GMO’s quarterly letter covering government bonds, low yields, and the need to be more dynamic when thinking about alternative opportunities and portfolio positioning. —- —- Link Government Bonds Have Given Us So Much Do They Have Anything Left to Give? […]

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a must-listen with Tom Basso on trend following, a couple of great episodes on the macro-environment, and an episode with possibly the best natural gas trader […]

Been wondering about value investing lately? Alpha Architect walks through the long-run value vs. growth analysis. —- —- Link Value Investing: An Examination of the 1,000 Largest Firms – Alpha Architect Good investing, Meb Faber theideafarm.com

Family offices taking advantage of VC investing. —- —- Link Family Offices Investing in Venture Capital 2020 – SVB Capital, Campden Wealth Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have two must-listens on the current macro environment, an episode on the evolution of angel investing with the CEO of AngelList Venture, and Cal Ripken Jr. on […]

From retail sales composition to bankruptcy filings, KPMG covers what’s going on and walks through some high-level thoughts in their economic outlook. —- —- Link Economic Outlook: Riding the COVID-Coaster – KPMG Good investing, Meb Faber theideafarm.com

Gresham House on what’s driving the forecast for timber consumption increasing by 3.1% per year over the next 30 years. —- —- Link Global Timber Outlook 2020 – Gresham House Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode with a startup who is getting clients $50,000 in savings on average, a deep-dive on SPACs, a firm providing venture-debt, and a must-listen on […]

Exploring the drivers behind the shift from public to private equity in the United States. —- —- Link Public to Private Equity in the United States: A Long-Term Look – Morgan Stanley Good investing, Meb Faber theideafarm.com

Over-optimism about future returns, COVID expectations, and investors wanting more knowledge on personal finance. —- —- Link Global Investor Study: Under pressure: investors’ response to crisis – Schroders Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Burton Malkiel on all things finance, what 195 years of data says about value returns, the story of the early days at Uber, and the entrepreneur […]

A look at the relationship between value and interest rates. —- —- Link Value and Interest Rates: Are Rates to Blame for Value’s Torments? – AQR Good investing, Meb Faber theideafarm.com

A deep dive on endowment funds, returns, and allocations. —- —- Link The Risk, Reward, and Asset Allocation of Nonprofit Endowment Funds – Lo, Matveyev, Zeume Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have The Leuthold Groups’ CIO on future market expectations, Nassim Taleb‘s thoughts on COVID-19, and an overview of the cannabis investing landscape. Business The Meb Faber Show: […]

ReSolve walks through risk parity, some thoughts on evaluating performance, and covers some extensions on the traditional concept by introducing alternative systematic strategies from macro-economic risk factors. —- —- Link Risk Parity: Methods and Measures of Success – ReSolve Good […]