May 25, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great value investing episode, Cullen Roche breaking down the Federal Reserve, a must listen from Michael Lewis on mastering your inner voice, and Jim Mattis’ […]
May 22, 2020
Graham & Doddsville Spring 2020. —- —- Link Graham & Doddsville – Columbia Business School Good investing, Meb Faber theideafarm.com
May 20, 2020
Stan Druckenmiller chats markets, COVID, and the economy. —- Link ECNY Events – Stanley Druckenmiller Good investing, Meb Faber theideafarm.com
May 18, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on a hedge fund replication strategy, an update from Ben Hunt on COVID-19, an episode on direct indexing, and lessons on running a […]
May 15, 2020
EM debt and the fixed income opportunity. —- —- Link Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments – Ashmore Status update: Coronavirus and EM fixed income in 2020 and beyond – Ashmore Good […]
May 13, 2020
No matter how you slice it, value looks cheap. —- —- Link Is (Systematic) Value Investing Dead? – (AQR) Good investing, Meb Faber theideafarm.com
May 11, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode with Mike Maples on early stage investing, an episode with Nick Kokonas on the restaurant business, and a couple of episodes on value investing. Business […]
May 8, 2020
History on Warren Buffett, and insight into what quantitatively-oriented value investors might be thinking today. —- —- Link When Buffett Was a Quant – Verdad Good investing, Meb Faber theideafarm.com
May 6, 2020
KKR walks through some pertinent questions and lays out detail about the current environment. —- —- Link Keep Calm and Carry On – KKR Good investing, Meb Faber theideafarm.com
May 5, 2020
Digging into factor performance. —- —- Link The Facts Behind Factor Performance – Invesco Good investing, Meb Faber theideafarm.com
May 4, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on trend following and managed futures, a deep dive into $USO and negative oil prices, Bill Ackman on success and how he invests, […]
May 1, 2020
The OSAM crew covering the opportunity in small cap stocks. —- —- Link A Historic Opportunity in Small Cap Stocks – OSAM Good investing, Meb Faber theideafarm.com
April 30, 2020
Josh Brown and Rob Arnott talking markets. —- Link Why the Stock Market Hasn’t Even Gotten Cheap Yet – The Compound Good investing, Meb Faber theideafarm.com
April 29, 2020
Issues with the Agg, and some solutions to address them. —- —- Link The Passive Aggressive Agg, Revisited – GMO Good investing, Meb Faber theideafarm.com
April 28, 2020
There’s skill, then there’s the opportunity to express skill. —- —- Link Dispersion and Alpha Conversion – Morgan Stanley Good investing, Meb Faber theideafarm.com