The Idea Farm | Better Investing with Market Research

The signal in the noise—
better investing with The Idea Farm.

Access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers.

The Long-Run Effects of Technological Disruption on Workers

Goldman Sachs

Pierfrancesco Mei, Jessica Rindels

Global Macroeconomics

|

May 2026

Goldman Sachs studies four decades of worker level data to assess how technology driven job displacement affects employment, wages, wealth, and household formation.

Global Macroeconomics

May 2026

Goldman Sachs studies four decades of worker level data to assess how technology driven job displacement affects employment, wages, wealth, and household formation.

Goldman Sachs

Pierfrancesco Mei, Jessica Rindels

The Latest

The Great 2026 Reset…

Deutsche Bank

Jim Reid

Markets

|

May 2026

Could you wait a quarter of a century?

Deutsche Bank

Jim Reid

Markets

|

May 2026

In Wine Country, Sales Are Down and Fraud is Rampant

The New York Times

Ian Frisch

Alternative Assets

|

May 2026

Curated Podcasts

Markets

Ep.71

When Massive Private Companies Go Public

Fiscal Policy

Ep.64

Ten Myths About the U.S. Tax System (Update)

Portfolio Management

Ep.65

Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628

Miscellaneous

Ep.68

How Ben Sasse Is Living Now That He Is Dying

Markets

Ep.67

Paul Tudor Jones – Lessons From 50 Years in Markets

Markets

Ep.39

Mike Milken: “Science could not move fast enough.”

Editor’s Picks

Korea: From “discount” to re-rating

Deutsche Bank

Jacky Tang, Heval Ag

Markets

|

May 2026

Deutsche Bank examines whether Korea’s equity rally can move from a valuation discount toward a broader re rating.

Markets

May 2026

Deutsche Bank examines whether Korea’s equity rally can move from a valuation discount toward a broader re rating.

Deutsche Bank

Jacky Tang, Heval Ag

Alternative Assets

The Future of Venture Capital: Unlocking Liquidity and Growth

May 2026

World Economic Forum

Guillaume Hingel, Ilya Strebulaev

Portfolio Management

Does the Foundation Still Support the Structure? Why a Portfolio Rebalance Makes Sense Now

May 2026

Apollo

Alexander Wright

Global Macroeconomics

The Long-Run Effects of Technological Disruption on Workers

May 2026

Goldman Sachs

Pierfrancesco Mei, Jessica Rindels

The information contained in this communication is of a general nature for informational purposes only, and does not constitute financial, investment, tax or legal advice. The information contained within this communication reflects the opinions of those referenced herein, and do not reflect the opinions of The Idea Farm, L.P. and its affiliates. Such opinions expressed herein are as of the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data or information prepared by third parties is presented, no representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by The Idea Farm, L.P. or any other person. While such sources are believed to be reliable, The Idea Farm, L.P. does not assume any responsibility for the accuracy or completeness of such information and does not undertake any obligation to update the information contained herein as of any future date. Any links to third party websites are offered only for use at your own discretion. The Idea Farm L.P., and its affiliates, are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this communication will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.