The Meb Faber Show - Better Investing
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#266 - Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years
55 mins; November 18, 2020
The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?
25 mins; November 16, 2020
#265 - Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward
56 mins; November 11, 2020
#264 - Sammy Courtright, Ten Spot - How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place?
41 mins; November 09, 2020
#263 - Best Idea Show - Julian Klymochko, Accelerate Financial Technologies - The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth Capital For Growth Businesses
56 mins; November 06, 2020
#262 - Ihor Dusaniwsky, S3 Partners - When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity
61 hours 12 mins; November 04, 2020
The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification
21 mins; November 02, 2020
#261 - Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business
38 mins; October 30, 2020
#260 - Joel Greenblatt, Gotham Asset Management - Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None
64 hours 53 mins; October 28, 2020
#259 - Shane Heath, MUD\WTR - I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer
62 hours 28 mins; October 26, 2020
#258 - Best Idea Show - Wes Gray, Alpha Architect - An ETF Centralizes Everything Into One Product
90 hours 25 mins; October 23, 2020
#257 - Marc Levine - A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win
99 hours 51 mins; October 21, 2020
The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble
32 mins; October 19, 2020
#256 - Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years
47 mins; October 16, 2020
#255 - Matt Peterson, Peterson Capital Management - We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity
58 mins; October 14, 2020
#254 - Ken Nguyen, Republic - In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public
77 hours 13 mins; October 12, 2020
#253 - Carl Chang, Kairos Investment Management - Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow
53 mins; October 07, 2020
The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds
18 mins; October 05, 2020
#252 - Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically
58 mins; September 30, 2020
Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)
15 mins; September 28, 2020
#251 - Robert Jacobson, Space Advisors - It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme
56 mins; September 23, 2020
#250 - Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands
62 hours 24 mins; September 21, 2020
#249 - 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
91 hours 43 mins; September 16, 2020
The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?
9 mins; September 14, 2020
#248 - 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
64 hours 5 mins; September 09, 2020
#247 - David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts
47 mins; September 07, 2020
#246 - Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market
52 mins; September 02, 2020
#245 - Éva Goicochea, Maude - The Ethos Of The Company Is To Make Sex More Human, More Normalized, Destigmatized…To Do That, It Started With Design
39 mins; August 31, 2020
#244 - Tom Basso - Investing Is A Mental Game More Than It Is Having The Perfect Indicator Or…Even The Perfect Position Sizing
63 hours 35 mins; August 26, 2020
Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)
21 secs; August 19, 2020
#243 - 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
54 mins; August 12, 2020
#242 - Ham Serunjogi, Chipper Cash - Africa Has The Highest Cost Of Sending Money In The World
53 mins; August 05, 2020
#241 - 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
65 hours 46 mins; July 29, 2020
#240 - Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space
57 mins; July 27, 2020
#239 - Chris Fernandez, EnsoData - There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data
53 mins; July 22, 2020
#238 - Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology
67 hours 22 mins; July 20, 2020
#237 - Ryan McQuaid, PlushCare - If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits
44 mins; July 15, 2020
#236 - Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage
60 hours 58 mins; July 13, 2020
#235 - Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High
58 mins; July 08, 2020
#234 - Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It
53 mins; July 06, 2020
#233 - Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space
65 hours 10 mins; July 01, 2020
#232 - Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back
55 mins; June 29, 2020
#231 - Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight
76 hours 11 mins; June 24, 2020
#230 - Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste
51 mins; June 22, 2020
#229 - Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports
49 mins; June 17, 2020
Cambria Fund Profile Series – Cambria Tail Risk ETF (TAIL)
17 mins; June 15, 2020
#228 - Danilo Santiago, Rational Investment Methodology - The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble
71 hours 5 mins; June 10, 2020
#227 - Alex Smereczniak, 2ULaundry - Quality Has to Be At The Forefront of Everything That We’re Doing
56 mins; June 08, 2020
#226 - Vineer Bhansali, LongTail Alpha - The Bigger Question To Me Is Not Whether Tail Risk Hedging Is Good Or Bad, But Whether It Is Good Or Bad For Your Current Portfolio Posture
65 hours 9 mins; June 03, 2020
#225 - Eric Crittenden, Standpoint Asset Management - I Enjoy Trying To Win A Marathon Rather Than Winning Sprints
67 hours 55 mins; June 01, 2020
#224 - Eric Kinariwala, Capsule - The Pharmacy Sits At The Center Of The Healthcare System
42 mins; May 27, 2020
#223 - Steven Jorgenson, Starbridge Venture Capital - The Launch Sector is Literally Less Than 2% Of The Space Industry
64 hours 32 mins; May 25, 2020
#222 - Dakin Sloss, Prime Movers Lab - Power Law Is The Key To Understanding Venture Capital
75 hours 3 mins; May 20, 2020
#221 - Chris Davis, Davis Advisors - As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions Produce
76 hours 10 mins; May 18, 2020
#220 - Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?
65 hours 55 mins; May 13, 2020
#219 - Paul Collier, Oxford - What Capitalism Offers Is A Combination Of Competition And Collaboration
51 mins; May 11, 2020
#218 - Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay
58 mins; May 06, 2020
#217 - Mary Wheeler, BioRock Ventures - 2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare
53 mins; May 04, 2020
#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value
58 mins; April 29, 2020
#215 - David Chan, FarmTogether - How Do We Make Farmland As An Asset Class More Accessible?
60 hours 10 mins; April 27, 2020
#214 - Jake Gibson, Better Tomorrow Ventures - We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come
59 mins; April 22, 2020
#213 - David Sanderson, Reelgood - The Average Household In The US Uses 5 Streaming Services
41 mins; April 20, 2020
#212 - Eric Satz, AltoIRA - I Want Everybody To Be Able To Invest In Alternative Assets
57 mins; April 15, 2020
#211 - Julie Novack, PartySlate - We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect
53 mins; April 13, 2020
#210 - Jonathan Treussard, Research Affiliates - Be Aware Of The Cracks Under Your Feet
59 mins; April 08, 2020
#209 - Andrew Schulz, NoiseAware - A Lot Of Our Competitive Advantage Is How We Quantify Sound
34 mins; April 06, 2020
#208 - How Long Can You Handle Underperforming?
18 mins; April 01, 2020
#207 - Jeremy Yamaguchi, Lawn Love - It’s…One Of The Last Markets In The US…That Has Been…Resistant To Technology
52 mins; March 25, 2020
#206 - Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona
89 hours 23 mins; March 18, 2020
#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality
45 mins; March 11, 2020
#204 - Doug Hapeman and Matt Milford, Foresight Mental Health - We Have This Vision Of Recreating Mental Healthcare With Technology To Make People Happier and Healthier
37 mins; March 04, 2020
#203 - Sanchal Ranjan, ZiffyHomes - We Give You A Different Lifestyle To Work And Play
49 mins; February 26, 2020
#202 - Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation
85 hours 44 mins; February 19, 2020
#201 - The Case For Global Investing
44 mins; February 12, 2020
#200 - Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws
53 mins; February 05, 2020
#199 - Peter Livingston, Unpopular Ventures - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do
73 hours 0 mins; January 29, 2020
#198 - Rabi Gupta and Satwick Saxena, EvaBot - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts
56 mins; January 22, 2020
#197 - Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim
60 hours 7 mins; January 15, 2020
#196 - Minnie Ingersoll, TenOneTen - I Do Believe That Innovation In Our Country Is The Huge Bright Spot
81 hours 45 mins; January 08, 2020
The Best Investment Writing Volume 3: Selected Writing from Prominent Investors and Authors
339 hours 23 mins; January 06, 2020
#195 - Top Podcasts 2019 - Replay: Bill Smead, Cam Harvey, Raoul Pal
239 hours 2 mins; January 01, 2020
The Best Investment Writing Volume 3: Frazer Rice, Calamos Wealth Management – Preparing For The Hurricane Of Wealth
19 mins; December 30, 2019
#194 - Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested
54 mins; December 25, 2019
The Best Investment Writing Volume 3: Wes Gray, Alpha Architect – Academic Factor Portfolios are Extremely Painful. Unless you are an Alien.
16 mins; December 23, 2019
#193 - Chris Brightman - Here We Are With Emerging Markets Again Trading At A Shiller PE Multiple Less Than Half Of The US Stock Market
68 hours 4 mins; December 18, 2019
The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don't Look
10 mins; December 16, 2019
#192 - Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009
60 hours 43 mins; December 11, 2019
The Best Investment Writing Volume 3: Todd Tresidder – Bubbles, Bubbles Everywhere – How To Protect Yourself
36 mins; December 09, 2019
#191 - Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance
73 hours 30 mins; December 04, 2019
#190 - Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers
44 mins; December 02, 2019
#189 - John Parise - 70% Of Wealth Is Lost In The 3rd Generation
69 hours 50 mins; November 27, 2019
The Best Investment Writing Volume 3: Ray Micaletti – The Smart Money Indicator: A New Risk Management Tool
43 mins; November 25, 2019
#188 - Andreas Clenow - Trend Following Is…About Taking A Lot of Bets On A Very Large Number Of Markets
71 hours 5 mins; November 20, 2019
The Best Investment Writing Volume 3: Jack Forehand – The Case Against Value Stocks
8 mins; November 18, 2019
#187 - Kevin Carter - The Thing That’s Emerging Are The People, It’s All About The Consumer
74 hours 21 mins; November 13, 2019
The Best Investment Writing Volume 3: Scott Bell – The Asset of Gratitude
11 mins; November 11, 2019
#186 - Carter Malloy - I Looked At Farmland And Realized…It’s Wildly Inefficient
63 hours 52 mins; November 06, 2019
The Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain World
29 mins; November 04, 2019
#185 - Ben Claremon - Value Investing Will Always Have A Place
81 hours 44 mins; October 30, 2019
#184 - You Could Have Missed...
20 mins; October 28, 2019