October 18, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have two great episodes on what’s going on in China, Meb Faber kicking off the Africa Startup Series, and Sam Quinones on the impact drugs are having […]
October 15, 2021

Country Picking

Selecting country out-performers is hard. Dimensional weighs in on the benefit of global diversification. —- —- Links Which Country Will Outperform? Here’s Why It Shouldn’t Matter – Dimensional Good investing, Meb Faber theideafarm.com
October 14, 2021

Life Cycle Investing

A case study grappling with the question of how to build a portfolio designed to last through the multi-decade time horizon of retirement. —- —- Links Life Cycle Investing – Canvas – OSAM Good investing, Meb Faber theideafarm.com
October 12, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Barry Sternlicht on the real estate market, Jeremy Siegel and Jim Paulsen with Leuthold’s market outlook, and Marko Papic on all things geopolitics. Investing Capital Allocators: […]
October 10, 2021

Global Valuation Updates!

Quarterly CAPE Ratio Updates Median CAPE Ratio: 18 25% cheapest: 12 25% most expensive: 32 Average of Foreign Developed: 24 Average of Foreign Emerging 16 We’ve mentioned this note in every update but bears repeating.  We use the MSCI Investable […]
October 8, 2021

Q4 2021 Guide to the Markets

Great charts in J.P. Morgan’s Q4 2021 Guide to the Markets. —- —- Links Q4 2021 Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
October 7, 2021

Inflation, Hedges, and Stores of Value

GMO’s two part series on inflation and thoughts on dealing with it in the context of inflation hedges and stores of value. —- —- Links Part 1: Inflation – Tall Tales and True Causes – GMO Part 2: What to […]
October 4, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have GMO’s Ben Inker on value stocks, Ray Dalio on how he views the world today, and an episode on Vanguard’s curious entrance into the private equity […]
October 2, 2021

Wine Grape Farmland

A great overview of wine grape farmland investing. —- —- Links Understanding wine grape farmland investing – Westchester Good investing, Meb Faber theideafarm.com
September 30, 2021

Net Zero

Bridgewater gets into what “net zero” and government action might actually mean for investors and the global economy by walking through the potential impacts to oil. —- —- Links What will the Global Push to Net Zero Mean for Oil? […]
September 27, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a deep dive into the Evergrande saga, a must-listen interview with Anderson Cooper, and Goldman Sachs’ David Kostin with a market update. Investing Odd Lots: Understanding […]
September 25, 2021

Expensive Market – Where’s the Opportunity?

In an expensive market, opportunities can still exist for those willing to focus on individual companies and let fundamentals drive the process. —- —- Links With Early Cycle Behind Us, Securities Must Stand on Own Merits – Janus Henderson Good […]
September 24, 2021

Attractive Fundamentals

4 simple reasons to take a look internationally. —- —- Links 4 Reasons to Invest Internationally – Diamond Hill Good investing, Meb Faber theideafarm.com
September 22, 2021

Lowest Yielding Bond Market in History

Given today’s low yield environment, Man discusses some methods on how to navigate. The first step being acceptance. —- —- Links Navigating the Lowest-Yielding Bond Market in History – Man Good investing, Meb Faber theideafarm.com
September 20, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Doug Leone on leading VC firm Sequoia, the man who started the indexing revolution, and Leigh Drogen on his quantamental approach to crypto. Investing ***Must Listen*** […]