February 8, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Chamath Palihapitiya on what makes him tick, Carson Block on his thoughts on recent short-selling news, and Adam Grant with an overview of his new book, Think […]
February 4, 2021

Bubble? Imbalance?

Capital Market Line update from PineBridge. —- —- Link Bubble, or Structural Imbalance? – Capital Market Line – PineBridge Good investing, Meb Faber theideafarm.com
February 2, 2021

A Tale of Two Decades

U.S. equities outperformed international equities over the past decade. A repeat in the coming decade isn’t looking favorable. Vanguard walks through past returns and what the future might look like for global equities. —- —- Link A tale of two […]
February 1, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have John Hussman with his view of the market, Aswath Damodaran on the recent short squeeze, Jason Zweig on how to remain sane during market volatility, and […]
January 31, 2021

Weaker US dollar, Stronger International Stocks

Invesco walks through the case for a weaker US dollar and the ramifications for international stocks. —- —- Link 7 reasons for a weaker US dollar and stronger international stocks – Invesco Good investing, Meb Faber theideafarm.com
January 30, 2021

The Forces at Work

Market thoughts and major themes as we look into 2021 and beyond. —- —- Link 2021: Another Voice – KKR Good investing, Meb Faber theideafarm.com
January 28, 2021

Future in Focus

Thoughts on credit, the suburban rental market, e-commerce and COVID-accelerated shifts, and overlays to help navigate the coming decade. —- —- Link 2021 Best Ideas – The Future in Focus – PGIM Good investing, Meb Faber theideafarm.com
January 26, 2021

Managed Futures

A review of managed futures themes of 2020 from RCM Alternatives. —- —- Link Managed Futures 2020 – Strategy Review – RCM Good investing, Meb Faber theideafarm.com
January 25, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Michael Phelps on what it takes to be the best in the world, Tom Gayner on building a “Baby Berkshire”, Corey Hoffstein on lessons he learned […]
January 23, 2021

Real Estate Stocks and High Dividend Yields

Investing in real estate stocks on dividend yield? Results may hinge on distinguishing between real estate companies. —- —- Link Real estate stocks: A wedge in the dividend yield totem – Robeco Good investing, Meb Faber theideafarm.com
January 22, 2021

The Case for non-US Assets

A look at conditions and drivers laying the foundation for non-US outperformance. —- —- Link The Case for Outperformance of non-US Assets – Oxford Economics Good investing, Meb Faber theideafarm.com
January 21, 2021

The Lower Bound

AQR explores the idea of the zero lower bound, negative rates, and what may happen if yields fall below zero. —- —- Link It’s Not a Bound; It’s an Opinion – AQR Good investing, Meb Faber theideafarm.com
January 20, 2021

Top Stocks 2021

Winners and finalists from SumZero’s Top Stocks Challenge. —- —- Link Top Stocks for 2021 – SumZero Good investing, Meb Faber theideafarm.com
January 19, 2021

Rolling Returns, Valuation, and Dividend Yield

A look at market returns and the interplay between valuation and dividend yield from Crestmont Research. —- —- Link Rolling Returns, Return Components, and Valuation vs. Dividend Yield – Crestmont Research Good investing, Meb Faber theideafarm.com
January 18, 2021

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a deep dive into the food ecosystem, Joel Greenblatt on policy fixes to help shrink the wealth disparity in the U.S., Cboe on options, the VIX and […]