+ Kahneman, Bessent, Lutnick, Apple, Retirement & More
| "Mistakes fade away; winners can forever blossom." | | | | — Warren Buffett |
|
| Research | | Jeremy Grantham does a deep dive on the interaction of toxicity with global demographics, which he says is the most complicated issue he's ever written about. He expands on the economic implications and highlights the need for an investment strategy built on resilience to handle the recurrent shocks to GDP that will ensue. | | | | J.P. Morgan's updated guide covers trends on the retirement landscape, saving, spending, investing and more. |  | Source: J.P. Morgan Asset Management. As of March 2025. |
| | | This paper revisits the results from the 2005 paper titled, Does Trend Following Work on Stocks? The answer: yes. |  | As of January 6, 2025 |
| | Bonus Content | The downside risks to the S&P 500 as a result of foreigners selling are potentially significant. Link | John Gruber explains why the delayed announcement of a new Siri could mark a key moment in Apple's history. Link | Are companies really staying private for longer? No. Link | Shortly before Daniel Kahneman died last March, he emailed friends a message: He was choosing to end his own life in Switzerland. Link | | | | | Global Asset Allocation | The Cambria Global Asset Allocation ETF utilizes a quantitative approach to manage a diversified portfolio of global asset classes. GAA is an unconstrained, go-anywhere global strategy that targets an allocation of: | 45% global stocks 45% global bonds 10% to other asset classes such as commodities, currencies, real estate and alternative strategies
| | Learn how to incorporate GAA into your portfolio. | Distributed by ALPS Distributors, Inc. Investing involves risk, including possible loss of capital. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money. |
| |
| | |
| Podcasts | | | | |  | 3/19/2025 - 73 minutes |
|
| | U.S. Treasury Secretary Scott Bessent covers his time as a macro investor and then walks through the Trump Administration's economic strategy. | | Apple | Spotify | YouTube |
|
|
| |
| | |
| | | | |  | 3/20/2025 - 105 minutes |
|
| | Commerce Secretary Howard Lutnick walks through his road from business to politics, DOGE, tariffs, global trade, the strategy for a sovereign wealth fund, and more. | Apple | Spotify | YouTube |
|
|
| |
| | |
| | | | |  | 3/18/2025 - 70 minutes |
|
| | Gundlach covers the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. He also on national debt, portfolio diversification and valuations. | Apple | Spotify | YouTube |
|
|
| |
| | |
| What Else Is Happening | | Read by C.E.O.'s & Execs | What do CEOs and West Wing staffers have in common? They all read Puck, the platform for smart and engaging journalism—a trusted source for executives and insiders. | Start Your 14-Day Free Trial |
|
| | | | Copyright © 2025 The Idea Farm, L.P. All Rights Reserved. | The information contained in this communication is of a general nature for informational purposes only, and does not constitute financial, investment, tax or legal advice. The information contained within this communication reflects the opinions of those referenced herein, and do not reflect the opinions of The Idea Farm, L.P. and its affiliates. Such opinions expressed herein are as of the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data is presented that is prepared by third parties, such information will be cited, and these sources have been deemed to be reliable. Any links to third party websites are offered only for use at your own discretion. The Idea Farm L.P., and its affiliates, are separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this communication will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results. | Update your email preferences or unsubscribe here © 2025 The Idea Farm 3300 Highland Avenue
Manhattan Beach, California 90266, United States of America | | Terms of Service |
|
|
|
|
|
