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cover of episode Meb Faber - Factors, Dividends, and Angel Investing - [Invest Like the Best, EP.53]

Meb Faber - Factors, Dividends, and Angel Investing - [Invest Like the Best, EP.53]

2017/9/7
logo of podcast Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy

Shownotes Transcript

My guest this week is Meb Faber, who started a podcast similar to this one right before mine and was a big reason I was open to the idea in the first place. Meb is a quantitative researcher whose firm Cambria has been behind many interesting investment strategies that break the Wall Street mold. We talk investing factors, dividends, angel investing, podcasts and more. This was a fun catch up with a close friend in the industry who has been in a leader in using data to explore the best active strategies in a variety of asset classes. Please enjoy our conversation, which begins with a factor draft.

 

For comprehensive show notes on this episode go to http://investorfieldguide.com/meb)

For more episodes go to InvestorFieldGuide.com/podcast).

To get involved with Project Frontier, head to InvestorFieldGuide.com/frontier).

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub).

Follow Patrick on Twitter at @patrick_oshag)

 

Books Referenced

Dr. Tatiana's Sex Advice to All Creation: The Definitive Guide to the Evolutionary Biology of Sex)

 

Links Referenced

Update on the Valuation Metric Horserace: 2011-2015)

Jason Calacanis on Meb Faber Show)

Brent BeShore episode of Invest Like the Best)

Team Ritholtz episode of Invest Like the Best)

 

Show Notes

1:55 – (First question) – Drafting quant factors

            4:10 – Update on the Valuation Metric Horserace: 2011-2015)

10:25 – Most interesting thing Meb’s learned over the past year       

            14:05 – Jason Calacanis on Meb Faber Show)

            14:49 – Brent BeShore episode of Invest Like the Best)

16:10 – What is Meb’s process for investing in private companies

18:35 – What part of the fintech landscape would Meb be most excited about

26:50 – What has been working well on the business front for Meb

30:34 – Looking at investor behavior and changing fee structures

35:54 – What has Meb enjoyed most about doing a podcast

            36:26 – Team Ritholtz episode of Invest Like the Best)

40:55 – A list of guests that meb would like to have on

            41:27 – Dr. Tatiana's Sex Advice to All Creation: The Definitive Guide to the Evolutionary Biology of Sex)

43:19 – If Meb couldn’t work in this business, what would he do

45:02 – Same question for Patrick

47:28 – Kindest thing anyone has done for Meb

  

Learn More

For more episodes go to InvestorFieldGuide.com/podcast). 

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub)

Follow Patrick on twitter at @patrick_oshag)