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Not in a bubble... yet

Not in a bubble... yet

+ Tobi Lütke, Dan Morehead, Kai Wu, Bridgewater, Coatue, Goldman Sachs & More

The Idea Farm
Gold Rush 2.0

Gold Rush 2.0

+ Campbell Harvey, Ray Dalio, Bill Ackman, Jason Zweig, Ben Inker & More

The Idea Farm
The $250 Trillion Portfolio

The $250 Trillion Portfolio

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

The Idea Farm
3 T's: Tariffs, Technology, and Transition

3 T's: Tariffs, Technology, and Transition

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

The Idea Farm
Housel on Happiness

Housel on Happiness

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

The Idea Farm
Bye MAGA. Hi MEGA

Bye MAGA. Hi MEGA

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

The Idea Farm
Themes & Memes

Themes & Memes

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

The Idea Farm
'A Historic Dislocation'

'A Historic Dislocation'

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

The Idea Farm
Global Opportunities

Global Opportunities

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

The Idea Farm
American Unexceptionalism

American Unexceptionalism

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

The Idea Farm
Bonds Baby!

Bonds Baby!

+ Man Group, Jeff Currie, Unreasonable Hospitality, US Debt & More

The Idea Farm
A Golden Opportunity

A Golden Opportunity

+ Boaz Weinstein, Antti Ilmanen (x2), Ray Dalio, Kate Moore, Jonathan Clements & More

The Idea Farm