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
December 30, 2021
Macro and markets, sustainability, and some commentary on China. —- —- Links Shooting the Rapids – The Investment Outlook for 2022 – BNP Paribas Asset Management Good investing, Meb Faber theideafarm.com
December 27, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Cullen Roche and Jesse Felder with their takes on inflation, and Thomas Braziel on investing in special situations around the world. Investing We Study Billionaires — The Investor’s […]
December 23, 2021
Seeking fundamentally different sources of returns with liquid alternatives. —- —- Links Time to Diversify – But into What? – AQR Good investing, Meb Faber theideafarm.com
December 22, 2021
Allocation, performance, and issues with modern endowments. —- —- Links The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium – Ennis Good investing, Meb Faber theideafarm.com
December 20, 2021
Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have someone from the US Space Force with his bull case for Bitcoin, Cliff Asness with his thoughts on today’s market, and Jason Wenk on building a […]
December 19, 2021
A ton of charts and a truly unique report covering major developed market equities. —- —- Links Major Developed Market Equities – Jesse Livermore – Philosophical Economics Good investing, Meb Faber theideafarm.com