The Meb Faber Show - Better Investing

Episode 206 is a Mebisode. Meb reads a few of his recently penned pieces. He covers the importance of being prepared for market turbulence with an investment plan. He then walks through some core ideas for building and maintaining wealth. He ties these ideas together with a chat on how he invests his own money. He concludes with some thoughts on investing in the time of the Coronavirus.If the markets have you concerned, make sure you don’t miss what Meb has to share to help you stay on track in episode 206. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ process for investing in onshore US oil & gas mineral rights and royalty interests.They get into sourcing opportunities, some detail on the royalty model, the role hedging plays in managing risk, and the balance of commodity exposure in the portfolio.As the conversation winds down, the pair walk through an actual example of how an acquisition played out, as well as Derren’s thoughts on the energy market.All this and more in episode 205, including Derren’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 204, Meb talks with Foresight Mental Health co-founders Doug Hapeman and Matt Milford. They discuss Foresight’s origin story and the vision Doug and Matt had to apply technology to radically improve mental healthcare.They get into the lack of technology adoption by psychiatrists that exists today, and what it took to build a fully integrated model from scratch to serve patients and healthcare providers.The group even covers the patient and healthcare provider experience with Foresight and using data to drive a new standard of care.All this and more in episode 204, including Doug and Matt’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 203, Meb talks with ZiffyHomes co-founder and CEO, Sanchal Ranjan. Meb and Sanchal discuss the story behind ZiffyHomes and how Sanchal and his co-founder are finding an edge in technology to offer a more uniform platform to improve home rental utilization and experience.The pair touch on the current state of the Indian home rental market and the opportunity ZiffyHomes is addressing right now.They get into competition and what it takes to grow in this industry. While this company is experiencing incredible growth, we walk through some challenges the team has faced and even some lessons learned along the way.All this and more in episode 203, including Sanchal’s Y Combinator journey. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.Meb and Joe get into the broad framework of Vanguard’s research, and some depth on the thinking and process involved. They walk through some current thoughts on a few different asset classes and the Vanguard Capital Markets Model.The pair cover Vanguard’s most recent outlook, and their projections that offer an average return differential for non-US equities of roughly 3-4% vs. US equities.Stay tuned to the end of this great conversation as Joe discusses the concept of the “Idea multiplier,” a fresh way of thinking about the evolution of knowledge and innovation.All this and more in episode 202, including Joe’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 201 is a Mebisode. In this episode, you’ll hear Meb discuss his favorite research pieces on international investing from 2019. He covers diversification through the lens of company revenue exposure, international stock dividend yields, and valuations.All of this and more in episode 201, including some of Meb’s favorite investment resources. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 200 has a radio show format. We cover a variety of topics, including: Coronavirus – how investors should be thinking about shocks CalPERS firing managers Venture capital and power laws Knowing what you own There’s this and plenty more in episode 200. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 199 we welcome our guest, Peter Livingston. Peter and Meb spend some time on Peter’s background and his experience as an engineer and a founder.They then dive into venture capital investing and Peter’s thoughts on the corporate VC model. That leads right into Peter’s early investment experience in private companies and trying to raise a fund of his own.Peter explains that trying to raise a fund led him to a unique place and a perspective on the traditional VC model that ultimately was the origin behind his firm, Unpopular Ventures. He spends time explaining why he feels the syndicate model is superior to the VC model, and the rapid pace of growth he’s experienced since launch.Meb then asks Peter to get into some of the investments he’s made.As the conversation winds down, Peter touches on his thoughts for the future.All this and more in episode 199. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 198 we welcome our guests, Rabi Gupta and Satwick Saxena. Rabi and Satwick walk through the early days of EvaBot and how the pair started the company accidentally as a way to improve their networking efforts in Silicon Valley. As a result of some feedback, they launched their company, EvaBot.They discuss building the product from an idea, and deciding that a bot was the solution that would make the product work paired with some additional automation in their operations.Meb follows with some questions on EvaBot’s target market. Rabi and Satwick discuss traction in the real estate and mortgage industries, but feel there are other verticals that offer use cases for EvaBot.The conversation then transitions into the company’s experience with funding. The pair get into their seed round in 2017 and the growth they experienced after that round which served as validation of product market fit.As the conversation winds down, Rabi and Satwick dive into the process behind sourcing all of the great gift products they offer.All this and more in episode 198, including a can’t miss offer at the end of the episode from Rabi and Satwick. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 197 we welcome our guest, Rick Rule. Rick and Meb start with Rick’s background in natural resource investing and Rick getting into his outlook for resources and precious metals.Meb and Rick dive into some of the forces that he sees influencing gold and precious metals prices including negative yielding sovereign bonds, US budget deficits, and potential reversion to the mean for precious metals investing market share.Rick then covers some interesting statistics Sprott has observed in investor interest in natural resource investing.The conversation then shifts to commodities and natural resources more broadly. Rick talks oil and uranium followed by some practical thoughts on portfolio implementation.All this and more in episode 197, including Rick’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices