Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 12 April 2023

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s returning guest is Raging Capital Ventures’ Bill Martin. Today’s episode starts off with a Twitter thread from Bill on January 18th which said there were bigger problems at Silicon Valley Bank than just their large exposure to the stressed venture world. Bill gives his view on how the situation has unfolded and the implications for both the banking and venture capital ecosystem. Then we spend some time on the convergence of public and private markets, something Bill has been at the forefront of. He also shares some high level thoughts on the markets, including some areas he sees opportunities on both the long and short side. To listen to Bill's first appearance on the podcast, 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 Farmland LP. Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Since 2009, they have built a 15,000-acre portfolio representing over $200M in AUM. To learn more about their latest offering, visit farmlandlp.com or email them at [email protected] Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber 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.
0:20.0	Matt Baber 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 Cambry'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.
0:36.4	What's up my friends?
0:40.4	We've got an especially timely episode today with returning guests
0:43.6	podcast alum raging capital ventures Bill Martin. Bill was way ahead of the
0:48.7	implosion of Silicon Valley Bank on January 18th he penned a tweet thread detailing there were bigger problems at the bank
0:56.0	than just their large exposure to the stress venture world. Bill gives us his view on how the situation
1:01.8	is unfolded and the implications for both
1:03.7	the banking and venture capital ecosystem going forward. We then spend some time on the
1:08.9	convergence of public and private markets, high-level thoughts on all the stock markets, what's going on,
1:14.8	including some areas he sees opportunities on both the long and short sides, some
1:20.0	fun names in there.
1:22.3	This episode is brought to you by 10 East. Long time
1:25.2	listeners know I've invested in private markets quite a bit myself but with
1:29.0	access to these markets broadening it can be hard to know where to find
	...

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