April 30, 2021
Breaking norms with a velocity-focused venture strategy. —- —- Link Playing Different Games – Randle Good investing, Meb Faber theideafarm.com
April 26, 2021
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 […]
April 22, 2021
Vanguard’s take on private equity. —- —- Link The case for private equity at Vanguard – Vanguard Good investing, Meb Faber theideafarm.com
April 20, 2021
A deep dive on SPACs. —- —- Link SPACs – Gahng, Ritter, Zhang Good investing, Meb Faber theideafarm.com
April 19, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Rob Arnott’s current thoughts on the market, the story behind the first mutual fund to ETF conversion, and Dr. Daniel Crosby on the intersection of psychology […]
April 17, 2021
Some great charts on the state of defined benefit pension plans. —- —- Link Defined Benefit Pension Trends – J.P. Morgan Good investing, Meb Faber theideafarm.com
April 16, 2021
Strategic and longer-term outlook from Rockefeller Global Family Office. —- —- Link Capital Market Assumptions – 10-Year Strategic and Longer-Term Secular Outlook for Asset Classes – Rockefeller Good investing, Meb Faber theideafarm.com
April 14, 2021
Looking for value in Japan. —- —- Link Japan Value – An Island of Potential in a Sea of Expensive Assets – GMO Good investing, Meb Faber theideafarm.com
April 12, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have economist Tyler Cowen on the past year with COVID, Mark Yusko on the rise of SPAC’s, and one of the best episodes of the year with […]
April 9, 2021
A framework for thinking about investing dynamically through cycles complete with a COVID-19 case study. —- —- Link Countercyclical Investing – Foundations of a Cycle-Driven Approach to Asset Allocation – Verdad Good investing, Meb Faber theideafarm.com
April 7, 2021
The Q2 2021 Guide to the Markets from J.P. Morgan —- —- Link 2Q 2021 Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
April 5, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Balaji and Tim Ferriss with one of the best episodes of the year, part 2 of Coby Karl’s interview with Phil Jackson, and the story of […]
April 4, 2021
Quarterly CAPE Ratio Updates First quarter is in the books! Median CAPE Ratio: 18 25% cheapest: 12 25% most expensive: 30 Average of Foreign Developed: 23 Average of Foreign Emerging 15 We’ve mentioned this note in every update but bears […]
April 2, 2021
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 […]
April 1, 2021
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