Today we have as good of a business list as I’ve ever sent. We have must listens with Jim Leitner on the macro environment, Professor Ken French, and the founder of Duolingo. We also have episodes with the CEO of […]

Macro thoughts and some investment implications of the global pandemic. —- —- Link Global Macro Shifts – Navigating Uncertain Waters: Preparing for a Post-Pandemic World – Franklin Templeton Good investing, Meb Faber theideafarm.com

GMO makes the case for natural resource companies. —- —- Link An Investment Only A Mother Could Love: The Tactical Case – GMO Good investing, Meb Faber theideafarm.com

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’ […]

Graham & Doddsville Spring 2020. —- —- Link Graham & Doddsville – Columbia Business School Good investing, Meb Faber theideafarm.com

Stan Druckenmiller chats markets, COVID, and the economy. —- Link ECNY Events – Stanley Druckenmiller Good investing, Meb Faber theideafarm.com

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 […]

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 […]

No matter how you slice it, value looks cheap. —- —- Link Is (Systematic) Value Investing Dead? – (AQR) Good investing, Meb Faber theideafarm.com

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 […]

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

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

Digging into factor performance. —- —- Link The Facts Behind Factor Performance – Invesco Good investing, Meb Faber theideafarm.com

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, […]

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