July 28, 2021
Advancing and refining the approach to sustainability. —- —- Link 2021 Farmland report – Westchester – Nuveen Good investing, Meb Faber theideafarm.com
July 26, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have episodes around the potential for psychedelics and why we’re in the middle of a biotech boom, the founder of Electronic Arts on how the gaming industry […]
July 23, 2021
Lazard talking recovery, inflation, and opportunity in emerging markets. —- —- Link Outlook on Emerging Markets – Lazard Good investing, Meb Faber theideafarm.com
July 19, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have private equity titan David Rubenstein on his career journey, what a hotel chain’s CFO is seeing in the tight labor market, and great conversations with authors […]
July 15, 2021
J.P. Morgan looks back at the performance of private equity vs. public equity. —- —- Link Food Fight: An Update on Private Equity Performance vs Public Equity Markets – Eye on the Market – J.P. Morgan Good investing, Meb Faber […]
July 12, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Balaji on everything, Jeremy Grantham’s market thoughts, Wolfgang Puck on the journey of an entrepreneur, and Moderna’s CFO on the development of the vaccine. Investing Invest […]
July 7, 2021
Q3 2021 Guide to the Markets. —- —- Link Guide to the Markets 3Q 2021 – J.P. Morgan Good investing, Meb Faber theideafarm.com
July 5, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Marc Andreessen on the impact of COVID, Tobias Carlisle on the underperformance of value, and an episode on why bourbon should be thought of as an […]
July 3, 2021
Quarterly CAPE Ratio Updates First half is in the books! Median CAPE Ratio: 19 25% cheapest: 12 25% most expensive: 32 Average of Foreign Developed: 24 Average of Foreign Emerging 15 We’ve mentioned this note in every update but bears […]
July 2, 2021
Natixis survey of investment managers reveals investor pandemic experience, key financial fears, and widened return expectations. —- —- Link The Next Normal – Natixis Good investing, Meb Faber theideafarm.com
June 28, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Chamath on building Berkshire 2.0, a fun episode on ETF tickers, what it’s like to run a $1.3 trillion sovereign wealth fund, and an update on […]
June 25, 2021
Key points and the trifecta bet investors make on thematic funds. —- —- Link Are Thematic Funds Worthy of the Hype or a Risky Distraction? – Morningstar Good investing, Meb Faber theideafarm.com
June 23, 2021
Opportunity internationally – ambitious entrepreneurs aiming high. —- —- Link Tilting the Odds in Your Favour – Baillie Gifford Good investing, Meb Faber theideafarm.com
June 21, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Ram Parameswaran on tech, and James Holzhauer serving as an example that alpha still exists in all corners of the world. Investing The Business Brew: Jason […]
June 17, 2021
Private markets within the global universe and breaking down allocations across asset classes. —- —- Link Asset allocation: Private markets in global multi-asset portfolios – Pantheon Good investing, Meb Faber theideafarm.com