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Episode #411: Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3
...the bubble pops. Is that what’s happening here? Are we about to enter a dot-com style winter in innovation? The goal was to approach this with an objective and evidence-based approach. The first thing I had to do was to reverse engineer what is it that is innovation. And, you know, you think about what people who are innovative investors say today, they say, “Hey, there’s like AI, there’s blockchain, there’s VR.” You can kind of get a sense for wh...
Episode #410: Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy...
...ed in a certain style? Because mid-90s, everyone I knew was trading the dot-coms, baby. Chris: I never got into it. We being the bank trust company, the old United Missouri Bank, it was very much a value approach. But it was price-to-earnings, price-to-sales, price-to-cash flow, dividend yield, nobody was looking for a moat. And being too conservative place as banks typically are, we had several hundred stocks in a portfolio, so it was a little...
Episode #409: Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment...
...o. I just remembered it, and then maybe crushing the pronunciation of it. J-I-C-A-R-O Island Lodge. Ben: Okay, I know that one. Yeah. Meb: So okay, I want to hear… You’re hanging out in Nicaragua, and maybe it’s before that, and you’re like, “All right, this Robinhood account I got is garbage,” or maybe you’re like, “This target date fund is just not doing it for me.” What was the initial inspiration? Did you come from a traditional investment ban...
Episode #408: Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International...
...rew the market. It’s a lot more chaotic, it reminds me very much of the dot-coms of the 1990s where all of a sudden if you’re building a tractor it’s really easy to raise capital. And six months later, you’re probably skipping town and hiding from your creditors. Meb: Well, most of these that did raise capital, was it friends and family or bank at that time because there’s not a whole lot of the Silicon Valley venture industry at this point that’s...
Episode #407: Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing
...h with that portion of my portfolio, and I think that’s better than the all-or-nothing approach. Sure I have technical indicators that I look at. So, recently, we got extremely oversold, even though the S&P was only down 13% from its January 2nd high. The NASDAQ, small-cap indices like the IWM, EV stocks, they were in their own bear market. There were these crashes, mini crashes just pouring over the stock market. For instance, over 50% of the sto...
Episode #406: Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration &...
...ones and we’ll touch on a few. But as we start to move away from this tough-to-beat benchmark, this cockroach, into, “Okay, how can we start to add value?” Let’s start to think about it, either you can take this and tee it up as a strategy, a particular idea, something, whether it’s more long term strategic or short term tactical, how do we start to think about how we move away and look different from that portfolio to add some value in the coming...
Episode #405: Gio Valiante – Prepare For The Masters With A Masterclass on Peak...
...e last several generations. No one would deny that. And he came out as a 17-year-old, 18-year-old, 19-year-old, 20-year-old golfer and took the golf world by storm, won everything, won the U.S. Open, I think, by 9 shots. And Jordan Spieth is another example to a lesser degree. So, what happens is you come out, you love golf, you love to compete, but then you sign a $200 million Nike contract. And he’s in commercials for Omega watches, talking abou...
Episode #404: Mebisode – How I Invest 2022
...hanged in the past two years. Sponsor: MUD\WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off. Comments or suggestions? Interested in sponsoring an episode? Email Colby at colby@cambriainvestments.com https://youtu.be/aQvrLAx_cMk...
Episode #403: Ivy Zelman, Zelman & Associates – Here’s Why This Housing Expert Says...
...fied. Go to mudwtr.com/meb to support the show and use code Faber, that’s F-A-B-E-R for 15% off. That’s mudwtr.com/meb and use code Faber for15% off. Meb: What’s up my friends? We’ve got a great episode for you today. Our guest is Ivy Zelman, CEO and co-founder of Zelman & Associates, a leading housing and research firm. She was recently named the Barron’s 100 most influential woman in U.S. finance and gained notoriety leading up to the global fin...
Episode #402: Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure
...anywhere where you have a lot of notional but relatively modest impact day-to-day, it makes that really interesting. It makes the whole liquid alt category, which I joked was basically just a LIBOR before. It’s like LIBOR plus something, a very expensive LIBOR plus something. And all of a sudden with the right amount of leverage, we could create products that can appreciate meaningfully, can meaningfully hedge, is balance sheet efficient. So if y...
