Research Library – Page 48 – The Idea Farm by Meb Faber

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 […]

August 11, 2018

Tax Incentive for Long-Term Investment

Nice summary on Opportunity Zones as the rules start to come into focus…. Straight to the download: Download Opportunity Zone Funds Offer New Tax Incentive for Long-Term Investment in Low-Income Communities Website skadden.com Good investing, Meb Faber theideafarm.com

August 7, 2018

Podcasts of the Week!

I forgot to send this Sunday, but below are the top podcasts from the past week…and don’t forget mine below the ratings…enjoy! 1. Capital Allocators Ep. 62 Charley Ellis – Indexing and its Alternatives Summary The episode guest is Greenwich Associates […]

July 30, 2018

Podcasts of the Week!

My continued frustrations with the lack of podcast curation and reviews is big news for Idea Farm members…we just brought on a new hire to help listen to and rate about a dozen podcasts each week. We’re going to experiment […]

July 28, 2018

Guide Markets

I like the JP Morgan Guide to the Markets as much as anyone, but the very first chart qualifies for a chart crime in my opinion….S&P price based index with no dividends…but lots of good in there too… Charts then download… […]

July 23, 2018

Factbook

Great annual overview of the fund space… Charts then download… —- —– PDF Download ICI Factbook http://www.icifactbook.org/ Good investing, Meb Faber theideafarm.com

July 16, 2018

Mirae

I can’t recall if I emailed this KKR piece or not, so here’s a double issue. Macro chartbooks from Mirae and KKR both… Charts then downloads… —- —– PDF Downloads Mirae KKR Good investing, Meb Faber theideafarm.com

July 13, 2018

International Currencies and Capital Allocation

This paper won the AQR Insight award. We talk a lot about home country bias a lot in equities, and guess what, just as bad in bonds… No chart just download (there’s also a video)… Download International Currencies and Capital […]