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Episode #391: Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence
...able to collect all the historical CDs and sell it back to them as a point-in-time database. Pretty clever. So you didn’t have clean point-in-time data all the time. So it used to be pretty tough to get this stuff. It got easier over time. And then the fundamental stuff and, obviously, the market data got quite commoditized. But if you start looking for more exotic things, it is sometimes tricky to source. Sometimes you got to be creative. Someti...
Episode #390: Radio Show- Meb’s Thoughts on Angel Investing After Making 250+ Investments
...s too, because that’s what drives all the returns of the S&P 500, or market-cap-weighted index is that as the stock goes up, you own more and more and more Tesla, Walmart, Apple, Amazon. And as it goes down, Enron, pets.com, CMGI you own less and less, and then over time, that’s an amazing trend following portfolio, the big winners generate all the returns. And so, maybe we have listened to both sides of this on the podcast that will adopt it, but...
Episode #389: Eric Crittenden, Standpoint Asset Management – The Market Owes You Nothing
...bout a year and a half off. And that was great, because when you have a non-compete, you need to move away from the industry and just take time off. I don’t know that I ever would have had the ability to stop participating in the markets for a year and a half. And that’s valuable. In fact, I would recommend that people do this. It’s like fasting or something like that where you just have a different perspective on life when the pressures, and the...
Episode #388: Scott Lynn & Masha Golovina, Masterworks – The World’s Largest Art Buyer...
...I think it’s February 17th to 20th. Meb: What’s it called? Masha: Frieze, F-R-I-E-Z-E, so that’s another thing. Things are sort of open, open but wear a mask. The art fairs are still ostensibly happening, and so it’s actually nice to get out there and see a bunch of art in one day versus having to travel all over the city. Meb: This is officially the only few days I’m going anywhere in the next quarter. It was supposed to be in Miami the week prio...
Episode #387: Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in...
..., to some degree, geared I mean to each other…so, like let’s go back to dot-com unwind. U.S. stocks are down a huge amount, EM stocks are down sub 10%. So, it’s that kind of potential landscape we could be in for. In that world, I want to be maximum probationary. I’m playing for alpha diffs, so, I’m like, basically, a lot of the stuff we’ve talked about, the Andeans, particular markets in Central and Eastern Europe, versus being short the growthy...
Episode #386: John Arnold, Arnold Ventures – Why The Greatest Natural Gas Trader Walked...
...keptical of that, that’s an efficient way for economic development in lower-income neighborhoods in America. But because the tax code is the easiest thing to do politically, because democrats like it that it’s a way to do social spending and republicans like it because it has the phrase “tax cut” in it, that if you do any type of tax break, you can fund programs. And so, we have a larger frame of work around try to look at a lot of these breaks th...
Episode 385: Startup Series – Jeff Shaw, Underground Cellar – Disrupting E-Commerce Wine Sales...
...lar, the concept wasn’t initially for wine, the idea was digitizing in an e-commerce model this experience of an upgrade. You talked about your example of getting upgraded on an airline flight. There is no one else selling anything online, wine or otherwise, in the way that we do it with the upgrade model. But the concept, people understand upgrades. You go on your airline flight and they’re like, “Oh, you know, Mr. Faber, you’ve been upgraded to...
Episode #384: Robert Cantwell, Upholdings – The Man Behind The First Hedge Fund to...
...a certain price or not. And what we found there is 30 or 40 years ago, pre-computers for the most part, pre-web, the concept of the investor hiding away in the top of the castle in a room reading 10-Ks had a lot of plausibility to it because that information was not widely disseminated. And if you invested enough of your personal time, you could find things in those footnotes that gave you a differentiated view on a security that the market may o...
Episode 383: Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse...
...xplain to listeners what’s Paxos. Mike: Paxos is a crypto infrastructure-as-a-service company. So they power PayPal’s crypto product. They power Mercado Pago’s. The largest stablecoin issuer in the world. What a stablecoin is, is effectively…it’s a token that’s pegged to the value of something else. Most stablecoins are pegged to the value of dollars, some to the euro. Paxos also has tokens pegged to the value of gold, so commodities. They’re work...
Episode #382: Dan Zwirn, Arena Investors – A Stoic Approach to Investing
...lending to financial sponsors, leveraged buyout firms that’s been very over-competed. We don’t like the CLO space, either the left side or the right side of the balance sheet. Leveraged loans are one of the most overheated areas in the world. And the securities that finance them through the securitization markets are also terribly overpriced and badly structured in too long a duration and all kinds of unappealing stuff. In property, we finance fol...
