Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing.
Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here.
For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.
#302 – Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry
In episode 302, we welcome back our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore.
In today’s episode, we’re chatting about the space sector, which has been absolutely on fire. Lisa updates us on what’s happened in the space sector since we last spoke. She covers the impact of both SPAC’s and Ark Invest’s new space ETF on the sector. Then she shares updates on some of her prior investments, including Axiom Space and their quest to build the first commercial space station.
As we wind down, Lisa shares what’s going on with Xplore and the development of their spacecraft, the Xcraft.
All this and more in episode 302 with Hemisphere Ventures and Xplore’s Lisa Rich.
This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code “MEB” to skip their 15,000 person wait list.
#301 – Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns
In episode 301, we welcome our guest, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, where he helps organizations understand the intersection of psychology and the market.
In today’s episode, we start by hearing what the 2020 bear market and pandemic looked like from a clinical psychologist’s perspective. Daniel touches on behavioral coaching and why that’s the primary value-add a financial advisor can provide. Then we move onto topics that aren’t discussed much: mental health, social isolation, and depression. He explains why it’s helpful for advisors to have their own therapist to help them handle the day-to-day stresses of the job, and how the increased social isolation over the last year translates to what we’ve seen recently with Reddit, Robinhood and NFT’s.
As we wind down, we discuss the potential for technology to help us become better investors and how some fintech firms are using technology and nudges to encourage bad behaviors.
All this and more in episode 301 with Orion Advisor Solutions’ Dr. Daniel Crosby.
This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: www.bitwiseinvestments.com
#300 – Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies
In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering Geoffrey's best idea: investing in the Iraqi stock market.
Geoffrey begins by telling us how learning about Daniel Cloud’s post-Soviet Union Russia fund led him to look around the world to find somewhere he could earn huge returns, which led him to Iraq. He gives us an overview of the market and economy and how it’s rebounded since Saddam Hussein died. Then he walks us through everything he’s had to deal with since he first invested there in 2010 – political instability, a 20% currency devaluation, negative oil prices, and an Iraqi stock market that closed in response to COVID. We talk about the tailwinds for Iraq, including the growth of the banking sector and ESG, which Geoffrey believes is bullish for oil.
Be sure you stick around until the end to hear about Geoffrey’s first trip to Iraq, when he was driving to visit with a company and was forced to turn around because of a car bomb.
Please enjoy this special “Best Ideas” episode with Euphrates Advisors’ Geoffrey Batt.
#299 – Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around
In episode 299, we welcome our guest, Sundeep Ahuja, a three-time founder-turned-investor, who's currently a General Partner at Duro Ventures, Climate Capital, and DVC.
In today’s episode, we start by hearing about Sundeep’s entrepreneurial journey, then dipping his toe in angel investing by making his first investment into Goodreads. Then he shares the differences of using Angel List syndicates and rolling funds, and the benefits of each. We touch on why Sundeep decided to devote his investment career to help solve climate change. He explains what areas currently look attractive, why he places a lot of emphasis on the founder when making an investment decision, and how he thinks about valuations.
As we wind down, we talk about specific companies he’s invested in, from food delivery to gaming companies.
All this and more in episode 299 with Climate Capital’s Sundeep Ahuja.
#298 – Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology
In episode 298, we welcome our guest, Boris Wertz, the founding partner of Version One, an early-stage venture capital firm focused on backing mission-driven founders.
In today’s episode, we’re talking all things marketplaces. Boris’ knowledge of marketplaces is unrivaled. He started one of the first marketplaces in the late 1990’s and recently released the third edition of A Guide to Marketplaces, a must-read for anyone interested in the business model. We start by going all the way back to the early days of eBay and then talk about how marketplaces have evolved over time, most recently with crypto and the blockchain. Then we dive into one of the hot topics of 2021: non-fungible tokens (NFT’s). Boris shares some broad thoughts on NFT’s and touches on one of his portfolio companies, Dapper Labs, which is behind NBA Top-Shot.
All this and more in episode 298 with Version One’s Boris Wertz.
#297 – Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money
In episode 297, we welcome our guest, Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to financial education by providing its curriculum and professional development at no cost to schools.
In today’s episode, we start the episode with the current state of K-12 personal finance education in the U.S. Then we hear how teaching a personal finance class in a school inspired Tim to start Next Gen Personal Finance in 2014. He shares the curriculum they provide to teachers for free, why the 43,000 teachers that are registered on the Next Gen platform are the champions to get personal finance mandated in schools across America, and how he utilizes arcade games to engage kids ranging from K-12.
As we wind down, we hear about what Tim calls Mission 2030, which is to get every student who graduates high school to complete a one-semester personal finance course.
All this and more in episode 297 with Next Gen Personal Finance’s Tim Ranzetta.