March 26, 2021

Asset Bubbles

Vanguard’s Joe Davis on asset bubbles. —- —- Link Asset bubbles and where to find them – Vanguard Good investing, Meb Faber theideafarm.com
March 25, 2021

EVs – Market Delusion?

Rob Arnott and crew walking through the electric vehicle industry. —- —- Link Big Market Delusion: Electric Vehicles – Research Affiliates Good investing, Meb Faber theideafarm.com
March 23, 2021

The Long Run

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
March 22, 2021

Top Podcasts of the Week

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 […]
March 18, 2021

Guide to Alternatives

J.P. Morgan’s 1Q 2021 Guide to Alternatives. —- —- Link Guide to Alternatives 1Q 2021 – J.P. Morgan Good investing, Meb Faber theideafarm.com
March 17, 2021

Sustainable Farmland Investing – Brazil

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
March 16, 2021

Taxes

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
March 14, 2021

Top Podcasts of the Week

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 […]
March 12, 2021

ARK

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
March 11, 2021

Meketa – 2021 Capital Markets Expectations

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
March 10, 2021

GIRY 2021

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
March 9, 2021

Startup Failure Rates

Nice analysis of startup failure rates by stage. —- —- Link Dissecting startup failure rates by stage – Sebastian Quintero Good investing, Meb Faber theideafarm.com
March 8, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have two episodes with people who built their firms based on strong values, an episode with one of the main people featured in The China Hustle documentary, […]
March 5, 2021

Worried about the 40 in your 60/40?

Some thoughts on fixed income, and ideas on what to do with the 40 in the traditional 60/40 stock bond portfolio. —- —- Link What to do With the 40 – Northern Trust Good investing, Meb Faber theideafarm.com
March 4, 2021

Improving the Odds of Active Management Success

An oldie but goodie. Low cost, a thoughtful qualitative manager selection process, and patience – timeless advice on some important elements of putting active management to work. —- —- Link Keys to improving the odds of active management success – […]