February 12, 2022

Navigating Recovery

KKR on navigating the current environment, looking at how today is different from past recoveries, and considerations for what might be ahead. —- —- Links A Different Kind of Recovery – KKR Good investing, Meb Faber theideafarm.com
February 10, 2022

Superbubbles

Jeremy Grantham on simultaneous bubbles across asset classes, the features that define superbubbles, and some thoughts about what investors can do. —- —- Links Let The Wild Rumpus Begin – (Approaching the End of) The First U.S. Bubble Extravaganza: Housing, […]
February 7, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Morgan Stanley’s take on commodities in 2022, Andrew Lo on finding the perfect portfolio, and Mark Cuban on his attempt to disrupt the pharmaceuticals industry. The […]
February 5, 2022

Private Markets

Some background on the rise of global private markets, the ecosystem, and the cyclicality of risk-taking. —- —- Links The Rise of Private Markets – BIS Good investing, Meb Faber theideafarm.com
February 4, 2022

Staying Invested

Goldman Sachs Investment Strategy Group’s 2022 Outlook. —- —- Links Piloting Through – Goldman Sachs Good investing, Meb Faber theideafarm.com
January 31, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have interviews with notable figures like VC investor Marc Andreessen & trader-turned-philanthropist John Arnold, Gavin Baker on the current market environment, and Jeff Shaw on how he’s […]
January 28, 2022

Global Investment Outlook – RBC

Capital markets, global investments, and economic outlook for 2022 from RBC Global Asset Management. —- —- Links The Global Investment Outlook – RBC GAM Good investing, Meb Faber theideafarm.com
January 27, 2022

Top Stocks 22

Winners and Finalists of SumZero’s Top Stocks Challenge. —- —- Links Top Stocks for 2022 – SumZero Good investing, Meb Faber theideafarm.com
January 24, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have an episode on LinksDAO, an update on the housing market, and the story behind the first hedge fund to convert to an ETF. Investing Rig på […]
January 22, 2022

Black Swans

Food for thought on some themes that could move markets in the coming years. —- —- Links Seven Black Swans a Swimming: Tail Events That Could Shape Markets – Man Good investing, Meb Faber theideafarm.com
January 17, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have an overview of the cannabis space, Dan Zwirn on investing in the credit markets, and interviews with both Jason Zweig and Mark Yusko. Investing The Investors […]
January 15, 2022

Wave of Reform

Exploring the implications of Japan’s coming reform. —- —- Links Japan’s Coming Wave of Reform – Neuberger Berman Good investing, Meb Faber theideafarm.com
January 10, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Ray Dalio on the changing world order, a deep dive into the rise of coffee prices, and author Leonard Mlodinow on how to harness our emotions […]
January 7, 2022

1Q 2022 Guide to the Markets

J.P. Morgan’s 1Q 2022 Guide to the Markets. —- —- Links Guide to the Markets 1Q 2022 – J.P. Morgan Good investing, Meb Faber theideafarm.com
January 4, 2022

Global Valuation Updates!

Quarterly CAPE Ratio Updates Median CAPE Ratio: 18 25% cheapest: 14 25% most expensive: 32 Average of Foreign Developed: 24 Average of Foreign Emerging 15 We’ve mentioned this note in every update but bears repeating.  We use the MSCI Investable […]