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