December 31, 2019

12 Days of Research – Seeking Outperformance

As we close the year, we are sharing the best research pieces of 2019! On the eleventh day of research, we explore portfolio size and owning the stocks that drive returns with Vanguard. —- —- Link How to increase the […]
December 30, 2019

Top Podcasts of the Week

Today we have an episode on the beginning of the internet, a great episode on fundamental investing, and an episode on the negative impact social media is having on society. Business a16z Podcast: The Journey from 0 to 1, from […]
December 30, 2019

12 Days of Research – Investor Behavior

As we close the year, we are sharing the best research pieces of 2019! On the tenth day of research, we explore investor behavior with Schroders. —- —- Link Investor behaviour: do people have control of their personal finances? Good […]
December 29, 2019

12 Days of Research – US Index Insights

As we close the year, we are sharing the best research pieces of 2019! On the ninth day of research, we explore some history of US equity indexes with FTSE Russell. —- —- Link Russell US Indexes – 40 years […]
December 28, 2019

12 Days of Research – PE

As we close the year, we are sharing the best research pieces of 2019! On the eighth day of research, we explore hedging PE with Man Group. —- —- Link Hedging the Real Risk of Private Equity – Man Group […]
December 27, 2019

12 Days of Research – Volatility

As we close the year, we are sharing the best research pieces of 2019! On the seventh day of research, we explore volatility with Intech. —- —- Link Is Volatility A Friend Or A Foe? – Intech Good investing, Meb […]
December 26, 2019

12 Days of Research – Unicorns and IPOs

As we close the year, we are sharing the best research pieces of 2019! On the sixth day of research, we explore venture capital investing with Epoch. —- —- Link Blitzscale and Hope – Epoch Good investing, Meb Faber theideafarm.com
December 25, 2019

12 Days of Research – Global Macro

As we close the year, we are sharing the best research pieces of 2019! On the fifth day of research, we explore systematic and opportunistic macro with AQR. —- —- Link Fundamental Trends and Dislocated Markets – AQR Good investing, […]
December 24, 2019

12 Days of Research – Bubbles

As we close the year, we are sharing the best research pieces of 2019! On the fourth day of research, we explore bubbles with Research Affiliates. —- —- Link Bubble, Bubble, Toil and Trouble – Research Affiliates Good investing, Meb […]
December 23, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have episodes on why income sharing agreements may be the answer to the student-debt problem, why online dating and fintech are both […]
December 23, 2019

12 Days of Research – Value Investing

As we close the year, we are sharing the best research pieces of 2019! On the third day of research, we explore value investing with OSAM. —- —- Link Value Is Dead, Long Live Value – OSAM Good investing, Meb […]
December 22, 2019

12 Days of Research – Buybacks

As we close the year, we are sharing the best research pieces of 2019! On the second day of research, we explore buybacks with Goldman Sachs. —- —- Link Misperceptions surrounding corporate cash spending priorities and the economics of share […]
December 21, 2019

12 Days of Research – Trend Following

As we close the year, we are sharing the best research pieces of 2019! On the first day of research, we explore trend following with AQR. —- —- Link You Can’t Always Trend When You Want – AQR Good investing, […]
December 19, 2019

Income Strategy Playbook

Thoughts on the income landscape from Invesco. —- —- Link Income Strategy Playbook 4Q 2019 – Invesco Good investing, Meb Faber theideafarm.com
December 16, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode about ESG investing, an amazing episode on culture, and a conversation with Jeff Ma (from the movie 21) on […]