April 4, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have John Hempton on finding and exploiting an edge, Alan Dunne on all things trend-following and global macro, and housing expert Ivy Zelman on why she thinks […]
April 1, 2022

U.S. Farmland

A deep dive on U.S. farmland investment rationale, characteristics, and even valuation considerations. —- —- Links U.S. Farmland Sector Primer – Green Street Good investing, Meb Faber theideafarm.com
March 28, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Steve Harvey on becoming a media mogul, Peter Zeihan on implications from Russia’s invasion of Ukraine, and Dr. Andrew Huberman on how to improve your health. […]
March 25, 2022

War and Markets

Thoughts on war and its impact on markets. —- —- Links War and markets: What’s the connection? – Wellington Management Good investing, Meb Faber theideafarm.com
March 21, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Luke Gromen on the weakness in the global financial system, Sara Menker on the global ag markets’ response to the Russia invasion of Ukraine, and Silicon […]
March 16, 2022

2021 – U.S. Early-Stage Venture and Startups

AngelList and Silicon Valley Bank on a historic 2021 for early-stage venture and startups. —- —- Links The State of U.S. Early-Stage Venture & Startups: 2021 Good investing, Meb Faber theideafarm.com
March 14, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have James Aitken on the implications of Russia’s invasion of Ukraine on financial markets, Doug Leone on his career with Sequoia, Dan McMurtrie on handling stressful times, […]
March 9, 2022

Staples

After a multi-year stint of underperformance, Ash Park sheds light on what might be ahead for Consumer Staples. —- —- Links Crystal Ball Gazing – Ash Park Good investing, Meb Faber theideafarm.com
March 7, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have lots of episodes on the Russian invasion of Ukraine, Morgan Housel on the psychology of money and Joel Greenblatt on today’s market. Russia Invasion of Ukraine ***Must […]
March 4, 2022

GIRY 2022

The 2022 GIRY sheds some light on inflation, interest rates, and diversification. —- —- Links Credit Suisse Global Investment Returns Yearbook 2022 Summary Edition Good investing, Meb Faber theideafarm.com
February 28, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a value investor on the art of not selling, a timely episode on the energy transition and geopolitics, and Laurens Swinkels discussing some of his top […]
February 25, 2022

Crypto Market Dynamics

A run-down of the crypto sphere, and what may be ahead for 2022. —- —- Links The Year Ahead in Crypto – Pantera Capital Good investing, Meb Faber theideafarm.com
February 24, 2022

State of Venture ’21

Global private company investment trends in 2021. —- —- Links State of Venture – CB Insights Good investing, Meb Faber theideafarm.com
February 21, 2022

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a must-listen with Mohamed El-Erian on the possibility of a Fed policy error, Tyler Cowen on finding a better way to fund innovation, and Howard Lindzon […]
February 20, 2022

Leading Landowners

A snapshot of America’s leading landowners. —- —- Links The Land Report 100 Good investing, Meb Faber theideafarm.com