THE IDEA FARM

The New Joule Order

+ Peter Thiel, Carl Kawaja, Peter Linneman, Jared Dillian, LBO Replication & More

America: Now Trading Like an Emerging Market

+ Richard Bernstein, Lyn Alden, Goldman Sachs, Research Affiliates, Morgan Housel, Low Vol & More

Tariff Troubles

+ Goldman Sachs on Bear Markets, Paul Donovan, Francis Rochon, James Aitken, David Nadig, Jeff Ptak & More

1Q25 Global Valuations

AI Boom vs. Dot-Com Bubble

+ Rob Arnott, Jim Bianco, Brian Deese, Chris Bloomstran & More

Gundlach, Grantham & The Government

+ Kahneman, Bessent, Lutnick, Apple, Retirement & More

You Have One Job

+ Aswath Damodaran, Michael Mauboussin, Barry Ritholtz, Diamond Disasters & More

The Maleficent 7

+ Charlie Ellis, Paul Singer, Michael Cembalest, Niall Ferguson, Chick-fil-A & More

Mar-a-Lago Accord: Winners & Losers

+ GIRY, Jeremy Grantham, Daniel Yergin, Jim Bianco, Crypto Fraud & More

Who’s Buying, Who’s Selling, and Who’s in Trouble?

+ Warren Buffett, Michael Mauboussin, Brad Setser, Mario Draghi, Peter Oppenheimer & More!

Billionaire Ambitions

+ Jeremy Siegel, Rob Arnott, Roger Ibbotson, Elroy Dimson, Laurence Siegel, Simon Edelsten & More

Exploiting False Market Narratives

+ Chris Sacca, Ashvin Chhabra, Marc Andreessen, Louis-Vincent Gave, Apollo, KKR & More