August 9, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Nobel-Prize winner Richard Thaler on all things nudges, Kevin Kelly on the future of remote work, Redfin’s CEO on the red-hot real estate market, and Gary […]
August 5, 2021

DCF

A mindset for thinking about cash-generating assets. —- Link Everything Is a DCF Model – Morgan Stanley Good investing, Meb Faber theideafarm.com
August 2, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Shaquille O’Neal on building his business empire, an episode on the importance of managing risk with the market at all-time highs, and an episode on venture […]
July 30, 2021

One of the Greatest Opportunity Sets in Years?

Value vs. growth, US vs. non-US, and what may be one of the greatest opportunity sets in a couple of decades. —- —- Link Mid-Year Letter For 2021 – GMO Good investing, Meb Faber theideafarm.com
July 28, 2021

Farmland Sustainability

Advancing and refining the approach to sustainability. —- —- Link 2021 Farmland report – Westchester – Nuveen Good investing, Meb Faber theideafarm.com
July 26, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have episodes around the potential for psychedelics and why we’re in the middle of a biotech boom, the founder of Electronic Arts on how the gaming industry […]
July 23, 2021

Opportunity in EM

Lazard talking recovery, inflation, and opportunity in emerging markets. —- —- Link Outlook on Emerging Markets – Lazard Good investing, Meb Faber theideafarm.com
July 19, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have private equity titan David Rubenstein on his career journey, what a hotel chain’s CFO is seeing in the tight labor market, and great conversations with authors […]
July 15, 2021

Private vs. Public Equity

J.P. Morgan looks back at the performance of private equity vs. public equity. —- —- Link Food Fight: An Update on Private Equity Performance vs Public Equity Markets – Eye on the Market – J.P. Morgan Good investing, Meb Faber […]
July 12, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Balaji on everything, Jeremy Grantham’s market thoughts, Wolfgang Puck on the journey of an entrepreneur, and Moderna’s CFO on the development of the vaccine. Investing Invest […]
July 7, 2021

Guide to the Markets Q3 2021

Q3 2021 Guide to the Markets. —- —- Link Guide to the Markets 3Q 2021 – J.P. Morgan Good investing, Meb Faber theideafarm.com
July 5, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Marc Andreessen on the impact of COVID, Tobias Carlisle on the underperformance of value, and an episode on why bourbon should be thought of as an […]
July 3, 2021

Global Valuation Updates!

Quarterly CAPE Ratio Updates First half is in the books! Median CAPE Ratio: 19 25% cheapest: 12 25% most expensive: 32 Average of Foreign Developed: 24 Average of Foreign Emerging 15 We’ve mentioned this note in every update but bears […]
July 2, 2021

Post-COVID Markets

Natixis survey of investment managers reveals investor pandemic experience, key financial fears, and widened return expectations. —- —- Link The Next Normal – Natixis Good investing, Meb Faber theideafarm.com
June 28, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Chamath on building Berkshire 2.0, a fun episode on ETF tickers, what it’s like to run a $1.3 trillion sovereign wealth fund, and an update on […]