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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
Dispersion, Disruption, and the Dollar

Dispersion, Disruption, and the Dollar

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

The Idea Farm
Mom's 401(k)

Mom's 401(k)

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

The Idea Farm
Value Awakens (Again)

Value Awakens (Again)

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

The Idea Farm
Energy Battles & AI Bubbles

Energy Battles & AI Bubbles

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

The Idea Farm
Capital is Being Redistributed

Capital is Being Redistributed

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

The Idea Farm
Beneficiaries of the Boom

Beneficiaries of the Boom

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

The Idea Farm