
The Meb Faber Show - Better Investing Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3 | #411
May 4, 2022
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
ETF Conference, Where's the Crypto Conference?
02:24 • 2min
The Challenge With the CryptoCommunity on the E T F Side
04:06 • 2min
How Did You Get a Job Right Out of College?
05:54 • 3min
Crypto Trading Strategy
08:33 • 2min
Sparkline - The Origin Story
10:51 • 3min
The Death of Value
13:28 • 3min
How to Integrate Metric in a Business Model?
16:37 • 4min
Quantifying Dark Matter
21:06 • 5min
Is There Anytheatr Particularly Negative in This Category?
26:09 • 2min
The Value Strategy
28:18 • 4min
Do You Have a Portfolio Strategy That Follows the Value Through the Economy?
32:27 • 3min
Is the Value Investure a Sixth Factor?
35:56 • 3min
ETF - The Spark Line, Listeners, Ticker.
38:48 • 2min
What's a Value Investor Doin in Crypto?
40:34 • 3min
Investing in Cryptocurrency
43:25 • 4min
The Web Trees - The Playbook
46:57 • 4min
The Future of Cryptocurrency Trading
50:30 • 3min
How to Get Exposure to Cryptocurrencies
54:00 • 2min
The Long Tail of Investing
56:00 • 2min
The Big Idea of the Paper Is Disruption, N Innovation
57:34 • 5min
The Future of Technology Trends
01:02:32 • 3min
Investing in Innovation
01:05:39 • 5min
Is Growth Investing Just a Grivrand of Growth?
01:10:09 • 3min
Are the Innovation Factors a Bigger Drawdown Than Most Investors Think?
01:13:13 • 3min
Innovation Is a Unique Factor, Undiscovered Factor
01:16:22 • 2min
How to Get Rid of the Most Overvalued Companies in the Innovation Space
01:18:23 • 2min
Is There a Subset of the Intangible Value for Your Work?
01:20:47 • 3min
The Long Term Story of Innovation
01:23:18 • 2min
Is There Aney Research Ideas That You're Thinking About?
01:25:20 • 2min
The Most Memorable Investment?
01:27:29 • 2min
The Secrets of the Diamond Industry
01:29:02 • 2min
Investing in High Yield Stocks
01:31:08 • 2min
