The Idea Farm | Better Investing with Market Research

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The Latest

The Rise of Anticapitalist Capitalism

D.A. Wallach

Global Macroeconomics

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Sep 2026

Catastrophe Bond Fund Landscape

Morningstar

Mara Dobrescu, Paul Olmsted

Alternative Assets

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Sep 2026

US VC Fundraising and Returns Report

PitchBook

Kyle Stanford

Alternative Assets

|

Sep 2026

The Home Straight….

Deutsche Bank

Jim Reid

Global Macroeconomics

|

Sep 2026

Europe’s electricity price premium

Deutsche Bank

Markus Müller, Daniel Sacco

Energy

|

Sep 2026

US Housing Outlook: High mortgage rates weighing on the housing market

Apollo

Torsten Slok

Housing

|

Sep 2026

Editor’s Picks

Portfolio Management

The Smartest Money

Aug 2026

Verdad

Amos Lawrence

Markets

Europe is finally executing

Sep 2026

Allianz

Andrew Koch

Portfolio Management

Public to Private Equity in the United States: A Long-Term Look

Sep 2026

Morgan Stanley

Michael Mauboussin, Dan Callahan

Global Macroeconomics

The Home Straight….

Sep 2026

Deutsche Bank

Jim Reid

Curated Podcasts

Portfolio Management

Ep.54

Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Head of Global Equities, Wealth Management, UBS

Portfolio Management

Ep.57

Dan Rasmussen on Private Markets, Intangible Moats, and Where Value Still Works

Markets

Ep.38

EP 65: What Does Shareholder Wealth Creation Tell Investors? (with Sandy Nairn & Michael O’Connell)

Markets

Ep.85

How to Play the Money Game with Michael Santoli

Miscellaneous

Ep.134

The “Invincible” Rams, NFL Pressure Guys, and L.A.’s Crazy NBA Month With Tom Pelissero and Sam Koppelman

Markets

Ep.64

David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead

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