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

The $250 Trillion Portfolio

+ Jared Kushner, Jeffrey Gundlach, Peter Lynch, Aswath Damodaran & More

3 T's: Tariffs, Technology, and Transition

+ Ben Horowitz, Rick Rieder, Morningstar, KKR, Capital Group, Meketa & More

3Q25 Global Valuations

Housel on Happiness

+ Cliff Asness, Steve Romick, Gold & BTC, Michael Cembalest, Antti Ilmanen & More

Bye MAGA. Hi MEGA

+ Keith McCullough, Beretta, Nuclear, Goldman Sachs, Meketa & More

Themes & Memes

+ Seth Klarman, Goldman Sachs, Man Group, Richard Ennis & More

'A Historic Dislocation'

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

Global Opportunities

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

American Unexceptionalism

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