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 […]

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 […]

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, […]

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

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 […]

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

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. […]

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

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

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, […]

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

Research Affiliates offers context around the value rebound that started late in 2020 only to give back gains earlier this year, and provides perspective on value going forward. —- —- Links Did I Miss the Value Turn? – Research Affiliates […]

Whether hedging or seeking total return, this piece covers an approach to currency management that leverages 5 factors from carry all the way to volatility. —- —- Links A Factor-Based Approach to Currency Management – Insight Investment, BNY Mellon Good […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Benchmark and Wealthfront co-founder Andy Rachleff on the lessons he’s learned in his career, Jeff Hooke on why the success of private equity is a myth, […]

Key questions and core principles for long-term investors. —- —- Links Key Questions for Long-Term Investors – Dimensional Good investing, Meb Faber theideafarm.com