The Idea Farm

The Idea Farm
Topics
Weekly Emails

Apr 05, 2026

Dispersion, Disruption, and the Dollar

+ PIMCO, Goldman Sachs, Gundlach, KKR, Apollo & More

The Idea Farm

Mar 29, 2026

Mom's 401(k)

+ Whitney Baker, Paul Donovan, Hendrik Bessembinder, Peter Oppenheimer & More

The Idea Farm

Mar 22, 2026

Value Awakens (Again)

+ Scott Bessent, Jeff Currie, Mike Wilson, Reed Hastings, Owen Lamont & More

The Idea Farm

Mar 08, 2026

Energy Battles & AI Bubbles

+ Stanley Druckenmiller, Michael Cembalest, Aswath Damodaran, Pension Funding & More

The Idea Farm

Mar 01, 2026

Capital is Being Redistributed

+ Scott Rubner, Matthew Ball, Raj Chetty, U.S. Wine, Aswath Damodaran & More

The Idea Farm

Feb 22, 2026

Beneficiaries of the Boom

+ Daniel Yergin, Adam Posen, Rubio, VC & More

The Idea Farm

Feb 15, 2026

Retail Frenzy Meets Market Peaks

+ Carlyle, Citadel, Goldman Sachs, Man Group, Pet Spending & More

The Idea Farm

Feb 01, 2026

Financial Repression Returns

+ Russell Napier, Greg Jensen, Rick Rule, Michael Mauboussin & More

The Idea Farm

Jan 25, 2026

Divergence, Downside & The Dollar

+ PIMCO, Goldman Sachs, Carlyle, Citadel, AllianceBernstein & More

The Idea Farm

Jan 18, 2026

Risk-On Reloaded

+ William Bernstein, Annie Duke, Marc Faber, GMO, Daniel Yergin & More

The Idea Farm

Jan 11, 2026

Short-Termism 👉 Mispricings

+ Ray Dalio, Citadel, Scott Goodwin, Scott Belsky, Dan Wang & More

The Idea Farm

Jan 04, 2026

A Broadening Bull

+ Scott Bessent, Ricky Sandler, Peter Oppenheimer, Louis-Vincent Gave & More

The Idea Farm

Weekly Emails

Dispersion, Disruption, and the Dollar

Mom's 401(k)

Value Awakens (Again)

Energy Battles & AI Bubbles

Capital is Being Redistributed

Beneficiaries of the Boom

Retail Frenzy Meets Market Peaks

Financial Repression Returns

Divergence, Downside & The Dollar

Risk-On Reloaded

Short-Termism 👉 Mispricings

A Broadening Bull