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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

The Idea Farm
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
Biotech Bounceback

Biotech Bounceback

+ Richard Bernstein, Michael Cembalest, Michael Mauboussin, Craigslist & More

The Idea Farm
Agony & Ecstasy

Agony & Ecstasy

+ Bridgewater, Robeco, Louis-Vincent Gave, Owen Lamont, NEPC, Vanguard & More

The Idea Farm
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