August 19, 2020

Timber Outlook

Gresham House on what’s driving the forecast for timber consumption increasing by 3.1% per year over the next 30 years. —- —- Link Global Timber Outlook 2020 – Gresham House Good investing, Meb Faber theideafarm.com
August 17, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode with a startup who is getting clients $50,000 in savings on average, a deep-dive on SPACs, a firm providing venture-debt, and a must-listen on […]
August 14, 2020

Public to Private Equity

Exploring the drivers behind the shift from public to private equity in the United States. —- —- Link Public to Private Equity in the United States: A Long-Term Look – Morgan Stanley Good investing, Meb Faber theideafarm.com
August 12, 2020

Under Pressure

Over-optimism about future returns, COVID expectations, and investors wanting more knowledge on personal finance. —- —- Link Global Investor Study: Under pressure: investors’ response to crisis – Schroders Good investing, Meb Faber theideafarm.com
August 10, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Burton Malkiel on all things finance, what 195 years of data says about value returns, the story of the early days at Uber, and the entrepreneur […]
August 7, 2020

Value and Interest Rates

A look at the relationship between value and interest rates. —- —- Link Value and Interest Rates: Are Rates to Blame for Value’s Torments? – AQR Good investing, Meb Faber theideafarm.com
August 5, 2020

A Look Under the Hood of Nonprofit Endowment Funds

A deep dive on endowment funds, returns, and allocations. —- —- Link The Risk, Reward, and Asset Allocation of Nonprofit Endowment Funds – Lo, Matveyev, Zeume Good investing, Meb Faber theideafarm.com
August 3, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have The Leuthold Groups’ CIO on future market expectations, Nassim Taleb‘s thoughts on COVID-19, and an overview of the cannabis investing landscape. Business The Meb Faber Show: […]
July 31, 2020

Diversity and Balance

ReSolve walks through risk parity, some thoughts on evaluating performance, and covers some extensions on the traditional concept by introducing alternative systematic strategies from macro-economic risk factors. —- —- Link Risk Parity: Methods and Measures of Success – ReSolve Good […]
July 29, 2020

Capital Market Line

The risk/return trade off of global assets. —- —- Link Capital Market Line – PineBridge Investments Good investing, Meb Faber theideafarm.com
July 27, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode with the creator of the $SPY ETF, an episode on how institutional investors are utilizing factors, a couple of great episodes on income sharing […]
July 25, 2020

Durable Diversification

Some principles for re-engaging in diversification. —- —- Link Re-examining Diversification: 20/20 Perspective – Acadian Good investing, Meb Faber theideafarm.com
July 23, 2020

Yale Endowment

Yale endowment 2019. —- —- Link 2019 Endowment Update – Yale Good investing, Meb Faber theideafarm.com
July 22, 2020

Tail Risk Hedging – Put and Trend

Tail risk hedging with put and trend strategies, and some economic rationale behind some important questions. —- —- Link Tail Risk Hedging: Contrasting Put and Trend Strategies – AQR Good investing, Meb Faber theideafarm.com
July 20, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Chamath Palihapitiya on his career path and maturity as a man, Bill Miller on the state of the markets, a great episode with Research Affiliates on […]