July 22, 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 two episodes with investors who have a high active share and are operating outside of the norm, an interview with Peter […]
July 19, 2019

Anti-Bubbles

Bubbles, anti-bubbles, and actionable insights from Research Affiliates. —- —- Link Bubble, Bubble, Toil and Trouble – Research Affiliates Good investing, Meb Faber theideafarm.com
July 17, 2019

Rosy Expectations

We’re still human and investing is still hard. Great report from Schroders. —- —- Link Schroders Global Investor Study – Investor behaviour: do people have control of their personal finances? Good investing, Meb Faber theideafarm.com
July 15, 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 lot of great business episodes. We have an episode about short-selling and identifying fraudulent companies, the bull case for Japan, the President […]
July 14, 2019

A Graying World

The impacts of aging demographics. —- —- Link Vanguard Research: Megatrends The economics of a graying world Good investing, Meb Faber theideafarm.com
July 10, 2019

Inflation Distortion

Fresh ideas on earnings and valuation metrics. —- —- Link Executive Summary—The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors  Good investing, Meb […]
July 8, 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 interview with the CIO of HostPlus, two episodes on applying factors to your investment process, an interview with VC […]
July 8, 2019

Real Assets

High-level outlook. —- —- Link Real Asset Outlook – Slides Good investing, Meb Faber theideafarm.com
July 7, 2019

Global Valuation Updates!

Quarterly CAPE Ratio Updates!   Not much change this Q, though some of the cheap have been strong outperformers this year… Median CAPE Ratio: 18 25% most expensive: 28 (U.S. in this bucket) 25% cheapest 12 Average of Foreign Developed: […]
July 5, 2019

Top Podcasts of the Quarter

Below are the “Top Podcasts of the Quarter” with our new curator, Colby Donovan!  Holler with any feedback! Today we have the best episodes of business and investing, sports, and more from the last quarter. There are a variety of topics […]
July 3, 2019

Crisis Proof

Crisis protection? Let’s explore with this great piece. —- —- Link The Best of Strategies for the Worst of Times: Can Portfolios be Crisis Proofed? Good investing, Meb Faber theideafarm.com
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