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Episode #212: Eric Satz, AltoIRA, “I Want Everybody To Be Able To Invest In...
...n he and his team had been blazing a trail for investors delivering an easy-to-use process to invest in alternatives in retirement accounts. In today’s episode, our guest shares the frustration he experienced trying to make private investments in his own retirement account and how that led him down the path of solving the problem and ultimately, the launch of his company, Alto IRA. We discuss alternative investments like real estate, and farmland,...
Episode #211: Julie Novack, PartySlate, “We Know Who Works Together…We Can Amplify Those Real...
...n’t wanna be distracted by brand advertising, for example, or think about e-commerce or gifting. We are gonna stay very focused on this subscription model until we’re at the scale where we can start thinking about a second revenue model. So, you know, Houzz didn’t add commerce till they were like, you know, eight or nine years in, and really positioned as the leader in home decor, home design inspiration. And even that, who knows if that’s what th...
Episode #210: Jonathan Treussard, Research Affiliates, “Be Aware Of The Cracks Under Your Feet”
...t the school of management at BU, who as a matter of fact, became my father-in-law years later. Meb: What? That’s a whole ‘nother podcast. Amazing. Jonathan: Seriously. Right? But in the meantime, we started talking very early on in the semester and he said, you know, “Everything you like about economics, dealing with uncertainty and optimizing under-uncertainty, that sort of thing, that’s finance. So how about you focus on that?” That’s been an i...
Episode #209: Andrew Schulz, NoiseAware, “A Lot Of Our Competitive Advantage Is How We...
...w, interesting ideas. Tell me a little bit about you prior to starting the company post-GA Tech. What were you, electrical engineer? Andrew: I was. I was an electrical engineer. My last corporate job, as they say, was building radar systems for the government, which Georgia Tech was a fairly solid signal processing curriculum and then I took that into the corporate world, which I really enjoyed that mixture of programming, hardware design and kind...
Episode #208: How Long Can You Handle Underperforming?
...vests, and Investing in the time of Corona Transcript of Episode 208: Welcome Message: Welcome to the Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here. Disclaimer: Meb Faber’s the co-founder and chief investment officer at Cambria Investment Management. Due to in...
Episode #207: Jeremy Yamaguchi, Lawn Love, “It’s…One Of The Last Markets In The US…That...
...he company and its expansion 16:54 – Getting started in San Diego 19:43 – Y-Combinator 21:40 – Silver Bullets (Yamaguchi) 24:30 – Progression of the company since Y-Combinator 26:29 – How the market fell out from under them in 2016 33:26 – Expanding beyond their first few markets 35:58 – Biggest needs for growth 38:41 – Future plans for Lawn Love 42:28 – Opportunities to explore 46:18 – Most memorable investment 48:12 – Connect with Jeremy: @jerem...
Episode #206: Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests,...
...gy. Then I’d leverage that puppy up the entire allocation to around one-and-a-half, maybe even two times. And I think that potentially gets you to around 20%. However, as you’ll see in the third part of the series, I don’t do that. Why? Because I don’t think I could handle it. Munger famously said there are only three ways to go broke: liquor, ladies, and leverage. And it’s 2020, so maybe a 2020 Me Too version of that would be liquor, love, and le...
Episode #205: Derren Geiger, Cornerstone Acquisition and Management, “E&P Companies Are Doing Whatever They...
...Derren: Yeah, I think if they’re attending conferences, there’s two NAPE, N-A-P-E, conferences in North American Petroleum Expo in Houston twice per year. One is coming up in February. That’s generally winter [inaudible 00:40:49], very, very widely attended. So whether you’re a group like ours or a publicly-traded E&P company, private, even along the upstream, midstream, downstream. I mean, it’s just it’s a massive Expo that we attend each semi-an...
Episode #204: Doug Hapeman and Matt Milford, Foresight Mental Health, “We Have This Vision...
...nagement or its affiliates. For more information, visit cambriainvestments.com Meb: Welcome, podcast listeners. We’ve got a great show for you today. Our guests are the founders behind Foresight Mental Health, a startup that is revolutionising mental health care through the use of modern technology, delivering highly personalised, data-backed treatment plans to each patient while helping psychiatrists prescribe medication more safely and efficient...
Episode #203: Sanchal Ranjan, ZiffyHomes, “We Give You A Different Lifestyle To Work And...
...cause a lot of businesses are based on WhatsApp as a platform itself like e-commerce platforms out there who are just dependent on WhatsApp and doing huge revenue. So I believe that these are the changes that we are seeing, and that every change that’s coming into our way, we are very excited how we can work together with these, you know, products. Meb: So, I imagine, and you can speak to this, but the biggest headache on scaling, or at least one...