January 8, 2019
Top podcasts of the week! —- INVESTMENTS —- 1. Resolve 12 Days of Christmas 2. Trend Following Ep. 723: Harold de Boer Interview with Michael Covel Harold de Boer of Transtrend starts by discussing his experience growing up on a dairy farm and […]
January 3, 2019
It seems like every investment outlook says basically the same thing, but I liked skimming this one anyways… Pic then download: —- —- Link Outlook 2019 Good investing, Meb Faber theideafarm.com
January 2, 2019
Quarterly CAPE Ratio Updates! Lots of carnage in 2018…how did that affect valuations? Let’s go right to the stats! Median CAPE Ratio: 16 (19 a year ago) 25% most expensive: 25 (27 a year ago, U.S. in this bucket) […]
December 31, 2018
Quote: “The year 2018 has been a difficult one for the broad alternative risk premia (ARP) market. Not only have these strategies lagged conventional 60/40 investing, their year-to-date negative performance has been widespread within the ARP market. The core strategies […]
December 19, 2018
Montier of GMO being none too rosy on equity outlook… Pic then download —- —- Link The Late Cycle Lament: The Dual Economy, Minsky Moments, and Other Concerns Good investing, Meb Faber theideafarm.com
December 17, 2018
Everyone and their mother puts out a year end outlook…instead of sending you all of them here’s a link to a list of the lot… Link https://www.savvyinvestor.net/blog/global-markets-outlook-2019 https://www.savvyinvestor.net/blog/global-markets-outlook-2019-II Good investing, Meb Faber theideafarm.com
December 17, 2018
Like your grumpy uncle coming over and telling you to turn down the music, here’s Vanguard on return expectations going forward… Pic then download —- —- Link 2019 Outlook Good investing, Meb Faber theideafarm.com
December 17, 2018
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
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
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
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’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
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
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
90 minute video interview with Druck….not to be missed! Link Interview Website https://www.realvision.com Good investing, Meb Faber theideafarm.com