#201 - The Case For Global Investing
Episode 201 is a Mebisode. In this episode, you’ll hear Meb discuss his favorite research pieces on international investing from 2019. He covers diversification through the lens of company revenue exposure, international stock dividend yields, and valuations.
All of this and more in episode 201, including some of Meb’s favorite investment resources.
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#202 - Joe Davis - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation
In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.
Meb and Joe get into the broad framework of Vanguard’s …
#200 - Radio Show - Decade End Returns and Valuations…Process vs. Performance…VC Power Laws
Episode 200 has a radio show format. We cover a variety of topics, including:
- Coronavirus – how investors should be thinking about shocks
- CalPERS …
#199 - Peter Livingston - All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do
In episode 199 we welcome our guest, Peter Livingston. Peter and Meb spend some time on Peter’s background and his experience as an engineer and a founder.
They then dive into venture …
#198 - Rabi Gupta and Satwick Saxena - EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts
In episode 198 we welcome our guests, Rabi Gupta and Satwick Saxena. Rabi and Satwick walk through the early days of EvaBot and how the pair started the company accidentally as a way to …
#197 - Rick Rule - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim
In episode 197 we welcome our guest, Rick Rule. Rick and Meb start with Rick’s background in natural resource investing and Rick getting into his …
#196 - Minnie Ingersoll - I Do Believe That Innovation In Our Country Is The Huge Bright Spot
In episode 196 we welcome our guest, Minnie Ingersoll. Minnie and Meb start the conversation by getting into venture capital investing and the nature …
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