Cliff Asness reflects on some of the pain in factor investing recently, and talks about remaining committed to strategies over the long-run. —- —- Link A Gut Punch – AQR Good investing, Meb Faber theideafarm.com

Digging into highly valued stocks and whether or not today’s environment offers any reason to think it’s different this time. —- —- Link The Wisdom of Buying Absurdly Expensive Stocks – Man Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Jim Chanos on why we’re living in the golden age of fraud, James Aitken with his thoughts on the market and economy, and a startup providing […]

Vanguard on the global economy, COVID, and the outlook for global capital markets. —- —- Link Vanguard economic and market outlook for 2021: Approaching the dawn Good investing, Meb Faber theideafarm.com

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

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 […]

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

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

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 […]

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 […]

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

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 – […]

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 […]

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. […]

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