#411 – Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3

94 minutes

Today’s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.

In today’s episode, we’re talking about two topics that are important for investors to understand in 2022 – intangibles and innovation. Kai shares how he uses machine learning to track things like brand equity, human capital, network effects, and IP to measure the intangible value of each firm (and how he implements this through his ETF, ITAN). Then he shares why his research leads him to believe value is not dead.   

Finally, we talk about his most recent paper about investing in innovation, a popular investment theme that’s under scrutiny as of late.  Kai shares why he believes the current drawdown is not driven by pure innovation but by a selloff in expensive unprofitable stocks.

-----

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

More episodes from The Meb Faber Show

Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential | #465

 Today’s guest is Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. You may know Jim from his prior time at O’Shaughnessy Asset Management or from hosting the Infinite Loops …

J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463

Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.

In today’s episode, Dr. Kelly shares his …

Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461

Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56