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
April 27, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have great episodes on angel investing and bond investing, an episode on the psychology of money, and an episode on how to create a work environment where […]
April 26, 2020
Lessons and history on the value factor. —- —- Link The Factor Archives: Value – CANVAS – OSAM Good investing, Meb Faber theideafarm.com
April 25, 2020
A great piece from James Montier at GMO laying out the opportunity set offered by valuations and the idea that being different may be a key to overcoming hurdles faced by investors today. —- —- Link Dare to be Different […]
April 24, 2020
Exploring how the global economy has changed, and the opportunity set that exists today. —- —- Link Going Global in Equities – MFS Good investing, Meb Faber theideafarm.com
April 23, 2020
The value opportunity set through the lens of multiple metrics. —- —- Link Value Is in the Eye of the Beholder – Man Good investing, Meb Faber theideafarm.com
April 22, 2020
VC as part of the long-term wealth planning process. —- —- Link Venture Capital Positively Disrupts Intergenerational Investing – Cambridge Associates Good investing, Meb Faber theideafarm.com
April 21, 2020
Guide to the Markets Q2 2020. —- —- Link Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
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