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Retail Frenzy Meets Market Peaks

Retail Frenzy Meets Market Peaks

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

The Idea Farm
Financial Repression Returns

Financial Repression Returns

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

The Idea Farm
Divergence, Downside & The Dollar

Divergence, Downside & The Dollar

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

The Idea Farm
Risk-On Reloaded

Risk-On Reloaded

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

The Idea Farm
Short-Termism 👉 Mispricings

Short-Termism 👉 Mispricings

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

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A Broadening Bull

A Broadening Bull

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

The Idea Farm
The King (Gold) Stays the King

The King (Gold) Stays the King

+ Seth Klarman, Andrej Karpathy, Logan Mohtashami, Luke Gromen & More

The Idea Farm
Housing Headwinds

Housing Headwinds

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

The Idea Farm
Alts & AI

Alts & AI

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

The Idea Farm
Big Bubbles

Big Bubbles

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

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Gold Bugs & Bears

Gold Bugs & Bears

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

The Idea Farm
Outlook Season

Outlook Season

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

The Idea Farm