December 17, 2018

Top Podcasts of the Week

No top podcasts this week. —- Here’s ours: Episode #133: Todd Harrison, “Humanity Has Had a 30,000 Year Relationship with Cannabis” Good investing, Meb Faber theideafarm.com
December 13, 2018

Top Podcasts of 2018

Below are the top podcasts of the YEAR! Enjoy! https://mebfaber.com/2018/12/12/top-investment-podcasts-of-2018/ Good investing, Meb Faber theideafarm.com
December 10, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! INVESTMENT RELATED ———————————————————————————- MarketFox Interview with Rob Arnott Rob Arnott, founder of Research Affiliates, discusses his early interest in investing, and quant investing and the problem with conventional wisdom. He discusses several […]
December 3, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! INVESTMENT RELATED ———————————————————————————- Y Combinator: Michael Seibel on Starting a Startup, Finding Product Market Fit, and Fundraising NON INVESTMENT RELATED POTPOURRI ———————————————————————————- Freakonomics: Should America Be Run by … Trader Joe’s?  ———————————————————————————- Meb’s […]
November 29, 2018

Klarman

Klarman’s always a must listen, here he is recently at Harvard… Pic then straight to link: —- —- Link https://www.alumni.hbs.edu/stories/Pages/story-bulletin.aspx?num=6818 Website https://www.alumni.hbs.edu/ Good investing, Meb Faber theideafarm.com
November 28, 2018

TURBULENCE AHEAD

Robeco on 2019…TURBULENCE AHEAD Chart then download… —- —- Download PDF TURBULENCE AHEAD Website https://www.robeco.com/en/ Good investing, Meb Faber theideafarm.com
November 26, 2018

EM

At what point do emerging markets, which are nearly 2/3rds of world GDP….no longer be emerging? Chart then download… —- —- Download PDF Thinking strategically about Emerging Markets Website https://www.ubs.com Good investing, Meb Faber theideafarm.com
November 25, 2018

Druck

90 minute video interview with Druck….not to be missed! Link Interview Website https://www.realvision.com Good investing, Meb Faber theideafarm.com
November 23, 2018

Rotating

I like Pim’s concept of rotating into more conservative equities when the market is $$$$. Chart then download… —- —- Download PDF Risky CAPE Website https://www.robeco.com Good investing, Meb Faber theideafarm.com
November 21, 2018

The IMF

A Decade after the Global Financial Crisis: Are We Safer? Gotta pass along an IMF piece with CAPE ratios! Chart then download… —- —- Download PDF Global Financial Stability Report Website https://www.imf.org/en/Publications/GFSR/Issues/2018/09/25/Global-Financial-Stability-Report-October-2018 Good investing, Meb Faber theideafarm.com
November 19, 2018

4TH QUARTER 2018 Investment Landscape

Value pain train from Verus… Chart then download… —- —- Download PDF 2018 4 Q Letter Website https://www.verusinvestments.com Good investing, Meb Faber theideafarm.com
November 14, 2018

LONG-TERMCAPITALMARKETASSUMPTIONS

Monster doc that probably has interesting charts for everyone…below on growth of private companies… Chart then download… —- —- Download PDF LONG-TERM CAPITAL MARKET ASSUMPTIONS Website https://am.jpmorgan.com/pt/institutional/our-thinking/2018-long-term-capital-market-assumptions Good investing, Meb Faber theideafarm.com
November 14, 2018

Top Podcasts of the Week

Below are the top podcasts of the week!  Forgot to send this on Monday… INVESTMENT RELATED ———————————————————————————- 1.  Masters in Business with Barry Ritholtz: Ray Dalio Discusses Major Financial Crises Bridgewater’s founder Ray Dalio digs into financial crises with Barry Ritholtz. […]
November 12, 2018

ghosts of disruption past,present and future

Anytime you include a chart that goes back to JC’s time, worth viewing! Chart then download… —- —- Download PDF ghosts of disruption past, present and future Website https://www.invesco.com/corporate Good investing, Meb Faber theideafarm.com
November 9, 2018

Social Capital

I haven’t decided what I think about this letter yet.  Regardless, worth skimming… Chart then download… —- —- Download PDF Social Capital Letter Website http://socialcapital.com/ Good investing, Meb Faber theideafarm.com