The Meb Faber Show - Better Investing Folgen

Episode 147 is a Meb Short. In this episode, you’ll hear Meb discuss a critical topic to consider for investors…The portfolio that helps you get rich isn’t necessarily the portfolio that’s going to help you remain rich. In this piece, Meb explains that risk-free assets often considered “safe,” aren’t exactly that, if viewed in the proper context. He proposes that with some thought, a strategy can be engineered to offer expected drawdowns similar to T-Bills historically, while at the same time, going above and beyond by historically offering exposure to some positive performance after inflation. All this and more in episode 147. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 146 we welcome Neil Littman. Neil starts with his background and how he came up with the idea of Bioverge, a platform that offers an opportunity to invest in healthcare startups, with the mission of democratizing access to early stage healthcare companies. Neil follows that with a discussion of his time at CIRM, and some of the incredible stories and the science he experienced firsthand during his involvement. It was his time at CIRM where he learned that the institutional model of financing and investing could be applied to the retail sector as well. That paired with his desire to provide exposure to the alternative asset class created the perfect storm and the result was Bioverge. Meb then asks Neil to get into the structure of the Bioverge platform. Neil explains that the decentralized network they built provides warm referrals to Bioverge and ultimately links capital to potential investment opportunities. In addition to that, Bioverge provides value added service beyond capital that is important for founders and portfolio companies that may seek support and expertise along the way. Beyond sourcing deal flow, another critical component for Bioverge is diligence on the investment opportunities by leveraging its network of subject matter experts with deep domain expertise. In evaluating opportunities, Neil explains the “nuts and bolts” of the model they use, looking at the risk and reward side of the equation. The conversation then turns to some examples of companies and deals Neil has been involved with since starting Bioverge. Neil provides a walk-through of Notable Labs, which provides personalized drug combination testing for cancer patients, Crowd Med, a service that relies on crowd sourcing to help solve difficult medical cases, Ligandal, a company delivering a gene therapy platform, Occam’s Razor, a company that is attempting to understand and cure neurodegenerative diseases, Blue Mesa health, developing a new breed of digital therapeutics to nudge patients to change behavior, and Echo laboratories, developers of a hybrid microscope with a new twist on the traditional eye piece. The conversation winds down with Neil providing some insight into what he sees in the future for the industry, and the long-term vision for Bioverge. All this and more in episode 146. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 145 is a Meb Short. In this episode, you’ll hear Meb follow-up on his 2014 article, Cloning the Largest Hedge Fund in the World: Bridgewater’s All Weather. Meb covers how Bridgewater’s All Weather portfolio compared to the global asset allocation portfolio, and an extension, the global asset allocation portfolio with leverage. He winds down by giving an update on how the strategies have performed since writing the piece in 2014. All this and more in episode 145. Learn more about your ad choices. Visit megaphone.fm/adchoices