THE IDEA FARM

Corporate Profits 🚀

+ Rick Rieder, Graham Weaver, Aaron Levie, Vinod Khosla, Global Wealth & More

The International Rebalance

+ Jim Chanos, Cliff Asness, Jason Zweig, RBA, Goldman Sachs & More

50 Facts from 1H 2025

Investing, Trade, Media, Sports, Personal Finance & More

50 Facts From 1H 2025

Deficit & Demographic Disasters

+ Cam Harvey, Ray Dalio, Kenneth Rogoff, Dan Ivascyn & More

2Q25 Global Valuations

Mid-Year Outlooks

+ Louis-Vincent Gave, Man, Apollo, Vincent Deluard, Goldman Sachs & More

The Fragmentation Era

+ Jeff Currie, Invest America, Marc Andreessen, Erik Prince, Coatue, AQR & More

The Passive Party Hangover

+ Sir Chris Hohn, Paul Tudor Jones, Thomas Reiner, Morgan Stanley, TCW, & More

European Renewal

+ Rob Citrone, Michael Cembalest, Dan Rasmussen, Goldman Sachs, AQR & More

The Mid 7

+ Niel Howe, Cliff Asness, Steve Cohen, Schroders, Apollo & More

Buffer BS

+ Cliff Asness, Carson Block, Morgan Housel, Jason Zweig, Mohnish Pabrai, Apollo & More