The Meb Faber Show - Better Investing

Latest Episodes:

Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk? | #220 May 13, 2020

Show notes

In episode 220 we welcome our guest, Andrew Beer of Dynamic Beta Investments. In today’s episode, we’re talking hedge funds and replication.

We kick things off with some background that includes Andrew’s start in the industry with Seth Klarman’s Baupost Group in 1994. We discuss replication strategies, what Dynamic Beta is doing to try to outperform hedge fund portfolios, and most importantly, how they are doing it.

We talk about the firm’s equity long/short and managed futures strategies, understanding key hedge fund allocations, and what the funds look like right now. As the conversation winds, down we chat COVID and what the future might look like for liquid alts.

All this and more in episode 220 with Andrew Beer.

Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration | #219 May 11, 2020

Show notes

In episode 219 we welcome our guest, Sir Paul Collier. In today’s episode, we’re talking economics and capitalism.

We kick things off by covering some instances of the derailment of capitalism. We go all the way back to the mid-1800s to Bradford England’s industrial rise, the ensuing health crisis, and how capitalism responded. We walk forward to talk about the divide between metropolis and provincial cities, and the new class divide.

We discuss psychological and economic issues facing what professor Collier refers to as, “left behind countries.” We then shift to a thoughtful discussion of prescriptions to these problems, and the factors that need to work in harmony to create common purpose.

All this and more in episode 219 with Sir Paul Collier.

Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay | #218 May 06, 2020

Show notes

In episode 218 we welcome our guest, Adam Karr. In today’s episode, we’re talking stocks and investment process.

We cover Orbis’ investment philosophy, and the relentless focus on companies trading at a discount to intrinsic value through a bottom-up analysis process. Adam offers thoughts on the current environment and why he thinks this looks more like the .com bubble, rather than the aftermath of the global financial crisis.

We get into some of the opportunities in the market today and discuss emphasizing companies with balance sheet strength and thinking in terms of long-term, normalized earnings power.

All this and more in episode 218 with Orbis Investments’ Adam Karr.

Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare | #217 May 04, 2020

Show notes

In episode 217 we welcome our guest, Mary Wheeler, Founding Managing Director of BioRock Ventures. In today’s episode, we get into biotech and venture capital.

We cover Mary’s deep background that ultimately influenced her investment focus on biotech. We cover her fund, BioRock Ventures, investing in biopharma startups, her core investment criteria, and keeping an eye out for companies serving unmet need areas.

We touch on some key differences between biotech focused VC investing vs. other areas of VC. Mary even shares some insight into a company in her portfolio that has focused resources on potential COVID19 applications.

All this and more in episode 217 with BioRock Ventures’ Mary Wheeler.

David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value | #216 Apr 29, 2020

Show notes

In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.

In today’s episode, we discuss David’s background and what led him down the path of value investing. We cover the characteristics that drive Artisan’s framework and investment process.

With the recent market selloff in mind, we walk through some industries that are offering value right now, from travel and leisure to energy, and where Artisan has been deploying cash.

As the conversation winds down, we talk high-level about the asset management industry and deploying value strategies.

All this and more in episode 216 with Artisan Partners’ David Samra.

David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible? | #215 Apr 27, 2020

Show notes

In episode 215 we welcome our guest, David Chan, COO and a founding team member of FarmTogether. We discuss the FarmTogether platform and making farmland investing more accessible.

We cover farmland as an asset class, some history about the fragmented nature of farmland ownership, and the relatively small 2-3% ownership stake that is in institutional hands. We cover the broad models of farmland ownership, and a real-world example of how a deal actually works on the FarmTogether platform.

As we get deeper into the conversation, we hear some thoughts on sustainability and the role regenerative agriculture can play in reducing agriculture’s carbon footprint.

All this and more in episode 215 with FarmTogether’s David Chan.

Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come | #214 Apr 22, 2020

Show notes

In episode 214 we welcome our guest, Jake Gibson, founding partner of Better Tomorrow Ventures.

We discuss startup investing in the world of fintech. We get into some of the opportunities going forward, from disruption in products, user experience and distribution models, to how some non-fintech companies may be able to start leveraging the fintech infrastructure to integrate financial services into other products.

We touch on the next wave of fintech, banking as a service, and a future that may evolve into a far deeper set of automated financial services that greatly reduce friction and improve the experience for the consumer.

Stay tuned to the end to hear some detail about Jake’s new fund, focused on pre-seed and seed stage fintech companies.

All this and more, in episode 214 with Jake Gibson.

David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services | #213 Apr 20, 2020

Show notes

In episode 213 we welcome our guest, David Sanderson, founder and CEO of Reelgood. We get into David’s frustrating experience of juggling multiple streaming services and how that ultimately led him to launch Reelgood.

We talk about the buildout of the product and how important data management and processing is to product implementation. Later on, we chat about the bet he and his company made on fragmentation in the streaming market, and one of the greatest challenges he has faced with his company.

Don’t miss this great episode with Reelgood founder and CEO, David Sanderson.

Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets | #212 Apr 15, 2020

Show notes

In episode 212 we welcome our guest, Eric Satz, the founder and CEO of AltoIRA.

Eric shares the frustration he experienced trying to make private investments in his retirement account, and how that led him down the path of solving the problem and ultimately the launch of his company, AltoIRA.

We discuss alternative investments and the case for holding them in retirement accounts. We get into the nuts and bolts of how AltoIRA works and where it is going in the future.

As we wind down, we chat about having an understanding what is out of your control and shifting focus to doing your absolute best on what you can control.

All this and more, in episode 212 with Eric Satz.

Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect | #211 Apr 13, 2020

Show notes

In episode 211 we welcome our guest, Julie Novack, the CEO and co-founder of PartySlate. We discuss the party planning industry and how PartySlate is bringing something entirely different to the table with its content-rich platform and transparent crediting.

We get into the frustration Julie faced logging hours online trying to plan a high-profile cancer research gala, and how that experience ultimately led to the idea behind her company. We talk about the business model, growth plans, and her experience with startup incubator, Techstars.

Julie even offers thoughts on the future and some major trends she’s seeing take shape in the event planning industry.

All this and more, in episode 211 with Julie Novack.

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