November 4, 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 investing titan Leon Cooperman, a great episode covering factors, why we need to think about what could go […]
November 2, 2019

USD Valuation

We know fluctuations in the US dollar relative to other currencies impacts global economics, but where are we now? The answer matters. —- —- Link The U.S. dollar at a crossroads: Estimating fair value Good investing, Meb Faber theideafarm.com
October 31, 2019

Investing Across the Capital Structure

A great piece illustrating the opportunity from valuation differences between credit and equity. —- —- Link Credit Versus Equities: Investing Across the Capital Structure – PIMCO Good investing, Meb Faber theideafarm.com
October 29, 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 how to deal with negative thoughts, and ways we can become better learners. The Happiness Lab with Dr. […]
October 26, 2019

High-Yield Bonds

A thoughtful piece from Vanguard on the benefits and risks of high-yield bonds in investment portfolios. —- —- Link Junk or jewel? Assessing the role of high-yield bonds in a diversified portfolio – Vanguard Good investing, Meb Faber theideafarm.com
October 24, 2019

Strategic Allocation

John Hussman on value and risk-management focused strategic allocation. —- —- Link Strategic Allocation – Hussman Good investing, Meb Faber theideafarm.com
October 21, 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 investing in farmland, an NBA player who is trying to tokenize his contract, a discussion on the 10,000 […]
October 20, 2019

Are International Equities Poised to Outperform?

History suggests U.S. stock outperformance vs. non-U.S. markets over the past decade may not last forever. —- —- Link International Equities – Are They Still Worth It? – Acadian Asset Management Good investing, Meb Faber theideafarm.com
October 18, 2019

Revenue Atlas

We live in an increasingly interconnected world, and it is reflected in markets. Check out this great report on country revenue exposure from Morningstar.  —- —- Link Morningstar Revenue Atlas Good investing, Meb Faber theideafarm.com
October 16, 2019

Diversification – Value – China

Wellington covers international equity diversification, value, and China’s fit in an EM allocation.  —- —- Link Top of Mind: Existential questions about value, international diversification, and China. Good investing, Meb Faber theideafarm.com
October 14, 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 the yield curve, WeWork, and happiness. Business The Compound Show: The Yield Curve Indicator (with Josh, Michael, and Campbell […]
October 12, 2019

Differentiation in EM Equities

Divergent investment styles and returns in emerging market equities. —- —- Link Does Style Still Matter in Emerging Markets? – Lazard Good investing, Meb Faber theideafarm.com
October 10, 2019

Global Sales

A review of 2018 S&P 500 Global Sales. —- —- Link S&P 500 2018: Global Sales Good investing, Meb Faber theideafarm.com
October 7, 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 author Jim Collins on what we can learn from long lasting organizations, an episode on applying machine learning to the investment […]
October 5, 2019

Red Flags

Scott Galloway sounds off on WeWork. —- —- Link WeWTF – Scott Galloway Good investing, Meb Faber theideafarm.com