Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have a great episode from Malcolm Gladwell, episodes with both Kyle Bass and Tren Griffin, and the author of Algorithms To Live By on […]
Equity outlook from Invesco. A top-down view on EM, Japan, Europe, China, and the US. —- —- Link Equity Outlook – It’s Too Late to Get Bearish Good investing, Meb Faber theideafarm.com
Ray Dalio delivers yet another excellent history lesson, this time discussing paradigm shifts. —- —- Link Paradigm Shifts – LinkedIn Paradigm Shifts – Full PDF Good investing, Meb Faber theideafarm.com
Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode explaining merger arbitrage, a fantastic episode on personal finance, what the next step is for companies like Betterment, and […]
Higher-level thinking on negative-yielding bonds. —- —- Link Trading Sardines: The Case of Currency Hedged Negative Yielding Bonds Good investing, Meb Faber theideafarm.com
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 […]
Bubbles, anti-bubbles, and actionable insights from Research Affiliates. —- —- Link Bubble, Bubble, Toil and Trouble – Research Affiliates Good investing, Meb Faber theideafarm.com
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
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 […]
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 […]
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 […]