THE IDEA FARM

Top 20 Podcasts of 2024

The 60/40 Comeback

Cliff Asness, Richard Bernstein, Jonathan Pollock, Nancy Pelosi & More

90 Facts from 2024

90 Facts from 2024

The Dividend Dilemma: Payouts, Buybacks, or Neither?

+ Michael Mauboussin, Aswath Damodaran, Aileen Lee, Jon Gray, Marc Rowan, Ricky Sandler, Grant Williams, Ben Hunt & More!

Will the Fed Falter?

Stan Druckenmiller, SpaceX, Andy Constan, Elroy Dimson, Antti Ilmanen & More!

A Once-in-a-Generation Investment Opportunity

Rick Rieder, Scott Bessent, Louis-Vincent Gave, Aswath Damodaran, Bill Gross, The Trump Whale & More!

Should You Only Own US Stocks?

Ron Baron, Howard Marks, Scott Galloway, David Kelly, Christopher Kirchhoff & More

Polls, Policies, & Profits – Your Political Playbook

Stanley Druckenmiller, Paul Tudor Jones, Jason Zweig, Bridgewater CIOs & More

📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition

Goldman Sachs and Bridgewater Illuminate the Path Forward

More Junk in the Small Cap Trunk

Africa’s Demographics, Quality, Small-Caps, Nuclear Revival, Jay Bowen & More