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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
The Passive Party Hangover

The Passive Party Hangover

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

The Idea Farm
European Renewal

European Renewal

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

The Idea Farm
The Mid 7

The Mid 7

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

The Idea Farm
Buffer BS

Buffer BS

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

The Idea Farm