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 […]

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 […]

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

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, […]

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 […]

A timeless process. —- Link The Coffee Can Portfolio – Kirby Good investing, Meb Faber theideafarm.com

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 […]

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

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

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

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 […]

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

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 – […]

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 […]