An analysis of drivers of return for value and growth styles and addressing the argument that a value-driven portfolio is a shorter duration investment than a growth-driven one. —- —- Link The Duration of Value and Growth – Much closer […]

Misconceptions about today’s value spread and the opportunity in value investing. —- —- Link Value Investing is Dead? No, Long Live Value! – DoubleLine Good investing, Meb Faber theideafarm.com

The investment opportunity in permanent crops. Well supported demand fundamentals, properties in position to meet sustainability standards, and a variety of crop types to get involved with. —- —- Link Permanent crops and investment opportunity – Manulife Investment Management Good […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jason Hsu on why an active approach to investing in Chinese equities is best and an episode that covers why influencers should choose equity vs cash. […]

Vanguard’s Joe Davis on asset bubbles. —- —- Link Asset bubbles and where to find them – Vanguard Good investing, Meb Faber theideafarm.com

Rob Arnott and crew walking through the electric vehicle industry. —- —- Link Big Market Delusion: Electric Vehicles – Research Affiliates Good investing, Meb Faber theideafarm.com

Valuation changes, expected returns, and the value factor over the long run. —- —- Link The Long Run is Lying to You – AQR Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a must listen with Dan Rasmussen on his private equity thesis and how to profit in emerging market crises, a deep dive into NFT’s, and a […]

J.P. Morgan’s 1Q 2021 Guide to Alternatives. —- —- Link Guide to Alternatives 1Q 2021 – J.P. Morgan Good investing, Meb Faber theideafarm.com

Some background on farmland in Brazil with a special focus on the balance between farming and sustainability. —- —- Link Sustainable Farmland Investment In Brazil – Genesis Good investing, Meb Faber theideafarm.com

A few stats on tax drag. —- —- Link Taxes – It’s Not What You Make, It’s What You Keep – BlackRock Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have former Enron CFO Andy Fastow on legal fraud occurring in corporate America, Bill Bernstein’s thoughts on the current state of the market, two must-listens from Meb […]

Ben Johnson with some thoughts on ARK, the rarefied air it finds itself in, and measuring and managing capacity. —- —- Link No Room on the ARK? – Morningstar Good investing, Meb Faber theideafarm.com

2020 – yields went down, credit spreads tightened, and prices for many risk assets went up. Meketa lays out expectations for 2021 and beyond. —- —- Link Capital Markets Expectations 2021 – Meketa Good investing, Meb Faber theideafarm.com

Carve out some time for the GIRY 2021. —- —- Link Credit Suisse Global Investment Returns Yearbook 2021 Summary Edition Website Credit Suisse Research Institute Good investing, Meb Faber theideafarm.com