The Meb Faber Show - Better Investing

In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.In today’s episode, we discuss David’s background and what led him down the path of value investing. We cover the characteristics that drive Artisan’s framework and investment process.With the recent market selloff in mind, we walk through some industries that are offering value right now, from travel and leisure to energy, and where Artisan has been deploying cash.As the conversation winds down, we talk high-level about the asset management industry and deploying value strategies.All this and more in episode 216 with Artisan Partners’ David Samra. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 215 we welcome our guest, David Chan, COO and a founding team member of FarmTogether. We discuss the FarmTogether platform and making farmland investing more accessible.We cover farmland as an asset class, some history about the fragmented nature of farmland ownership, and the relatively small 2-3% ownership stake that is in institutional hands. We cover the broad models of farmland ownership, and a real-world example of how a deal actually works on the FarmTogether platform.As we get deeper into the conversation, we hear some thoughts on sustainability and the role regenerative agriculture can play in reducing agriculture’s carbon footprint.All this and more in episode 215 with FarmTogether’s David Chan. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 214 we welcome our guest, Jake Gibson, founding partner of Better Tomorrow Ventures.We discuss startup investing in the world of fintech. We get into some of the opportunities going forward, from disruption in products, user experience and distribution models, to how some non-fintech companies may be able to start leveraging the fintech infrastructure to integrate financial services into other products.We touch on the next wave of fintech, banking as a service, and a future that may evolve into a far deeper set of automated financial services that greatly reduce friction and improve the experience for the consumer.Stay tuned to the end to hear some detail about Jake’s new fund, focused on pre-seed and seed stage fintech companies.All this and more, in episode 214 with Jake Gibson. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 213 we welcome our guest, David Sanderson, founder and CEO of Reelgood. We get into David’s frustrating experience of juggling multiple streaming services and how that ultimately led him to launch Reelgood.We talk about the buildout of the product and how important data management and processing is to product implementation. Later on, we chat about the bet he and his company made on fragmentation in the streaming market, and one of the greatest challenges he has faced with his company.Don’t miss this great episode with Reelgood founder and CEO, David Sanderson. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 212 we welcome our guest, Eric Satz, the founder and CEO of AltoIRA.Eric shares the frustration he experienced trying to make private investments in his retirement account, and how that led him down the path of solving the problem and ultimately the launch of his company, AltoIRA.We discuss alternative investments and the case for holding them in retirement accounts. We get into the nuts and bolts of how AltoIRA works and where it is going in the future.As we wind down, we chat about having an understanding what is out of your control and shifting focus to doing your absolute best on what you can control.All this and more, in episode 212 with Eric Satz. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 211 we welcome our guest, Julie Novack, the CEO and co-founder of PartySlate. We discuss the party planning industry and how PartySlate is bringing something entirely different to the table with its content-rich platform and transparent crediting.We get into the frustration Julie faced logging hours online trying to plan a high-profile cancer research gala, and how that experience ultimately led to the idea behind her company. We talk about the business model, growth plans, and her experience with startup incubator, Techstars.Julie even offers thoughts on the future and some major trends she’s seeing take shape in the event planning industry.All this and more, in episode 211 with Julie Novack. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates.We discuss what’s currently going on in the world around us and how rapidly things are changing. We cover the idea of “nowcasting,” and how it’s different from the type of forecasting and opinion that prevalent, often unhelpful, and sometimes downright detrimental to investment decision making.We talk about Research Affiliate’s stance on valuations, emerging markets looking attractive, and having discipline when it comes to analyzing data to form a sensible guide to forward looking expectations. We get into factor investing, value investing’s underperformance, and the behavioral struggle investors have with it.As we wind down, we chat ESG investing, and hear a candid take on the industry’s approach in helping investors prepare for retirement.All this and more, including some of Jonathan’s thoughts on ESG investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s episode we welcome our guest, Andrew Schulz, co-founder and CEO of NoiseAware.We discuss the miserable experience that led to the fresh idea behind NoiseAware’s smart sensor and noise-monitoring technology. We get into the product, use case, and the idea that customers can now have hard data on noise levels at their property, empowering them to be proactive if noise is out of hand, or defend against false noise complaints.We talk about building the company out of Dallas and access to resources the team has had along the way, and we even dive into growth potential for the company as they set sights on international markets.Don’t miss this and more in episode 209. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 208 is a Mebisode. Meb reads a recent piece that highlights the data and reality of market drawdowns, underperformance, and some statistics that illustrate that investors may not be prepared to face the reality of how long underperformance can last.Tune in for this and more in episode 208, including how Meb frames his market expectations. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 207, we welcome our guest, Jeremy Yamaguchi, founder of Lawn Love. We kick off the episode by getting into Jeremy’s background as a son of missionaries, starting his first company at the age of 16, and the curious mind and discerning eye for opportunity that has taken him down the path of entrepreneurship.We touch on the void he saw in lawn care and the technology that underpins the Lawn Love platform, driving value for customers and lawn care professionals. In his pursuit of building Lawn Love he started 3 companies only to kill 2 and run with the one that gained the most traction!We also get into a massive personal stride he made in the realization that his startup competitors that seemed to have easy access to networks, capital, and press, didn’t actually have a silver bullet. His takeaway? There isn’t a substitute for the hard work that it takes to build a company.Don’t miss episode 207 and the details on how Jeremy built this company. Learn more about your ad choices. Visit megaphone.fm/adchoices