A must read keynote via Morgan Housel. —- Link Trying Too Hard – Williams Good investing, Meb Faber theideafarm.com

Ben Horowitz on “bits and atoms,” competition, trust and relationships, the future of university, and more. —- Link The Architecture of Tomorrow: An Interview With Ben Horowitz – Time Well Spent Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jim Rogers with a look back to 1987, Ben Hunt on Bitcoin, how people are racing digital horses that cost $16,000, and Leonard Mlodinow on how […]

A look at the strategy, approach, and mandates of Norges Bank Investment Management. —- —- Link Investing With Company Insight – Norges Bank Investment Management Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a must-listen on how American Pharoah was discovered, the reason lumber prices are soaring, and two episodes on why Japan stocks are cheap. Investing Odd Lots: […]

Breaking norms with a velocity-focused venture strategy. —- —- Link Playing Different Games – Randle Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Ray Dalio on investing during cycles, and Scott Belsky on the future of the operator-investor. Investing The Business Brew: Aaron Edelheit — Mindset Mastery. Edelheit is […]

Vanguard’s take on private equity. —- —- Link The case for private equity at Vanguard – Vanguard Good investing, Meb Faber theideafarm.com

A deep dive on SPACs. —- —- Link SPACs – Gahng, Ritter, Zhang Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Rob Arnott’s current thoughts on the market, the story behind the first mutual fund to ETF conversion, and Dr. Daniel Crosby on the intersection of psychology […]

Some great charts on the state of defined benefit pension plans. —- —- Link Defined Benefit Pension Trends – J.P. Morgan Good investing, Meb Faber theideafarm.com

Strategic and longer-term outlook from Rockefeller Global Family Office. —- —- Link Capital Market Assumptions – 10-Year Strategic and Longer-Term Secular Outlook for Asset Classes – Rockefeller Good investing, Meb Faber theideafarm.com

Looking for value in Japan. —- —- Link Japan Value – An Island of Potential in a Sea of Expensive Assets – GMO Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have economist Tyler Cowen on the past year with COVID, Mark Yusko on the rise of SPAC’s, and one of the best episodes of the year with […]

A framework for thinking about investing dynamically through cycles complete with a COVID-19 case study. —- —- Link Countercyclical Investing – Foundations of a Cycle-Driven Approach to Asset Allocation – Verdad Good investing, Meb Faber theideafarm.com