The Idea Farm

The Idea Farm
Topics
Weekly Emails

Jul 13, 2025

Deficit & Demographic Disasters

+ Cam Harvey, Ray Dalio, Kenneth Rogoff, Dan Ivascyn & More

The Idea Farm

Jul 06, 2025

Mid-Year Outlooks

+ Louis-Vincent Gave, Man, Apollo, Vincent Deluard, Goldman Sachs & More

The Idea Farm

Jun 29, 2025

The Fragmentation Era

+ Jeff Currie, Invest America, Marc Andreessen, Erik Prince, Coatue, AQR & More

The Idea Farm

Jun 22, 2025

The Passive Party Hangover

+ Sir Chris Hohn, Paul Tudor Jones, Thomas Reiner, Morgan Stanley, TCW, & More

The Idea Farm

Jun 15, 2025

European Renewal

+ Rob Citrone, Michael Cembalest, Dan Rasmussen, Goldman Sachs, AQR & More

The Idea Farm

Jun 08, 2025

The Mid 7

+ Niel Howe, Cliff Asness, Steve Cohen, Schroders, Apollo & More

The Idea Farm

Jun 01, 2025

Buffer BS

+ Cliff Asness, Carson Block, Morgan Housel, Jason Zweig, Mohnish Pabrai, Apollo & More

The Idea Farm

May 25, 2025

Sell America

+ Antti Ilmanen, Richard Ennis, Verdad, Michael Cembalest, Bethany McLean & More

The Idea Farm

May 11, 2025

Trade Walls: Global Risk Recalculated

+ Rick Rieder, Karen Karniol-Tambour, Jason Zweig, Warren Buffett, Kenneth Rogoff

The Idea Farm

May 04, 2025

Go for Gold 🥇

+ Bridgwater, Research Affiliates, Apollo, Vanguard, UBS, WisdomTree & More

The Idea Farm

Apr 27, 2025

The New Joule Order

+ Peter Thiel, Carl Kawaja, Peter Linneman, Jared Dillian, LBO Replication & More

The Idea Farm

Apr 20, 2025

America: Now Trading Like an Emerging Market

+ Richard Bernstein, Lyn Alden, Goldman Sachs, Research Affiliates, Morgan Housel, Low Vol & More

The Idea Farm

Weekly Emails

Deficit & Demographic Disasters

Mid-Year Outlooks

The Fragmentation Era

The Passive Party Hangover

European Renewal

The Mid 7

Buffer BS

Sell America

Trade Walls: Global Risk Recalculated

Go for Gold 🥇

The New Joule Order

America: Now Trading Like an Emerging Market