
The Meb Faber Show - Better Investing Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475
Apr 12, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
Introduction
00:00 • 2min
The Rise and Fall of Silicon Valley Bank
02:04 • 3min
The Rise and Fall of Silicon Valley Bank
05:03 • 2min
The Failure of Kleiner Perkins
07:17 • 2min
Raging Ventures: A Warning to Investors
09:21 • 3min
The Systemic Impact of Bank ETFs
12:24 • 2min
The Importance of Deposit Insurance
14:00 • 2min
How to Protect Your Hard Earned Cash
16:00 • 2min
The Benefits of Short Term Investments
18:13 • 2min
Insider Score: A New Perspective
20:20 • 2min
Insider Takeaways as a PM
22:13 • 2min
How to Track and Track the Bad Actors and CEOs
24:38 • 2min
The Blending and Merging of Private and Public Markets
26:15 • 4min
How to Be a Successful Investor
29:49 • 2min
The Benefits of Being a Private Market Long-Term Investor
31:22 • 3min
The Benefits of Investing in VC Companies
34:33 • 2min
Toast: A New Venture Opportunity for Entrepreneurs
36:45 • 3min
The Importance of Cell Criteria in Portfolio Construction
39:44 • 3min
The Importance of Refrain Minimization
42:27 • 2min
The Pros and Cons of Chasing Performance
44:11 • 2min
How to Start a Long-Term Proteomics Fund
46:07 • 3min
Why Single Molecule Companies Are a Good Place to Start
48:56 • 2min
Biotech's Potential Runway and Exit
50:45 • 3min
The Future of Cryptocurrency
53:39 • 2min
The Bull Case for Coinbase
56:02 • 3min
The Mechanics of Short Selling
58:42 • 3min
The Psychology of Short Selling
01:01:40 • 2min
Liberty Serious: A Deep Value Play
01:03:21 • 2min
SiriusXM Podcasts: A Billion Dollar Idea
01:05:14 • 5min
The Importance of Sharing Your Work With Regulators
01:09:46 • 2min
The Creative Act
01:11:38 • 2min
How to Invest in the Stock Market
01:13:41 • 2min
The Risks of Investing in Cambria ETFs
01:15:44 • 2min
