The Meb Faber Show - Better Investing

In episode 363, we welcome our guest, Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors.   In today’s episode, we’re talking all about risk with someone who’s held Chief Risk Officer roles at Morgan Stanley, Solomon Brothers, Bridgewater, and the University of California pension, and if that wasn’t enough, he a...

In episode 362, we welcome our guest, Seth Stephens-Davidowitz, data scientist and author of Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are, which was a New York Times bestseller and an Economist Book of the Year. In today’s episode, we’re focused on what we can learn from alternative data. We start with Seth’s first book and how mining google search...

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 Sean take over th...

In episode 361, we welcome our guest, Jeff Hooke, Senior Lecturer at the Johns Hopkins Carey Business School and author of The Myth of Private Equity, which is what we focus on today.   In today’s episode, Jeff pulls no punches when sharing his thoughts on the private equity industry. He likens the belief that private equity has outperformed the market to believing the tooth fairy is real and comp...

In episode 360, we welcome our guest, Erin Browne, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of Barron’s 100 most influential women in U.S. finance last year.   In today’s episode, we’re talking all things macro with someone who spent time as a Strategist at Moore Capital, PM at Point72, and most recently Head of Asset Allocation for UBS Asset...

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 Amie take over th...

In episode 359, we welcome our guest, Aaron Fu, general partner for Sherpa Ventures, which focuses on pre-seed investments across Africa. He’s also the co-founder of Venture for Africa, a fellowship for those interested in working for early stage startups in Africa.   In today’s episode, we hear from someone who’s seen the evolution of the African startup scene since he first moved there in 2015....

In episode 358, we welcome our guest, Zachariah George, Managing Partner at Launch Africa Ventures, Africa’s leading early-stage VC fund, and the co-founder and CIO of Startupbootcamp AfriTech, the leading venture accelerator program in Africa.   In today’s episode, we start by hearing how volunteering at an African orphanage changed Zach’s life, convincing him to leave Wall Street and move to Afr...

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 Peter take over t...

In episode 357, we welcome our guest, Marko Papic, Chief Strategist at the Clocktower Group, an alternative investment asset management firm, where he leads the firm’s Strategy Team, providing bespoke research on geopolitics, macroeconomics, and markets.   In today’s episode, we’re talking geopolitics and the markets. Marko recently released the book Geopolitical Alpha and he shares his framework...

In episode 356, we welcome our guest, Jim Paulsen, Chief Investment Strategist of The Leuthold Group, an independent investment research firm.    In today’s episode, we’re talking markets with someone who’s been at it for over 30 years. Jim explains why the shift from a depressionary bust to a post-war boom last year was unlike anything he’s seen. Then we talk about where current sentiment is and...

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 Andrew take over...

In episode 355, we welcome our guest, Sheel Mohnot, Better Tomorrow Ventures, a fintech-focused VC fund focused on pre-seed and seed companies around the globe.    In today’s episode, we’re talking with one of the most prolific fintech investors around. We talk about why Sheel’s so bullish on the fintech space and focuses so much on the founders at the seed stage. Then Sheel shares what it was lik...

In episode 354, we welcome our guest, Shawn Merani, founder and Managing Partner of Parade Ventures, a pre-seed & seed stage-focused venture capital firm.   In today’s episode, we hear what it’s like to invest at the pre-seed and seed stage from someone who’s invested in companies like Dollar Shave Club, Cruise, Stance, and more! Shawn walks us through what it was like to launch what he called a “...

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 Brian take over t...

In episode 353, we welcome our guest, Artem Mililchuk, founder and CEO of FarmTogether, an investment platform providing accredited investors with direct access to farmland.   In today’s episode, we’re talking about farmland! Artem is working to allow everyday investors the ability to invest in farmland and has surpassed $100 million AUM with over 30 deals in two years. We start by hearing about t...

In episode 352, we welcome our guest, James Rasteh, founder of Coast Capital, a fund that takes a private equity approach to investing in public markets.   In today’s episode, we talk about gold miners, European activism, and ESG. James starts by explaining why he’s so bullish on gold miners from both a macro and micro perspective that he created a fund dedicated to activist investing in that spac...

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 ove...

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. T...

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 lev...

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 Professor Harvey and...

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 co...

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...

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 a...

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 s...