The Meb Faber Show - Better Investing

In episode 251 we welcome our guest, Robert Jacobson, entrepreneur, advisor, and founder of Space Advisors, a strategic consulting firm for space startups. In today’s episode, we’re jumping into the space industry. Robert has a new book out, Space Is Open For Business, The Industry That Can Transform Humanity. Through his career, investments, and his process of research and writing his book, he’s...

In episode 250 we welcome our guest, Kevin Gibbon, co-founder and CEO of Airhouse. In today’s episode, we’re talking about easing the frustration of shipping, operations and logistics for ecommerce companies. We don’t often hear about the trials and tribulations many founders go through when starting and running businesses. Kevin shares what it was like to launch and run a business that he ultimat...

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 o...

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 speci...

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...

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-f...

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 t...

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...

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 th...

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...

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 ea...

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...

In episode 240 we welcome our guest, Stefan Batory, co-founder and CEO of Booksy. In today’s episode, we’re talking about helping folks in the hair and beauty industry get organized and get their time back when it comes to scheduling customers. We discuss the headaches and time-sink these professionals experience when it comes to scheduling; the majority of them are still using some type of manual...

In episode 239 we welcome our guest, Chris Fernandez, co-founder and CEO of EnsoData. In today’s episode, we’re talking all things sleep. We walk through the origin story of EnsoData, from the founders’ initial idea followed by 12 pivots to arrive at their flagship product, EnsoSleep. We talk about analyzing sleep data, solving hard data analysis problems with AI, and boostrapping enough data into...

In episode 238 we welcome our guest, Mark Straub, co-founder and CEO of Smile Identity. In today’s episode, we’re talking user authentication and biometric checks. We kick off the episode with some observations from Mark about the evolution of startup fundraising as he’s traveled the world. We get into some of the efforts that have been in place by organizations in emerging economies to prevent fr...

In episode 237 we welcome our guest, Ryan McQuaid, co-founder and CEO of PlushCare. In today’s episode, we’re getting into a hot topic in this pandemic environment, telehealth. We start by hearing the origin story behind PlushCare as Ryan shares his personal experience of receiving fully digital support and medical care from a friend who was a Stanford physician, identifying that 1% of Americans c...

In episode 236 we welcome our guest, Stuart Landesberg, founder and CEO of Grove Collaborative. In today’s episode, we’re talking about building a mission-driven business around delivering sustainable home essentials. We discuss launching Grove on two long term trends, conventional vs. natural products, and the transition from offline to online models. We walk through the highs and lows of operati...

In episode 235 we welcome our guest, Ajay Prakash, co-founder and CEO of Rinse. In today’s episode, we’re talking about building and scaling laundry and dry cleaning. We talk about the origin story behind Rinse and narrowing in on friction in the consumer experience and applying technology to old-school industries. We discuss testing the offering on friends, and building a platform that leverages...

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In today’s episode, we’re talking factors and long/short investing. We discuss factors as anything that can help explain return, and the all-important task of assigning weights to factors in portfolio construction. We get into short selling, and some of...

In episode 233 we welcome our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore. In today’s episode, we’re talking about tech and the front lines of space exploration. Lisa walks through her background as an entrepreneur, and her transition as an investor with Hemisphere Ventures as she saw the emerging case for frontier technology. We talk through some intere...

In episode 232 we welcome our guest, Luis Perez, Founder of Remoov. In today’s episode, we’re getting organized. We’re talking about taking the work off your hands of removing all of that unwanted clutter. We discuss the idea that was prompted by the observation of inefficiency in the college move-in, move-out process. Luis took it upon himself to store outgoing students’ items over the summer, an...

In episode 231, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies. In today’s episode, we’re talking liquid alts and democratizing alternative strategies that have been tapped by the world’s largest institutions for decades. We get into the current state of liquid alts and hedge funds, and the standardization and commoditization that has come with increas...

In episode 230 we welcome our guest, Ryan Lupberger, Co-Founder and CEO of Cleancult. In today’s episode, we’re talking cleaning. Sustainable cleaning products to be exact. We talk about Cleancult’s origin story, zero waste packaging, and products that actually work. We discuss getting involved with Parallel 18, a Puerto Rican accelerator that was essential to network building, and tapping into th...

In episode 229 we welcome our guest, Evan Brandoff, Co-Founder and CEO of LeagueSide. In today’s episode, we’re talking about targeted, local marketing through youth sports organizations. Marketing through youth sports has been going on for a long time, many have played on teams with local sponsors, or have noticed a favorite local business sponsoring a team. Evan talks about evolving that model t...

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Tail Risk ETF (TAIL). Meb walks through the S&P 500’s move from it’s all time high on February 14th 2020 to it’s recent low on March 23rd 2020 that resulted in a decline of 33.7% in just 20 days. He poses the question: “Is there any way an investor might have been able to mitigate this decline in his or her portfolio?...