November 11, 2020
Uncompensated risks, underlying portfolio holdings and style exposure canceling out, and attempts to time manager changes. Great piece getting into some of the issues and risks institutional portfolios face. —- —- Link The Risk Report – Northern Trust Asset Management […]
November 9, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a deep dive on how to value intangible assets, volatility expert Chris Cole on the current investing landscape, and a former 76ers GM Sam Hinkie with […]
November 6, 2020
A great conversation on farmland investing, climate and sustainable ag, and some of the implications of corporate/foreign ownership of farmland. —- Link Sustainable Farmland Investing – Nuveen Good investing, Meb Faber theideafarm.com
November 2, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Marc Andreessen on the future of healthcare and biotech, the CEO of Marriott on handling the COVID crisis, investing titan Joel Greenblatt on his new book, […]
October 26, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great list of high quality episodes. We have Ray Dalio & GMO’s Ben Inker on how they view the investment landscape post-COVID, Stephanie Kelton explaining […]
October 23, 2020
A timeless process. —- Link The Coffee Can Portfolio – Kirby Good investing, Meb Faber theideafarm.com
October 19, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode on why now is the time to invest in Japan, why tobacco stocks have been a great investment over the past 120 years, a […]
October 18, 2020
Decomposing equity returns, and the return profile it reveals for various types of companies. —- —- Link Sales and Distributions – Verdad Good investing, Meb Faber theideafarm.com
October 15, 2020
J.P. Morgan’s Q4 update of Guide to the Markets. —- —- Link Guide to the Markets Q4 2020 – J.P. Morgan Good investing, Meb Faber theideafarm.com
October 14, 2020
Thoughts about what lies ahead for markets. Yields and the US dollar are in focus as well as major trends going on in China. —- —- Link The Road Ahead – KKR Good investing, Meb Faber theideafarm.com
October 12, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Rob Arnott on his view of the market, why an investor believes oil is offering a generational buying opportunity, Carl Chang on investing in real estate […]
October 8, 2020
Some of the factors that drive real asset performance, and some thoughts on building and implementing real asset portfolios. —- —- Link Think real assets – nuveen Good investing, Meb Faber theideafarm.com
October 7, 2020
The Fall 2020 Global Investment Outlook from RBC covers economic and market forecasts, navigating low interest rates, establishment of the U.S. dollar downtrend, and more. —- —- Link The Global Investment Outlook, RBC GAM Investment Strategy Committee: Fall 2020 – […]
October 5, 2020
Quarterly CAPE Ratio Updates Quite a year so far. Below I thought we’d report the summary CAPEs with year end 2019, end of Q1, end of Q2, and end of Q3 (current). Median CAPE Ratio: 17, 12, 13, 15 (now) […]
October 5, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a must listen with Naval on innovation, Nobel Prize winning economist Vernon Smith on housing bubbles, the story of the taxi medallion bubble, and an overview […]