April 18, 2022
Today we have Jeff Currie & Tim Pickering on commodities, Dylan Grice on the end of duration, and Marc Chaikin on the benefits of combining technicals with fundamentals. Investing Superinvestors And The Art Of Worldly Wisdom: #51: Diego Parrilla On […]
April 13, 2022
As part of a series, this paper takes a detailed look into the work behind studying and revamping valuation techniques. —- —- Links Paper 3 – Overhauling the Science of Valuations – Oliver Wyman The first two papers in the […]
April 11, 2022
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Ian Bremmer on the war in Ukraine, Andrew Beer on managed futures and hedge fund strategies, and Dr. Gio Valiante with a masterclass on peak performance. […]
April 10, 2022
Quarterly CAPE Ratio Updates Median CAPE Ratio: 18 25% cheapest: 13 25% most expensive: 31 Average of Foreign Developed: 23 Average of Foreign Emerging 16 We’ve mentioned this note in every update but bears repeating. We use the MSCI Investable […]
April 6, 2022
J.P. Morgan’s Guide to the Markets Q2 2022. —- —- Links Guide to the Markets 2Q 2022 – J.P. Morgan Good investing, Meb Faber theideafarm.com
April 4, 2022
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have John Hempton on finding and exploiting an edge, Alan Dunne on all things trend-following and global macro, and housing expert Ivy Zelman on why she thinks […]
April 1, 2022
A deep dive on U.S. farmland investment rationale, characteristics, and even valuation considerations. —- —- Links U.S. Farmland Sector Primer – Green Street Good investing, Meb Faber theideafarm.com
March 28, 2022
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Steve Harvey on becoming a media mogul, Peter Zeihan on implications from Russia’s invasion of Ukraine, and Dr. Andrew Huberman on how to improve your health. […]
March 25, 2022
Thoughts on war and its impact on markets. —- —- Links War and markets: What’s the connection? – Wellington Management Good investing, Meb Faber theideafarm.com
March 21, 2022
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Luke Gromen on the weakness in the global financial system, Sara Menker on the global ag markets’ response to the Russia invasion of Ukraine, and Silicon […]
March 16, 2022
AngelList and Silicon Valley Bank on a historic 2021 for early-stage venture and startups. —- —- Links The State of U.S. Early-Stage Venture & Startups: 2021 Good investing, Meb Faber theideafarm.com
March 14, 2022
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have James Aitken on the implications of Russia’s invasion of Ukraine on financial markets, Doug Leone on his career with Sequoia, Dan McMurtrie on handling stressful times, […]
March 9, 2022
After a multi-year stint of underperformance, Ash Park sheds light on what might be ahead for Consumer Staples. —- —- Links Crystal Ball Gazing – Ash Park Good investing, Meb Faber theideafarm.com
March 7, 2022
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have lots of episodes on the Russian invasion of Ukraine, Morgan Housel on the psychology of money and Joel Greenblatt on today’s market. Russia Invasion of Ukraine ***Must […]
March 4, 2022
The 2022 GIRY sheds some light on inflation, interest rates, and diversification. —- —- Links Credit Suisse Global Investment Returns Yearbook 2022 Summary Edition Good investing, Meb Faber theideafarm.com