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Echoes of 1999

Echoes of 1999

Plus: Big Tech's buybacks are disappearing

The Idea Farm
Betting Against America

Betting Against America

+ Seth Klarman, Michael Mauboussin, Henry Kravis, Niall Ferguson & More

The Idea Farm
40% Off Overseas

40% Off Overseas

+ Henry McVey, Jim Grant, Tyler Cowen, Bain on PE, Goldman Sachs & More

The Idea Farm
The IPO Trap

The IPO Trap

+ Charley Ellis, ChatIPO, Rob Arnott, GMO, Citadel, Man & More

The Idea Farm
A CAPE of 39

A CAPE of 39

+ Gavin Baker, Building BlackStone, Chris Hohn, AllianceBernstein & More

The Idea Farm
AI's Civil War

AI's Civil War

+ Citadel, Goldman Sachs, Apollo, Mauboussin, Dalio & More

The Idea Farm
28 Stocks Are Carrying the Market

28 Stocks Are Carrying the Market

+ Citadel, Goldman Sachs, PIMCO, Deutsche Bank & More

The Idea Farm
Seoul Searching

Seoul Searching

+ 100 Baggers, Philipp Carlsson-Szlezak, Henry McVey, Freakonomics & More

The Idea Farm
Credit Markets: Not Crisis, But Not Calm

Credit Markets: Not Crisis, But Not Calm

+ Ben Sasse, Paul Tudor Jones, Michael Milken, Owen Lamont, Marc Seidner & More

The Idea Farm
Tariffs Bite Twice

Tariffs Bite Twice

+ Michael Mauboussin, Jeffrey Sherman, Kate Moore, David Booth & More

The Idea Farm
Fears, Flows & Fundamentals

Fears, Flows & Fundamentals

+ Cliff Asness, Bill Gurley, Pensions, Will Guidara & More

The Idea Farm
Semi-Liquid Isn't Liquid

Semi-Liquid Isn't Liquid

+ Satoshi, Boaz Weinstein, Rick Reider, Henry McVey & More

The Idea Farm