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'A Historic Dislocation'

'A Historic Dislocation'

+ Mind the Gap, Owen Lamont, Elad Gil, Aswath Damodaran, Jason Zweig & More

The Idea Farm
Global Opportunities

Global Opportunities

Andrew Lo, Michael Mauboussin, Kent Daniel, Bridgewater, KKR & More

The Idea Farm
American Unexceptionalism

American Unexceptionalism

+ Bob Elliott, Richard Ennis, Dan Rasmussen, Anthony Bolton, Jordan Brand & More

The Idea Farm
Bonds Baby!

Bonds Baby!

+ Man Group, Jeff Currie, Unreasonable Hospitality, US Debt & More

The Idea Farm
A Golden Opportunity

A Golden Opportunity

+ Boaz Weinstein, Antti Ilmanen (x2), Ray Dalio, Kate Moore, Jonathan Clements & More

The Idea Farm
Buyback Bonanza

Buyback Bonanza

+ Burton Malkiel, Owen Lamont, Jason Zweig, Jordan Brand, Erik Prince & More

The Idea Farm
RIP Small-Caps 🪦

RIP Small-Caps 🪦

+ Rob Arnott, Michael Mauboussin, Jason Zweig, Raj Chetty & More

The Idea Farm
Corporate Profits 🚀

Corporate Profits 🚀

+ Rick Rieder, Graham Weaver, Aaron Levie, Vinod Khosla, Global Wealth & More

The Idea Farm
The International Rebalance

The International Rebalance

+ Jim Chanos, Cliff Asness, Jason Zweig, RBA, Goldman Sachs & More

The Idea Farm
Deficit & Demographic Disasters

Deficit & Demographic Disasters

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

The Idea Farm
Mid-Year Outlooks

Mid-Year Outlooks

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

The Idea Farm
The Fragmentation Era

The Fragmentation Era

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

The Idea Farm