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 […]
May 6, 2021

Evolution of Strategy

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
May 3, 2021

Top Podcasts of the Week

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: […]
April 30, 2021

Different Games

Breaking norms with a velocity-focused venture strategy. —- —- Link Playing Different Games – Randle Good investing, Meb Faber theideafarm.com
April 26, 2021

Top Podcasts of the Week

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 […]