February 7, 2022
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
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
Goldman Sachs Investment Strategy Group’s 2022 Outlook. —- —- Links Piloting Through – Goldman Sachs Good investing, Meb Faber theideafarm.com
January 31, 2022
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
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
Winners and Finalists of SumZero’s Top Stocks Challenge. —- —- Links Top Stocks for 2022 – SumZero Good investing, Meb Faber theideafarm.com
January 24, 2022
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
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
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
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
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
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
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 […]
January 3, 2022
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have one of the wealthiest, self-made billionaires on why he’s donating his fortune, an episode on the benefit of puzzles, and Reddit co-founder Alexis Ohanian on the […]
December 31, 2021
Crypto as part of a multi-asset portfolio. —- —- Links The $64,000 $65,000 $57,000 Question: Bitcoin’s Place in Multi-Asset Portfolios – Man Institute Good investing, Meb Faber theideafarm.com