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 […]
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 […]
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
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
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
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 […]
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
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 […]
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 […]
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