The Meb Faber Show - Better Investing

Latest Episodes:

Ben Savage, Clocktower Technology Ventures - Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry | #249 Sep 16, 2020

Show notes

In episode 249 we welcome our guest, Ben Savage, Partner at Clocktower Technology Ventures. In today’s episode, we’re diving into VC and innovation in the financial services industry.

Ben has had an interesting path, and having spent some time at Bridgewater along the way, we spend a bit of time on high level thoughts about investing, allocation, and risk parity strategies.

We get into the heart of what Clocktower Technology Ventures is all about. We talk about the small allocation of venture capital dollars financial services industry has received relative to tech and life sciences, and get the lowdown on why this pocket of the startup world is so compelling. We even get the rundown on a couple of portfolio investments, and what makes them so exciting.

All this and more in episode 249 with Clocktower Technology Ventures’ Ben Savage.

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias? Sep 14, 2020

Show notes

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, 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 4

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 Anil take over this special episode.

JC Parets, All Star Charts - The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else | #248 Sep 09, 2020

Show notes

In episode 248 we welcome our guest, JC Parets, Founder and Chief Strategist of All Star Charts. In today’s episode, we’re talking technical analysis, and what’s going on in the markets right now. We cover JC’s jump into technical analysis as a way to seek a better way to manage risk responsibly.

We chat about his process of going through thousands of charts each week to help him see what’s going on in markets all over the world. We get into what’s going on in markets right now, stocks making new highs, rotation into emerging markets, a weaker US dollar, and July’s best performing index, the Dow Jones Transportation Average.

He even offers a simple and refreshing answer to the question of what would make him turn bearish right now.

All this and more in episode 248 with All Star Chart’s JC Parets.

David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts | #247 Sep 07, 2020

Show notes

In episode 247 we welcome our guest, David Oates, CEO and Co-Founder of Curtsy. In today’s episode, we’re talking about running a company completely designed around making it easy for people to buy and sell clothes.

We chat about the pivot the company took from launching as an app allowing women to rent clothing from each other to an app focused on buying and selling. We discuss some of the user-friendly features that have moved the needle for the company, like the effort put into curating and merchandising the items to the Curtsy shipping kit that keeps users from needing to leave their home to ship items.

Curtsy has found themselves in the fortunate position of increased growth during this environment, but our guest lets us in on what the team is focused on in the near future, and what they are excited about as they look ahead.

All this and more in episode 247 with David Oates.

Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market | #246 Sep 02, 2020

Show notes

In episode 246 we welcome our guests, the legendary Eric Sprott, and Oxygen Capital’s Mark O’Dea. In today’s episode, we’re talking gold, silver, mining and exploration.

We talk about recent performance, and the popularity of gold among some high-profile institutional investors. We get into the lifecycle of mining and exploration companies, and allocating capital over the full lifecycle. We hear the story of the Gold Corp. Challenge, and how that became the launch point that took Mark O’Dea from contract geologist to running what would later become a multi-billion takeout by Newmont.

We discuss the M&A appetite in the sector, and cover some practical thoughts on how investors can put some of the things from this conversation together to potentially implement a few ideas for their own portfolio.

All this and more in episode 246 with Eric Sprott and Mark O’Dea.

Éva Goicochea, Maude - The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design | #245 Aug 31, 2020

Show notes

In episode 245 we welcome our guest Éva Goicochea, founder and CEO of Maude.

In today’s episode, we’re talking about building a modern business around sexual wellness. We start with Éva’s background in the business world, and as a legislative aide in healthcare during her early career.

We talk about launching Maude, the origin story, and the need for a brand that can push to de-stigmatize sex and focus on intimacy and wellness for all people. We discuss the evolution of the sexual wellness industry, and the laws that shaped the industry we’re familiar with today. We get into innovating sexual wellness products, and how Maude is doing that from a core base of quality, inclusive, essential products, and modern packaging.

We dive into the business, some of the interesting challenges the company has faced recently, from dealing with trying to keep products in stock, global supply chain issues during COVID, and finalizing a 3rd round of funding.

All this and more in episode 245 with Maude’s Éva Goicochea

Tom Basso - Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing | #244 Aug 26, 2020

Show notes

In episode 244 we welcome our guest, long time trader and trend follower, Tom Basso. In today’s episode, we’re talking trend following and trading.

We start with some of Tom’s early trades, cutting his teeth on corn futures, and, as a disciplined trend follower, going through hell before a silver futures trade was in the books for a nice gain. We discuss power laws and outliers, and his finding that it sometimes came down to a handful of trades that made the difference between profit and breaking even, or even losing money for the year.

We cover the critical concept of position sizing, and why it has been a cornerstone of Tom’s trading systems over the years. We get into the mental side of investing, and as we wind down, Tom lets us in on the virtues of trading multiple, symbiotic strategies.

All this and more in episode 244 with Tom Basso.

Doug Ludlow, MainStreet - We’d Like To Be There As America And The World Starts To Rebuild, And Give Tools To These Companies…Access To Capital And Financing In A Way They Wouldn’t Have Had Before | #243 Aug 12, 2020

Show notes

In episode 243 we welcome our guest, Doug Ludlow, CEO of MainStreet. In today’s episode, we’re talking about saving meaningful money.

We kick off the conversation with MainStreet’s launch of an incentive campaign that would pay people $10,000 to leave the Bay Area. As a result, they received an influx of local and state governments reaching out to inform them of their own incentive programs.

This caused MainStreet to shift the product vision to serve the small business and startup community as a government relations and finance team, making it easy to gain access to the same tools and incentive programs being used by sophisticated corporate finance groups. Better yet, the average company is saving around $50,000 per year!

We dive into the user experience of integrating MainStreet into HR platforms, and even get into some of the tax credits out there, some of the qualifications to access them, and the success-based business model the team has implemented.

All this and more in episode 243 with Doug Ludlow.

Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World | #242 Aug 05, 2020

Show notes

In episode 242 we welcome our guest, Ham Serunjogi, co-founder and CEO of Chipper Cash. In today’s episode, we’re talking cross border peer-to-peer money transfer.

We walk through the reality of limited access to easy and seamless money interaction available to many people outside of the US and other more developed regions of the world. We chat path the road Chipper Cash has taken to develop an easy-to-use P2P money transfer platform in Africa, which has the highest cost of sending money in the world.

We even get into the thinking behind launching the product, resisting the urge to go 0-100 right out of the gate, and taking time to process high-value feedback in order to continue to develop and improve the offering.

All this and more in episode 242 with Ham Serunjogi.

Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth | #241 Jul 29, 2020

Show notes

In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today’s episode, we’re talking markets.

We jump right in with a walk through of Leuthold’s sober 10-year market forecast. We talk about valuation spreads between growth and value, and Leuthold’s thinking about how to be positioned based on takeaways from their research.

We get into thoughts on the US dollar, commodities, the opportunity in foreign markets, and the fallout in earnings power from the recent downturn.

All this and more in episode 241 with Doug Ramsey.

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