December 4, 2021

Income

As income has declined, price appreciation dynamics play a more central role in total return. —- —- Links The role of income in portfolios – Verus Good investing, Meb Faber theideafarm.com
December 1, 2021

Bubble? Opportunities Are Out There

A great reminder to always be looking around for opportunities. —- —- Links Literally, a world of opportunity – RBA Good investing, Meb Faber theideafarm.com
November 29, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have an episode on investing in trading cards, Ashley Flucas on how she broke into venture capital, and Frank Holmes on the hit ETF JETS and his […]
November 26, 2021

Who is Vulnerable to a Wind-Down of Central Bank Easing?

Bridgewater explores who is particularly sensitive to a wind-down of central bank easing. —- —- Links Who Will Prove Most Vulnerable to the Pullback in Liquidity? – Bridgewater Good investing, Meb Faber theideafarm.com
November 23, 2021

A Look Back at 2000

Food for thought when looking around at today’s market as we go back to 2000 with GMO to take a look at irrational exuberance and speculation. —- —- Links Irrational Exuberance in the U.S. Equity Market – GMO Good investing, Meb […]
November 22, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Kyle Bass with his macro view, Sam Lessin on applying the venture capital model to individuals, NYU Professor Aswath Damodaran on the importance of narratives and […]
November 19, 2021

Stock Market Performers

Excellent papers from Hank Bessembinder. The takeaways are important, and the results of stocks that dominate may even challenge the thinking of some. Make sure you read them all! —- —- Links Lessons from Bessembinder – Baillie Gifford Extreme Stock Market Performers, […]
November 17, 2021

Inflation, Equities, and Factors

Inflation, the historical impact on equities, and some key factors that have held up relatively well during past inflation regimes. —- —- Links The Great Inflation, Factors, and Stock Returns – CANVAS – OSAM Good investing, Meb Faber theideafarm.com
November 15, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have a deep dive on investing in Eastern Europe, Freakonomics on the US venture capital industry, an episode on why socialism sucks, and an audio documentary on […]
November 12, 2021

Quality

Verdad gets into the mechanics of quality and value. —- —- Links How Does Quality Work? – Verdad Good investing, Meb Faber theideafarm.com
November 8, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Mac the VC on his path from homelessness to becoming a venture capitalist, Naval Ravikant and Chris Dixon on Web3, and insight into Operation Warp Speed. […]
November 3, 2021

Tail Hedging – Cash Flows

Evaluating tail risk strategies? This piece walks through how critical it is to consider cash flows in the analysis. —- —- Links Cash Flows Matter for Tail Hedging Strategies – LongTail Alpha Good investing, Meb Faber theideafarm.com
November 2, 2021

Verdad Curriculum

A wonderful and thorough internship curriculum. —- Links Verdad Curriculum Good investing, Meb Faber theideafarm.com
November 1, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Chris Bloomstran on why today’s market rhymes with the 1990s, Mark Cuban on crypto and NFTs, Howard Lindzon on the crossover between public and private markets, […]
October 29, 2021

Gold

Some history and a discussion of the unique characteristics of gold as a strategic piece of an overall portfolio. —- —- Links Gold as a Strategic Allocation – Meketa Good investing, Meb Faber theideafarm.com