March 23, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a must listen on putting the recent stock performance into historical perspective, an episode on leveraged ETFs, Brene Brown’s first podcast episode on embracing vulnerability when […]
March 21, 2020

Illiquidity Discount?

Cliff on PE and the illiquidity discount. —- The Illiquidity Discount? – Asness Good investing, Meb Faber theideafarm.com
March 18, 2020

Some Perspective from Meb

It’s been an extraordinary stretch of days and weeks. It has no doubt been a challenge on many fronts. As we take stock of where we are in the world right now, I’d like to share some of my most […]
March 16, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on how to think about a wild week in the market, one of the original quants, a great episode with one of the first video […]
March 15, 2020

Vanguard Outlook 2020

Vanguard’s 2020 outlook. —- —- Link Vanguard economic and market outlook for 2020: The new age of uncertainty Good investing, Meb Faber theideafarm.com
March 12, 2020

Gundlach

DoubleLine’s Gundlach on markets, the Fed, and his 10-year outlook. —- Link The Bond King: DoubleLine Founder and CEO Jeffrey Gundlach – Yahoo Finance Good investing, Meb Faber theideafarm.com
March 9, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on the economy, a fascinating episode about how a subreddit forum is moving the market, an interview with Patrick O’Shaughnessy as the guest […]
March 6, 2020

When Nothing Looks Attractive

A look at current market conditions and some thoughts about portfolio protection and diversification. —- —- Link What to do When Nothing Looks Attractive? – Rocaton Good investing, Meb Faber theideafarm.com
March 4, 2020

Momentum

Discussing the connection between momentum and human nature. —- —- Link The Factor Archives: Momentum – CANVAS – OSAM Good investing, Meb Faber theideafarm.com
March 2, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a fantastic episode with the famous short-seller Jim Chanos, an episode on how technology is only going to continue to have a huge impact on society, […]
February 29, 2020

Berkshire

Berkshire Annual Report 2019. —- —- Link Berkshire Hathaway 2019 Annual Report Good investing, Meb Faber theideafarm.com
February 26, 2020

Startup Growth and Venture Returns

Startups and power laws. —- —- Link Startup Growth and Venture Returns – AngelList Good investing, Meb Faber theideafarm.com
February 24, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode list: an episode with the chief economist at Vanguard, four episodes with venture capitalists (including Ashton Kutcher and the first investor in Lyft), and a couple […]
February 21, 2020

The Contrarian Trade?

Walking through some thoughts on value. —- —- Link The presumed end of the Value premium – StarCapital Research Good investing, Meb Faber theideafarm.com
February 19, 2020

Africa

Some features and challenges investors face looking to invest in the deepening African financial markets. —- —- Link Africa’s public markets: Issues for investors – Ashmore Good investing, Meb Faber theideafarm.com