The Daily Dirtnap’s Jared Dillian.

-----

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com.

-----

Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a 73% off 2-year plan plus 4 months free.

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Meb Faber Show – Better Investing

Related Podcasts

Links

Stay Connected