June 9, 2021

A Year of Disruption

Private markets review from McKinsey. —- —- Link A year of disruption in the private markets – McKinsey Good investing, Meb Faber theideafarm.com
June 7, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jason Buck & Chris Cole on why they think investors aren’t as diversified as they think they are, Dennis Lynch on his investment philosophy, and billionaire […]
June 5, 2021

Testing Limits of Reflation

KKR covers key macro themes and gives color on their S&P 500 EPS target upgrade, interest rate forecast, opportunity in collateral-based cash flows, and more. —- —- Link Testing the Limits of Reflation – KKR Good investing, Meb Faber theideafarm.com
June 1, 2021

Small Cap Value

Is there more to go in small-cap value? —- —- Link “Room To Run” With US Small-Cap Value Stocks? – Bridgeway Good investing, Meb Faber theideafarm.com
May 31, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have tiger cub Dan Morehead on all things crypto, John Arnold on his trading career and focusing on philanthropy, and the story of the first mutual fund […]
May 28, 2021

Ag & Timber Update

An update on regional agriculture and timber. —- —- Link U.S. Agriculture & Timber Market Update – PGIM Real Estate Good investing, Meb Faber theideafarm.com
May 27, 2021

Asness – Booth – Fama

Tune in to a great chat on markets, investing, and the asset management business with some of the great minds of finance. —- Link Management Conference ’21: Keynote Conversation with Cliff Asness, David Booth, and Eugene F. Fama Good investing, […]
May 26, 2021

Is Value Ready for Summer?

Robeco talks value, fundamentals, and prospects for value investing going forward. —- —- Link Spring has sprung for value investing – Robeco Good investing, Meb Faber theideafarm.com
May 24, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Rob Arnott with his trade of the decade, Neil Howe on The Fourth Turning, how Google searches predicted COVID outbreaks in 2020, and the story behind […]
May 21, 2021

Bubbles, Inflation, Opportunity

Are we facing a market bubble? Wellington gets into some warning signs and offers some thoughts on opportunities that may lie ahead. —- —- Link History rhymes, opportunity knocks: Thoughts on bubbles, inflation, and timely allocations – Wellington Good investing, […]
May 18, 2021

Investing in Value

A few reasons why investors shouldn’t give up on value. —- —- Link Five Reasons to Invest in Value Equities – Prospector Partners Good investing, Meb Faber theideafarm.com
May 17, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Nobel laureate Daniel Kahneman with an overview of his new book, the bull case for Ethereum, and Kathryn Kaminski on trend-following, managed futures and crisis alpha. […]
May 14, 2021

Trying Too Hard

A must read keynote via Morgan Housel. —- Link Trying Too Hard – Williams Good investing, Meb Faber theideafarm.com
May 12, 2021

Architecture of Tomorrow

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
May 10, 2021

Top Podcasts of the Week

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 […]