September 12, 2018

Pim

We had Pim on the podcast today and he was great!  Here’s also a recent update from his parent company Rebeco… Chart then download: —- —- Download PDF Multi-asset market outlook Website http://www.robeco.com Good investing, Meb Faber theideafarm.com
September 10, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! The Monthly Dirtcast: Salem Abraham Don’t miss this one.  Old school CTA located in a tiny Texas town. Behind the Markets: Leonard Nakamura The episode guest is the Vice President and Economist […]
September 10, 2018

FREE BIW V2 Download

Idea Farm members get a free download of the new book, woo-hoo! I’m really proud of it and think it came out great… Download here. And if you liked/hated it, please leave a review! Good investing, Meb Faber theideafarm.com
September 7, 2018

Natural Resources in Your Portfolio

Meketa on a nice natural resources overview… Charts then download: —- —- Download PDF Meketa on Natural Resources Website http://www.meketagroup.com/ Good investing, Meb Faber theideafarm.com
September 4, 2018

RoboOverview

A really deep overview on the robospace…. Charts then download: —- —- Download PDF Installing a Program for Profitability: Digital Advice Raises Profits for Investment Services Industry Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
September 3, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! The Curious Investor The episode explores some of the most famous investor track records including Warren Buffett, Bill Gross, George Soros, and Peter Lynch to see if their alpha can be explained […]
September 2, 2018

Emerging Bonds in a Portfolio

Simple, but really nice overview from Vanguard on EM bonds. Chart then download: —- —- Download PDF EM Bonds Website https://investor.vanguard.com/investing/investment-research Good investing, Meb Faber theideafarm.com
August 30, 2018

King of the Mountain

Great paper showing the relationships between valuations (CAPE) and inflation and real interest rates… Chart then download: —- —- Download PDF King of the Mountain Website https://www.researchaffiliates.com/ Good investing, Meb Faber theideafarm.com
August 28, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! The Sherman Show – S4E4 Jeffrey Gundlach – CEO, DoubleLine The episode guest is Jeffrey Gundlach, DoubleLine’s CEO. Jeffrey discusses market “truisms.” He gets into the swinging pendulum of investor preference changes […]
August 27, 2018

Chinese Biotech

Long term trends, hard to not be bullish on Chinese healthcare sector… Chart then download: —- —- Download PDF Chinese Biotech Website https://www.ubs.com Good investing, Meb Faber theideafarm.com
August 24, 2018

Fixed-Income Outlook: Tail Risks Are Getting Fatter

Fixed income outlook from Guggenheim for you bond folks… Chart then download: —- —- Download PDF Fixed-Income Outlook: Tail Risks Are Getting Fatter Website https://www.guggenheimpartners.com/ Good investing, Meb Faber theideafarm.com
August 20, 2018

Top Podcasts of the Week

Below are the top podcasts of the week! The Curious Investor- Active versus Passive Legendary investors Jack Bogle, Founder of Vanguard and Cliff Asness, founder of  AQR Capital Management weigh in on the active vs. passive debate, shed light on some […]
August 17, 2018

Death of the Public Company

Fun paper debunking the widely circulated idea of the “death of the public company”. Chart then download: —- —- Download PDF “Rumours of the Death of the American Public Company are Greatly Exaggerated” Website https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3225889 Good investing, Meb Faber theideafarm.com
August 15, 2018

Advisors, They’re Just Like US!

Advisors can often make the same bone-headed decisions for themselves that they do for clients.  Nice PPT from a presentation this spring… Quote then download: —- “Advisers encourage chasing returns, push for actively managed funds, and even actively push them […]
August 13, 2018

Top Podcasts of the Week

Below are the top podcasts of the week including a new section “Potpourri” for non-investment related shows… Masters in Business with Barry Ritholtz: Leon Cooperman on Finding the Overlooked Investment The episode guest is Leon Cooperman of Omega Advisors. Leon […]