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

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