[ad_1] Episode #414: Tim Laehy – All About Coinbase (COIN) With The Firm’s Former CFO Visitor: Tim Laehy is the CFO at Crexi, a market for getting, promoting, and leasing industrial actual property on-line. He was beforehand the CFO at Coinbase and has in depth expertise as a public & personal firm CFO, main three profitable IPO’s and over $3b of capital raised. Date Recorded: 4/7/2022 | Run-Time: 1:04:01 Abstract: In at present’s episode, we’re speaking all issues Coinbase! Tim was beforehand the interim CFO for Coinbase so we thought it’d be enjoyable to listen to from him in…
Author: Meb Faber
[ad_1] Episode #412: Radio Present: Meb’s Acquired Information!…YTD Inventory & Bond Efficiency…$7 Fuel in SoCal Company: Meb Faber, Justin Bosch & Colby Donovan Date Recorded: 5/3/2022 | Run-Time: 37:14 Abstract: Episode 412 has a radio present format. We cowl: The Concept Farm is now free!!! YTD inventory & bond returns Development-following as a diversifier for 60/40 portfolios Inflation and rising meals prices Feedback or options? Fascinated with sponsoring an episode? E mail Colby at colby@cambriainvestments.com Hyperlinks from the Episode: Transcript of Episode 412: Welcome Message: Welcome to the ” Meb Faber…
[ad_1] Episode #411: Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Worth, & Web3 Visitor: Kai Wu is the founder and Chief Funding Officer of Sparkline Capital, an funding administration agency making use of state-of-the-art machine studying and computing to uncover alpha in giant, unstructured knowledge units. Beforehand, Kai labored at GMO, the place he was a member of Jeremy Grantham’s $40 billion asset allocation group. Date Recorded: 4/20/2022 | Run-Time: 1:33:10 Abstract: In right now’s episode, we’re speaking about two subjects which can be vital for buyers to know in 2022 – intangibles and innovation. Kai shares how he makes…
[ad_1] Episode #410: Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing Throughout The Vitality Transition Visitor: Christopher P. Bloomstran, CFA, is the President and CIO of Semper Augustus Investments Group LLC. Chris has three many years {of professional} funding expertise with a disciplined, value-driven method to elementary fairness and business analysis. Date Recorded: 4/20/2022 | Run-Time: 1:59:57 Abstract: In at present’s episode, we contact on quite a bit. Chris shares why the very best buyers are those that can pivot, why an excellent enterprise doesn’t equate to an excellent inventory, and what classes he realized from purchase and…
[ad_1] Episode #409: Meb’s Nook – Ben Rollert, Composer – Democratizing Entry To Quantitative Funding Methods Visitor: Ben Rollert is the CEO & co-founder of Composer, an automatic buying and selling platform that lets you construct a portfolio of hedge fund-like methods. Date Recorded: 4/20/2022 | Run-Time: 57:32 Abstract: In as we speak’s episode, Ben shares what led him to start out a brand new firm within the midst of COVID mania in April 2020. He shares an summary of Composer and the completely different buying and selling methods they provide you entry to, together with ones by the likes…
[ad_1] Episode #408: Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, Worldwide Harvester, and the Start of Fashionable Agriculture Visitor: Neil Dahlstrom has spent practically 20 years because the resident archivist and historian at John Deere. He’s additionally the writer of Tractor Wars: John Deere, Henry Ford, Worldwide Harvester, and the Start of Fashionable Agriculture. Date Recorded: 4/6/2022 | Run-Time: 50:43 Abstract: In as we speak’s episode, enterprise wars hits the farm! Neil’s ebook is a case examine on the evolution of the tractor trade and it’s significance throughout a time the world was experiencing a…
[ad_1] Episode #407: Marc Chaikin, Chaikin Analytics – A Quantamental Method To Investing Visitor: Marc Chaikin is a 50-year Wall Road veteran who based Chaikin Analytics LLC to ship confirmed inventory analytics to traders and merchants. Date Recorded: 3/23/2022 | Run-Time: 36:42 Abstract: In right now’s episode, we begin by discussing Marc’s early profession and what led him to have an method right now that mixes each fundamentals and technicals. We hear about among the 20 elements that make up his mannequin and the way it urged him to purchase Overstock and Wayfair early within the pandemic. Then, Marc…
[ad_1] Episode #406: Dylan Grice, Calderwood Capital – Well-liked Delusions, The Finish of Length & Esoteric Funding Alternatives Visitor: Dylan Grice is the co-founder of Calderwood Capital, a hedge fund boutique specializing in orthogonal, area of interest and capacity-constrained hedge-fund methods. He’s additionally the creator of Well-liked Delusions. Date Recorded: 4/3/2022 | Run-Time: 1:03:07 Abstract: In at this time’s episode, we kick it off by speaking concerning the finish of period and the headwinds that long-duration belongings like shares, bonds, personal fairness and actual property face going ahead. That leads us to speak about why Dylan loves the concept of…
[ad_1] Episode #405: Gio Valiante – Put together For The Masters With A Masterclass on Peak Efficiency in Athletics & Investing Visitor: Dr. Gio Valiante is considered one of the profitable efficiency coaches on the earth. He’s at present the Head Efficiency Coach for the Buffalo Payments and works with a few of the prime golfers on the PGA Tour. He was beforehand the Head Efficiency Coach for Point72 and Steve Cohen. Date Recorded: 8/1/2022 | Run-Time: 58:32 Abstract: In at the moment’s episode, we’ve a masterclass on peak efficiency! We kick it off by listening to how Jack…
[ad_1] Episode #404: Mebisode – How I Make investments 2022 Run-Time: 21:03 Abstract: On this Mebisode, Meb reads his article titled “How I Make investments 2022” which is an replace to a chunk he initially penned through the pandemic in 2020. You’ll hear how Meb invests his personal cash and the way that’s modified prior to now two years. Sponsor: MUDWTR is a espresso various that helps your morning ritual with out all of the nervousness and jitters of espresso. Get your starter equipment and free frother at mudwtr.com/meb and use code FABER for 15% off. Feedback or recommendations? Inquisitive about sponsoring an episode? E-mail Colby at…