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The Meb Faber Show - Better Investing

Peter Livingston, Unpopular Ventures - The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage | #379

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 22 December 2021

⏱️ 67 minutes

🧾️ Download transcript

Summary

In episode 379, we welcome back our guest, Peter Livingston, founder of Unpopular Ventures, which invests in early stage technology startups around the globe. In today’s episode, we hear what’s gone on with Unpopular Ventures since Peter’s first appearance last year and what led him to hire multiple partners to build out his syndicate. Then we take a look at the investment landscape in places like Asia, Africa, and Latin America and hear what he thinks about the high valuations in the private market today. And of course we walk through some names, including Jeeves, his best performing investment. Be sure to stick around to the end to hear what Peter thinks about some recent news in the venture space about Tiger Global & Sequoia. To listen to Peter’s first appearance on The Meb Faber Show, click here. ----- 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 ----- Today’s episode is sponsored by GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show." Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.

0:11.0

Join us as we discuss the craft of investing and

0:13.5

uncover new and profitable ideas all to help you grow wealthier and wiser.

0:17.2

Better investing starts here.

0:18.8

Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.

0:23.4

Didn't industry regulations, he will not discuss any of Cambria's funds on this podcast.

0:27.2

All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion

0:31.1

of Cambria Investment Management or its affiliates.

0:33.4

For more information, visit Cambria Investments.com.

0:35.6

Hey friends, today we're back with one of our favorite guests who's the founder of Unpopular Ventures

0:44.4

which invests in early-stage technology startups all around the globe.

0:48.1

In today's show we hear what's going on with Unpopular Ventures since our first episode with our guests last year and

0:53.8

what led him to hire multiple partners and build out a syndicate.

0:57.1

We take a look at the investment landscape in places like Asia, Africa, Latin America,

1:01.6

and hear what he thinks about the high valuations and the private markets today.

1:05.6

And of course we walk through some current names and ideas, including Jeeves, one of his best performing

1:10.2

investments.

1:11.2

That's not Ask Jeeves by the way.

1:13.0

Be sure to stick around to the end to hear what our guest thinks about some recent news in the venture space, about Tiger Global and Sequoia.

1:19.0

This episode is brought to you by Ten East.

1:22.0

Long time listeners know I've invested in private markets quite a bit myself, but with access to these markets broadening it can be hard to know where to find vetted high quality offerings. That's where Ten East comes in.

1:33.6

Ten East is a platform where qualified investors

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