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b"Today\\u2019s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm\\xa0applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.\\nIn today\\u2019s episode, we\\u2019re talking about two topics that are important for investors to understand in 2022 \\u2013 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.\\xa0\\xa0\\xa0\\nFinally, we talk about his most recent paper about investing in innovation, a popular investment theme that\\u2019s under scrutiny as of late.\\xa0Kai shares why he believes the current drawdown is not driven by pure innovation but by a selloff in expensive unprofitable stocks.\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"