Housing Headwinds

+ Hendrik Bessembinder, Rajiv Jain, Owen Lamont, Carlyle & More

Alts & AI

Rick Rieder, Michael Cembalest, David Kostin, Richard Bernstein, Jeff Currie, Greg Jensen & More

Investors Pick Their Favorite Reads

Our inaugural list of book recommendations

Big Bubbles

+ Greg Jensen, Mohamed El Erian, Hetty Green, Charlie Munger, Andrew Slimmon

50 Facts from 2H 2025

Gold Bugs & Bears

+ Jeffrey Gundlach, Doomberg, Buffett, Henry McVey, Benedict Evans & More

Outlook Season

+ Goldman Sachs' 2026 Outlook, Cliff Asness, Sir Chris Hohn, Aswath Damodaran & More

Biotech Bounceback

+ Richard Bernstein, Michael Cembalest, Michael Mauboussin, Craigslist & More

Agony & Ecstasy

+ Bridgewater, Robeco, Louis-Vincent Gave, Owen Lamont, NEPC, Vanguard & More

We rebuilt The Idea Farm

come take a look

Not in a bubble... yet

+ Tobi Lütke, Dan Morehead, Kai Wu, Bridgewater, Coatue, Goldman Sachs & More

Gold Rush 2.0

+ Campbell Harvey, Ray Dalio, Bill Ackman, Jason Zweig, Ben Inker & More