Top podcasts of the week! INVESTMENT —- 1. Off the Chain – Hany Rashwan Not a lot of crypto here but this one with interesting… 2. Planet Money: Cat Scam  Fun overview of drop shipping and challenges of dealing with international fraud… […]

Everyone seems to know EM is cheap, but when will the gap close? Chart then download: —- —- Link Emerging Markets Charts & Views Website https://www.amundi.com Good investing, Meb Faber theideafarm.com

JPM now does a nice Guide to Alternatives version of their great Guide to the Markets… Chart then download: —- —- Link Guide to Alternatives  Website https://www.jpmorgan.com/ Good investing, Meb Faber theideafarm.com

Yale endowment report time! Chart then download: —- —- Link Yale 2018 Website http://investments.yale.edu/ Good investing, Meb Faber theideafarm.com

Top podcasts of the week! INVESTMENT —- 1.  This Week in Startups E908-9: Roger McNamee Roger McNamee is the founding partner of Elevation Partners, and author of the book, Zucked: Waking Up to the Facebook Catastrophe. Roger discusses his relationship with […]

KKR puts out one of my favorite market outlooks… Chart then download: —- —- Link KKR Another Swing at the Plate Website https://www.kkr.com Good investing, Meb Faber theideafarm.com

A nice overview of the global pension scene if you’re into that sort of thing… Chart then download: —- —- Link Global Pension Assets Study 2019 Website https://www.willistowerswatson.com/ Good investing, Meb Faber theideafarm.com

GSAM on corporates… Chart then download: —- —- Link False Alarm: The Case for Corporate Credit Website https://www.gsam.com Good investing, Meb Faber theideafarm.com

I was trying to find an updated country/region list of revenue location, and this publication was pretty comprehensive (just a little old). Chart then download: —- —- Link Home Bias Website https://www.msci.com/ Good investing, Meb Faber theideafarm.com

About a decade ago people loved emerging markets (when they were expensive) and now that they’re cheap, crickets… Chart then download: —- —- Link A Better Deal Website https://www.gsam.com Good investing, Meb Faber theideafarm.com

DE Shaw on stocks and bonds correlation….can you count on it? Chart then download: —- —- Link Stocks and Bonds Website https://www.deshaw.com/ Good investing, Meb Faber theideafarm.com

Always my favorite read of the year… Chart then download: —- —- Link 2019 GIRY Summary Website https://www.credit-suisse.com/corporate/en/research/research-institute/publications.html Good investing, Meb Faber theideafarm.com

Top podcasts of the week! Finally almost caught up… INVESTMENT —- 1. a16z Podcast: Gaming Goes Mainstream with Bobby Kotick and Marc Andreessen Bobby Kotick is the CEO of Activision Blizzard (a merger he engineered); it’s one of only two video gaming […]