December 28, 2019

12 Days of Research – PE

As we close the year, we are sharing the best research pieces of 2019! On the eighth day of research, we explore hedging PE with Man Group. —- —- Link Hedging the Real Risk of Private Equity – Man Group […]
December 27, 2019

12 Days of Research – Volatility

As we close the year, we are sharing the best research pieces of 2019! On the seventh day of research, we explore volatility with Intech. —- —- Link Is Volatility A Friend Or A Foe? – Intech Good investing, Meb […]
December 26, 2019

12 Days of Research – Unicorns and IPOs

As we close the year, we are sharing the best research pieces of 2019! On the sixth day of research, we explore venture capital investing with Epoch. —- —- Link Blitzscale and Hope – Epoch Good investing, Meb Faber theideafarm.com
December 25, 2019

12 Days of Research – Global Macro

As we close the year, we are sharing the best research pieces of 2019! On the fifth day of research, we explore systematic and opportunistic macro with AQR. —- —- Link Fundamental Trends and Dislocated Markets – AQR Good investing, […]
December 24, 2019

12 Days of Research – Bubbles

As we close the year, we are sharing the best research pieces of 2019! On the fourth day of research, we explore bubbles with Research Affiliates. —- —- Link Bubble, Bubble, Toil and Trouble – Research Affiliates Good investing, Meb […]
December 23, 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 episodes on why income sharing agreements may be the answer to the student-debt problem, why online dating and fintech are both […]
December 23, 2019

12 Days of Research – Value Investing

As we close the year, we are sharing the best research pieces of 2019! On the third day of research, we explore value investing with OSAM. —- —- Link Value Is Dead, Long Live Value – OSAM Good investing, Meb […]
December 22, 2019

12 Days of Research – Buybacks

As we close the year, we are sharing the best research pieces of 2019! On the second day of research, we explore buybacks with Goldman Sachs. —- —- Link Misperceptions surrounding corporate cash spending priorities and the economics of share […]
December 21, 2019

12 Days of Research – Trend Following

As we close the year, we are sharing the best research pieces of 2019! On the first day of research, we explore trend following with AQR. —- —- Link You Can’t Always Trend When You Want – AQR Good investing, […]
December 19, 2019

Income Strategy Playbook

Thoughts on the income landscape from Invesco. —- —- Link Income Strategy Playbook 4Q 2019 – Invesco Good investing, Meb Faber theideafarm.com
December 16, 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 about ESG investing, an amazing episode on culture, and a conversation with Jeff Ma (from the movie 21) on […]
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