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Episode #264: Sammy Courtright, Ten Spot, “How Do We Get People To Feel Like...
...with you. You can shadow them for a couple of days on the job. There’s peer-to-peer learning opportunities. If you find that I’m really good at UX UI. I’m not, but hypothetically, I’m really good at UX UI and I can run a 15-minute tutorial on tips and tricks that I’ve learned that my peers can observe. You can do all of that through our platform. So there’s like that new employee connections that we’re facilitating. And then if you’re already an e...
Episode #263: Best Idea Show – Julian Klymochko, Accelerate Financial Technologies, “The Purpose, And...
...ed. Meb: Like many strategies, I put this under the frustration arb or pain-in-the-ass arb, where, clearly, there’s some there there, but if you don’t monitor it and you muck up even a couple trades, it can have a pretty big, outsized outcome and the headache of dealing with it. So this must feel a little bit like Christmas for you. I’ve been watching you on Twitter and some of these comments. I’ve always been interested in a way to participate. Y...
Episode #262: Ihor Dusaniwsky, S3 Partners, “When People Say ‘Shorts Only Kill The Stock...
...it looks like since 2010, Tesla shorts are down around $42 billion in mark-to-market losses. Now, some of that is offset by convertible bonds, options, and such. If you’re looking at your P&L, on the equity side, they’re down around $42 billion. They’re still in it. Tesla is still the number one short in the market. It’s by far, the short sellers are still holding on to their positions. It’s the tough long short. It’s just every day is a new stor...
The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on...
...w.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/-X_v4hKzwRk...
Episode #261: Best Idea Show – Mike Lecours, fpPathfinder, “We’re Seeing More Advisors Start...
...we just add two new ones every single month. And then we keep everything up-to-date. A lot started off early on, just on IRA contribution and distribution rules and those things, because so many retirees are gonna be having those questions and so many advisors deal with retirees. We started to branch out with the checklists, those go into a lot of life events. So just to your point about having a checklist for when you have a child, that’s one tha...
Episode #260: Joel Greenblatt, Gotham Asset Management, “Nine Out Of Ten Families In The...
...Apple computer, the little $2,000 Apple computer disrupted a $200,000 mini-computer. And it iterates over time and gets better. And that’s what I think this…I would say it’s a poor man’s diploma, you know, passing these tests or getting the certificate, but I think it will iterate over time. And these companies are great at looking at data to decide what works and they’ll look up what standards should they set for these people? And then I think w...
Episode #259: Shane Heath, MUDWTR, “I Had Everything In My Head Already…I Felt Like...
...althy subscription business. It was my first time working in subscription e-commerce and I sort of fell in love with that membership feel. So that’s 2017. In 2018, I was working in this office environment full of coffee drinkers and people like every day were coming up to me and like talking about how they’re trying to give up their afternoon cup or give it up for lent…or like quit coffee altogether. And I was just like, this is so interesting bec...
Episode #258: Best Idea Show – Wes Gray, Alpha Architect, “An ETF Centralizes Everything...
...TF. We spend a lot of time walking through the process of getting a fund up-and-running, which is not for the faint of heart, and even walk through some case studies of some folks that have launched ETFs with Alpha Architect’s white label business. Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://yout...
Episode #257: Marc Levine, “A Lot Of Times, If You Could Just Make Fewer...
...60/40 grew out of a time when, you know, 5%, 6%, 7%, maybe even 3% or 2-and-a-half-percent treasuries, pick up a 100 bips and spread on a single A corporate bond or mortgage backed security. Squeak out with 4% or 5%, maybe. And that was…We are in that. Blows my mind, where we are, because I don’t want to buy a bond. And I argue with my own good friends, who I respect. Smart guys, brilliant guys. I’m like, geez, 60/40 feels right when bonds have a...
The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble,...
...nagers and investment researchers from all over the planet. Enough from me, let’s let Rob take over this special episode. To Read the Original Piece: Visit the Research Affiliates site and read the piece, by clicking here Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/Tbl0Kckf_0I...