The Meb Faber Show - Better Investing Folgen

In episode 228 we welcome our guest, Danilo Santiago, founding partner of Rational Investment Methodology. In today’s episode, we’re talking stocks and investment process.   We take a deep dive into Danilo’s fundamental process that is, to a large extent, automated by programs he developed over many years. We chat about circle of competence, and why Rational focuses on a quasi-static group of about 60 companies, and has done so for over a decade.   We even walk through a case study, and talk about how Danilo thinks about the long and short side of his book.   All this and more in episode 228 with Danilo Santiago Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 227 we welcome our guest, Alex Smereczniak, Co-Founder and CEO of 2ULaundry. In today’s episode, we’re talking about re-thinking the laundry and dry cleaning business. Alex cut his teeth in the business with a student-run startup at Wake Forest. We get into what he saw with existing startup models trying to scale the laundry business, and why he thought the model needed to be approached in an entirely different way. We discuss scaling the business and 2ULaundry’s differentiating factors of pick up and delivery scheduling, vertical integration, and launching in markets where there is little competition, but room to scale. As the conversation winds down, we cover what 2ULaundry has done to navigate during the COVID-19 pandemic. All this and more in episode 227 with Alex Smereczniak. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 226 we welcome our guest, Vineer Bhansali, CIO of LongTail Alpha. In today’s episode, we’re talking current markets and tail risk hedging. We get into what has been going on in markets, and talk about asymmetric portfolio construction. We discuss recent market liquidity, and how it is the worst Vineer has seen in his career. We cover tail risk hedging, and walk through some examples of how to implement, and how different techniques fare in various environments. All this and more in episode 226 with Vineer Bhansali. Learn more about your ad choices. Visit megaphone.fm/adchoices