April 20, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have rational reminders on how to think about investing from both Cliff Asness and James Montier, and Meb Faber as both a guest and host. Business ***Must […]
April 19, 2020
Original thinking from Vanguard Research on innovation and productivity. —- —- Link The Idea Multiplier: An acceleration in innovation is coming – Vanguard Research Good investing, Meb Faber theideafarm.com
April 18, 2020
Fear, psychology, and bear markets. Some great thoughts from the GMO crew. —- —- Link Fear and the Psychology of Bear Markets – GMO It’s Always Darkest Before the Dawn – GMO Good investing, Meb Faber theideafarm.com
April 17, 2020
Global macro coverage from KKR. —- —- Link Global Macro Trends: Play Your Game – KKR Good investing, Meb Faber theideafarm.com
April 16, 2020
Tech’s next cycle. —- —- Link Tech in 2020: Standing on the shoulders of giants – Benedict Evans Good investing, Meb Faber theideafarm.com
April 15, 2020
ARK takes us through some big themes in tech and innovation from EVs to DNA sequencing. —- —- Link Big Ideas 2020 – ARK Invest Good investing, Meb Faber theideafarm.com
April 14, 2020
Verdad walks through what works by asset class during crisis,and takes us through an analysis of 8 individual crises. —- —- Link Crisis Investing: How To Maximize Return During Market Panics – Verdad Good investing, Meb Faber theideafarm.com
April 13, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode on how a value investor is handling the bear market, an episode with a forensic accountant, and an episode on the importance of sleep. […]
April 12, 2020
Seth Klarman’s annual letter to investors. —- Link Baupost Annual Letter Good investing, Meb Faber theideafarm.com
April 11, 2020
Global Investment Returns Yearbook 2020. —- —- Link Summary Edition Credit Suisse Global Investment Returns Yearbook 2020 Good investing, Meb Faber theideafarm.com
April 10, 2020
A dive into the art market at the intersection of finance. —- —- Link Art & Finance Report 2019 6th edition – Deloitte/ArtTactic Good investing, Meb Faber theideafarm.com
April 9, 2020
UBS walks through the outlook for real estate. —- —- Link Real Estate Outlook: US – Annual Outlook 2020 – UBS Good investing, Meb Faber theideafarm.com
April 6, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on value investing, advice on how to invest during this bear market, and a must-listen on leadership from John Maxwell. Business ***Must Listen*** Capital […]
April 3, 2020
Morningstar’s 2020 compilation of long-term forecasts from some of the industry’s top shops. —- Link Experts Forecast Long-Term Stock and Bond Returns: 2020 Edition – Morningstar Good investing, Meb Faber theideafarm.com
April 2, 2020
Quarterly CAPE Ratio Updates Well the first quarter of the decade certainly altered the landscape… Median CAPE Ratio: 12 (was 17) 25% cheapest 9 (was 12) 25% most expensive: 22 (was 28 (U.S. in this bucket)) Average of Foreign Developed: […]