July 1, 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 the return of Corey Hoffstein’s podcast “Flirting With Models,” an interview with legendary venture capitalist Bill Gurley, and an interview with […]
June 28, 2019

No Pain, No Gain

Some straight talk on trend following from the Alpha Architect crew. —- —- Link Trend Following: The Epitome of No Pain, No Gain Good investing, Meb Faber theideafarm.com
June 24, 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 a great episode on value investing, Rob Arnott providing thoughts on the current state with the market, a talk with the […]
June 18, 2019

Top Dawg

Great presentation…watch for sure! —- —- Link RA Are Valuations Irrelevant?  SLIDES Good investing, Meb Faber theideafarm.com
June 17, 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 a couple of great value investing focused episodes with David Abrams and Bill Miller, the actual story of the tulip bubble, […]
June 12, 2019

Emerging Markets Charts & Views

Blah blah Meb emerging markets are cheap… —- —- Link Emerging Markets Charts & Views Good investing, Meb Faber theideafarm.com
June 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 a discussion on the future of the financial planning industry, thoughts on the ETF space, and lessons from Naval Ravikant. The […]
June 9, 2019

The forgotten market

Has everyone forgotten Japan? —- —- Link Japan: Opportunities in the Forgotten Equity Market Good investing, Meb Faber theideafarm.com
June 6, 2019

Private E

Lots of pent up capital means higher multiples…no surprise there. Nice PE review… —- —- Link McKinsey on PE Good investing, Meb Faber theideafarm.com
June 5, 2019

Often Wrong, Never in Doubt

Nice video interview with Druck! Link Druck Interview Good investing, Meb Faber theideafarm.com
June 4, 2019

Bond Math

I know everyone already understands this but don’t think I’ve ever seen this chart with negative yielders before…not sure they teach that at University yet! —- —- Link High Profits at Low Rates : The Benefits of Bond Convexity Website […]
June 3, 2019

Top Podcasts of the Week

Below is our first “Top Podcast” episode with our new curator, Colby Donovan!  Holler with any feedback! Today we have the return of AQR’s podcast with an episode on the momentum factor, interviews with two popular investors (Jim O’Shaughnessy and […]
June 2, 2019

eeeeeee

Tell us what you really think professor!  Yikes…straight to download Link Video and transcript Website https://www.researchaffiliates.com/en_us/insights/conversations/the-inverted-yield-curve.html Good investing, Meb Faber theideafarm.com
May 31, 2019

The Podcast Opportunity

a16z big slide deck on all things on the biz of podcasts… —- —- Link Podcast and Audio Market (link to download PDF) Website www.thinknewfound.com Good investing, Meb Faber theideafarm.com
May 29, 2019

Pleasantly Average

Corey on using a value composite (you know I’m a fan)… —- —- Link Systematic Value Website www.thinknewfound.com Good investing, Meb Faber theideafarm.com