December 11, 2019

US Corporate Debt Problem?

UBS assesses some risks with US corporate debt and what it means more broadly. —- —- Link Does Corporate America Have a Debt Problem? – UBS Asset Management Good investing, Meb Faber theideafarm.com
December 10, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode on why passive investing is flawed, a great listen on financial history, an episode on the importance of thinking […]
December 8, 2019

CAPE

Great CAPE study running through efficacy and practical uses of CAPE. —- —- Link The Many Colours of CAPE – Barclays Good investing, Meb Faber theideafarm.com
December 6, 2019

Past Is Not Prologue

In this excellent presentation, Rob Arnott makes the case that valuations are still relevant.  —- —- Link Are Valuations Now Irrelevant? – Slides – Rob Arnott Past Is Not Prologue – Video – Rob Arnott Good investing, Meb Faber theideafarm.com
December 4, 2019

The Uncomfortable Asset Class?

Emerging market equities haven’t delivered over the past decade. It’s worth visiting some reasons to be optimistic as we look ahead, as difficult as it may be.  —- —- Link Emerging Market Stocks: Getting Comfortable with the Uncomfortable – GMO […]
December 2, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have great episodes on fundamental, quantitative, and macro investing, Simon Sinek explaining the importance of having a “why,” and Ray Dalio on […]
November 30, 2019

Global VC

A deep dive into the global VC market from KPMG. —- —- Link Venture Pulse Q3 2019 – KPMG Good investing, Meb Faber theideafarm.com
November 27, 2019

Macro

All things macro from KKR. —- —- Link Global Macro Trends: Wisdom in Curiosity – KKR Good investing, Meb Faber theideafarm.com
November 25, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode warning us about China, two great value investing episodes with Joel Greenblatt and Charles de Vaulx, and an episode […]
November 24, 2019

Home Bias

Home bias persists all over the world, but if things don’t go your way, it can hurt you. —- —- Link Appraising home-bias exposure – FTSE Russell Good investing, Meb Faber theideafarm.com
November 22, 2019

Global Real Estate

Q3 2019 review of regional real estate performance. —- —- Link Global Real Estate Securities: Quarterly Update – Principal Good investing, Meb Faber theideafarm.com
November 20, 2019

Guide To Markets

Q4 2019 Guide to the Markets from J.P. Morgan. Sector-based US shareholder yield is included. —- —- Link Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
November 18, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode with the author of one of the best selling business books of 2019, an episode with the CEO of […]
November 17, 2019

Macro Trend Following

Some alternative ways to think about trend following from a macro perspective. —- —- Link Macro Timing with Trend Following – Newfound Research Good investing, Meb Faber theideafarm.com
November 15, 2019

Expected Returns

A deep dive on expected returns from Robeco, as well as some special topics. —- —- Link Expected Returns – Escaping the Hall of Mirrors – Robeco Good investing, Meb Faber theideafarm.com