December 22, 2020

Custom Indexing

The next evolution, investing gets personal. —- —- Link Custom Indexing: The Next Evolution of Index Investing – OSAM Good investing, Meb Faber theideafarm.com
December 21, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode about investing in longevity, health and psychedelics, Vernon Smith on financial bubbles, and Robert Shiller on current market valuations. Investing The Pomp Podcast: #451 […]
December 17, 2020

How America Invests

Vanguard’s 2020 report looking at the behavior of retail investors. —- —- Link How America Invests 2020 – Vanguard Good investing, Meb Faber theideafarm.com
December 15, 2020

Long Term Capital Market Assumptions 2021

25th edition of J.P. Morgan’s Long-Term Capital Market Assumptions. —- —- Link 25th Annual Edition – Long-Term Capital Market Assumptions – J.P. Morgan Good investing, Meb Faber theideafarm.com
December 14, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Jim Leitner on his macro views, Marko Papic on how geopolitics are impacting his market outlook, Chamath Palihapitiya on building Berkshire 2.0, and how Masterworks is […]
December 13, 2020

The Top Investing Podcasts of 2020

Whether you’re stuck in quarantine or just want to catch up on some great investment conversations from the year, we compiled our list of the Top Investment Podcasts of 2020 on Spotify. If you’re really feeling ambitious, here are the […]
December 11, 2020

Equity Dislocation

GMO’s 3Q 2020 letter covering the opportunity in value stocks and an idea for taking advantage of dislocations between value and growth. —- —- Link 3Q 2020 Letter – GMO Good investing, Meb Faber theideafarm.com
December 9, 2020

CAPE and COVID

An analysis of CAPE ratios in light of the COVID-19 pandemic with some discussion of an Excess CAPE Yield measure to help evaluate the attractiveness of equities relative to bonds. —- —- Link CAPE and the COVID-19 Pandemic Effect – […]
December 7, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a startup saving the average company $75,000, Spotify CEO Daniel Ek on his approach to life and work, and an interview on the history of financial […]
December 4, 2020

Diversifying Diversification

There are a number of ways to hedge risk, but do all of them work, all of the time? A great piece from the LongTail Alpha crew on using all of the tools in the toolkit to diversify the diversifiers. […]
December 2, 2020

Private Equity

Private equity outlook covering buyouts, private credit, secondaries, and VC. —- —- Link Private Equity Outlook – Verus Good investing, Meb Faber theideafarm.com
November 30, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an improvement to the CAPE ratio, a platform company for schools who want to offer ISA’s, Ed Altman on the credit cycle, and Meb Faber on […]
November 23, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a must-listen on investing in frontier markets, legendary short-seller Jim Chanos on why we are living in the golden age of fraud, and Jim Grant with […]
November 20, 2020

Armageddonists

An update on armageddonists, the opportunity cost of being underinvested in anticipation of market disaster scenarios that don’t pan out, and some lingering risks. —- —- Link The Armageddonists, Revisited – Michael Cembalest Good investing, Meb Faber theideafarm.com
November 16, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have episodes with Jeff Gundlach & Jim Rogers with market updates, Steven Levitt nerding out on economics, and Mark Suster on the VC landscape. Investing Real Vision: […]