The Meb Faber Show - Better Investing

Latest Episodes:

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.

Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet | #210 Apr 08, 2020

Show notes

In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates.

We discuss what’s currently going on in the world around us and how rapidly things are changing. We cover the idea of “nowcasting,” and how it’s different from the type of forecasting and opinion that prevalent, often unhelpful, and sometimes downright detrimental to investment decision making.

We talk about Research Affiliate’s stance on valuations, emerging markets looking attractive, and having discipline when it comes to analyzing data to form a sensible guide to forward looking expectations. We get into factor investing, value investing’s underperformance, and the behavioral struggle investors have with it.

As we wind down, we chat ESG investing, and hear a candid take on the industry’s approach in helping investors prepare for retirement.

All this and more, including some of Jonathan’s thoughts on ESG investing.

Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound | #209 Apr 06, 2020

Show notes

In today’s episode we welcome our guest, Andrew Schulz, co-founder and CEO of NoiseAware.

We discuss the miserable experience that led to the fresh idea behind NoiseAware’s smart sensor and noise-monitoring technology. We get into the product, use case, and the idea that customers can now have hard data on noise levels at their property, empowering them to be proactive if noise is out of hand, or defend against false noise complaints.

We talk about building the company out of Dallas and access to resources the team has had along the way, and we even dive into growth potential for the company as they set sights on international markets.

Don’t miss this and more in episode 209.

How Long Can You Handle Underperforming? | #208 Apr 01, 2020

Show notes

Episode 208 is a Mebisode. Meb reads a recent piece that highlights the data and reality of market drawdowns, underperformance, and some statistics that illustrate that investors may not be prepared to face the reality of how long underperformance can last.

Tune in for this and more in episode 208, including how Meb frames his market expectations.

Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology | #207 Mar 25, 2020

Show notes

In episode 207, we welcome our guest, Jeremy Yamaguchi, founder of Lawn Love. We kick off the episode by getting into Jeremy’s background as a son of missionaries, starting his first company at the age of 16, and the curious mind and discerning eye for opportunity that has taken him down the path of entrepreneurship.

We touch on the void he saw in lawn care and the technology that underpins the Lawn Love platform, driving value for customers and lawn care professionals. In his pursuit of building Lawn Love he started 3 companies only to kill 2 and run with the one that gained the most traction!

We also get into a massive personal stride he made in the realization that his startup competitors that seemed to have easy access to networks, capital, and press, didn’t actually have a silver bullet. His takeaway? There isn’t a substitute for the hard work that it takes to build a company.

Don’t miss episode 207 and the details on how Jeremy built this company.

Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona | #206 Mar 18, 2020

Show notes

Episode 206 is a Mebisode. Meb reads a few of his recently penned pieces. He covers the importance of being prepared for market turbulence with an investment plan. He then walks through some core ideas for building and maintaining wealth. He ties these ideas together with a chat on how he invests his own money. He concludes with some thoughts on investing in the time of the Coronavirus.

If the markets have you concerned, make sure you don’t miss what Meb has to share to help you stay on track in episode 206.

Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality | #205 Mar 11, 2020

Show notes

In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ process for investing in onshore US oil & gas mineral rights and royalty interests.

They get into sourcing opportunities, some detail on the royalty model, the role hedging plays in managing risk, and the balance of commodity exposure in the portfolio.

As the conversation winds down, the pair walk through an actual example of how an acquisition played out, as well as Derren’s thoughts on the energy market.

All this and more in episode 205, including Derren’s most memorable investment.

Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier | #204 Mar 04, 2020

Show notes

In episode 204, Meb talks with Foresight Mental Health co-founders Doug Hapeman and Matt Milford. They discuss Foresight’s origin story and the vision Doug and Matt had to apply technology to radically improve mental healthcare.

They get into the lack of technology adoption by psychiatrists that exists today, and what it took to build a fully integrated model from scratch to serve patients and healthcare providers.

The group even covers the patient and healthcare provider experience with Foresight and using data to drive a new standard of care.

All this and more in episode 204, including Doug and Matt’s most memorable investment.

Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play | #203 Feb 26, 2020

Show notes

In episode 203, Meb talks with ZiffyHomes co-founder and CEO, Sanchal Ranjan. Meb and Sanchal discuss the story behind ZiffyHomes and how Sanchal and his co-founder are finding an edge in technology to offer a more uniform platform to improve home rental utilization and experience.

The pair touch on the current state of the Indian home rental market and the opportunity ZiffyHomes is addressing right now.

They get into competition and what it takes to grow in this industry. While this company is experiencing incredible growth, we walk through some challenges the team has faced and even some lessons learned along the way.

All this and more in episode 203, including Sanchal’s Y Combinator journey.

Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation | #202 Feb 19, 2020

Show notes

In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.

Meb and Joe get into the broad framework of Vanguard’s research, and some depth on the thinking and process involved. They walk through some current thoughts on a few different asset classes and the Vanguard Capital Markets Model.

The pair cover Vanguard’s most recent outlook, and their projections that offer an average return differential for non-US equities of roughly 3-4% vs. US equities.

Stay tuned to the end of this great conversation as Joe discusses the concept of the “Idea multiplier,” a fresh way of thinking about the evolution of knowledge and innovation.

All this and more in episode 202, including Joe’s most memorable investment.

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