The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One

Financialization: How Deficits Inflate Profits and Equity Valuations - Chris Brightman, Research Affiliates

Today's episode features Chris Brightman reading Financialization: How Deficits Inflate Profits and Equity Valuations [https://www.researchaffiliates.com/content/dam/ra/publications/pdf/1101-financialization-how-deficits-inflate-profits-and-equity-valuations.pdf]. Chris is a Partner, Senior Advisor and board member of Research Affiliates. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠⁠ [https://theideafarm.com/] e-mail newsletter. ⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ [https://theideafarm.com/] so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ [https://twitter.com/MebFaber], ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/mebanefaber/] and ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click ⁠⁠here [https://biw.onpodcastai.com/episodes/Ss55V3nzpPs]⁠⁠. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠ [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at ⁠⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠⁠ [http://www.cambriainvestments.com/] ----- Follow The Idea Farm: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ [https://twitter.com/TheIdeaFarm] | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/theideafarm-co/] | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ [https://www.instagram.com/mebfabershow/] | ⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠ [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at ⁠⁠⁠⁠⁠Feedback@TheMebFaberShow.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Biotech Investing: Investment Approaches that Work in a Challenging Industry - Anton Wintner, Greg Obenshain, Daniel Rasmussen, Verdad

Today's episode features Anton Wintner reading Biotech Investing: Investment Approaches that Work in a Challenging Industry [https://mcusercontent.com/6dc62f307511d466ff78a94fe/files/2d4df1a6-ecf8-7535-cf83-1bd259ea8328/Verdad_WhitePaper_R5.pdf]. Anton is a Senior Clinical Research Advisor for Verdad. Greg Obenshain and Daniel Rasmussen also wrote the paper. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠⁠ [https://theideafarm.com/] e-mail newsletter. ⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ [https://theideafarm.com/] so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ [https://twitter.com/MebFaber], ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/mebanefaber/] and ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click ⁠⁠here [https://biw.onpodcastai.com/episodes/W4kq08Ra9Nr]⁠⁠. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠ [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at ⁠⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠⁠ [http://www.cambriainvestments.com/] ----- Follow The Idea Farm: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ [https://twitter.com/TheIdeaFarm] | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/theideafarm-co/] | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ [https://www.instagram.com/mebfabershow/] | ⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠ [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at ⁠⁠⁠⁠⁠Feedback@TheMebFaberShow.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

The Truth About Check Sizing: Lessons from 15,000 Seed Deals - Abe Othman, AngelList

Today's episode features Abe Othman reading The Truth About Check Sizing: Lessons from 15,000 Seed Deals [https://www.angellist.com/blog/the-truth-about-check-sizing-lessons-from-15-000-seed-deals]⁠. Abe is a Consulting Researcher for AngelList. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠ [https://theideafarm.com/] e-mail newsletter. ⁠⁠⁠⁠Subscribe⁠⁠⁠⁠ [https://theideafarm.com/] so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠⁠X⁠⁠⁠⁠ [https://twitter.com/MebFaber], ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ [https://www.linkedin.com/in/mebanefaber/] and ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click ⁠here⁠ [https://biw.onpodcastai.com/episodes/Bq1CRDsv53n]. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠mailing list⁠⁠⁠⁠ [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at ⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠ [http://www.cambriainvestments.com/] ----- Follow The Idea Farm: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ [https://twitter.com/TheIdeaFarm] | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ [https://www.linkedin.com/company/theideafarm-co/] | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ [https://www.instagram.com/mebfabershow/] | ⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠ [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at ⁠⁠⁠⁠Feedback@TheMebFaberShow.com⁠ [Feedback@TheMebFaberShow.com] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

What Short-Term Fund Performance Tells Us About Future Returns - Daniel Sotiroff , Morningstar

Today's episode features Daniel Sotiroff reading ⁠⁠ [https://ninetyone.com/-/media/documents/insights/2025/91-the-unstoppable-dollar-meets-the-immovable-mr-trump-en.pdf]What Short-Term Fund Performance Tells Us About Future Returns [https://www.morningstar.com/funds/what-short-term-fund-performance-tells-us-about-future-returns]. Dan is a senior manager research analyst for Morningstar. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠The Idea Farm⁠⁠⁠ [https://theideafarm.com/] e-mail newsletter. ⁠⁠⁠Subscribe⁠⁠⁠ [https://theideafarm.com/] so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠X⁠⁠⁠ [https://twitter.com/MebFaber], ⁠⁠⁠LinkedIn⁠⁠⁠ [https://www.linkedin.com/in/mebanefaber/] and ⁠⁠⁠YouTube⁠⁠⁠ [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click here [https://biw.onpodcastai.com/episodes/gyhU2eWh771]. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠mailing list⁠⁠⁠ [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at ⁠⁠⁠cambriainvestments.com⁠⁠⁠ [http://www.cambriainvestments.com/] ----- Follow The Idea Farm: ⁠⁠⁠Twitter⁠⁠⁠ [https://twitter.com/TheIdeaFarm] | ⁠⁠⁠LinkedIn⁠⁠⁠ [https://www.linkedin.com/company/theideafarm-co/] | ⁠⁠⁠Instagram⁠⁠⁠ [https://www.instagram.com/mebfabershow/] | ⁠⁠⁠Tik Tok⁠⁠⁠ [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at ⁠⁠⁠Feedback@TheMebFaberShow.com⁠ [Feedback@TheMebFaberShow.com] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One

Today's episode features Sahil Mahtani reading ⁠The unstoppable dollar meets the immovable Mr Trump. [https://ninetyone.com/-/media/documents/insights/2025/91-the-unstoppable-dollar-meets-the-immovable-mr-trump-en.pdf] Sahil Mahtani is the Director of Ninety One’s Investment Institute. Based in London, he is responsible for macro, thematic and asset allocation research. ----- The Best Investment Writing features top research pieces shared via ⁠⁠The Idea Farm⁠⁠ [https://theideafarm.com/] e-mail newsletter. ⁠⁠Subscribe⁠⁠ [https://theideafarm.com/] so you get these sent to you each week. ----- Follow Meb on ⁠⁠X⁠⁠ [https://twitter.com/MebFaber], ⁠⁠LinkedIn⁠⁠ [https://www.linkedin.com/in/mebanefaber/] and ⁠⁠YouTube⁠⁠ [https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1] For detailed show notes, click ⁠⁠here⁠⁠ [https://biw.onpodcastai.com/episodes/SBa9Rp7UyhS] To learn more about our funds and follow us, subscribe to our ⁠⁠mailing list⁠⁠ [https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb] or visit us at ⁠⁠cambriainvestments.com⁠⁠ [http://www.cambriainvestments.com/] ----- Follow The Idea Farm: ⁠⁠Twitter⁠⁠ [https://twitter.com/TheIdeaFarm] | ⁠⁠LinkedIn⁠⁠ [https://www.linkedin.com/company/theideafarm-co/] | ⁠⁠Instagram⁠⁠ [https://www.instagram.com/mebfabershow/] | ⁠⁠Tik Tok⁠⁠ [https://www.tiktok.com/@mebfabershow] ----- Interested in sponsoring the show? Email us at ⁠⁠Feedback@TheMebFaberShow.com⁠ [Feedback@TheMebFaberShow.com] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]