Today's episode features Kai Wu reading Partisan Investing.   Kai Wu is the founder and Chief Investment Officer of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show...

Today's episode features Dr. Bryan Taylor reading 200 Years of Market Concentration.   Dr. Bryan Taylor is the President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information.  You can hear Dr. Taylor as a guest on The Meb Faber Show podcast in October 2024. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each...

Today's episode features Owen Lamont reading Don’t Blame Indexing for Your Problems. Owen Lamont is a Portfolio Manager at Acadian Asset Management. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at...

Today's episode features Brian Chingono reading The Dispersion Delusion. Brian Chingono is the Director of Quantitative Research and a Europe Portfolio Manager at Verdad. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or...

Today's episode features Steve Hou reading Pricing Power Everywhere.  Steve Hou is a Quantitative Researcher at Bloomberg LP Index Research team, where he is responsible for systematic equity and multi asset strategy research. He was previously a quantitative researcher at AQR Capital Management. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn...

Today's episode features Que Nguyen reading Learn from Last Tech Bubble to Embrace GenAI Mania.  Que Nguyen is a Partner and Chief Investment Officer of Equity Strategies. She leads the cross-sectional equity research and strategy design that supports the firm's systematic active portfolios and smart beta indices.   You can hear Que as a guest on The Meb Faber Show podcast in October 2023. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail...

Today's episode features Jason Buck reading Herschel Walker Syndrome. Jason Buck is the Chief Investment Officer of Mutiny Funds. He oversees the investment strategy and manager selection. You can hear Jason as a guest on The Meb Faber Show podcast in September 2022 and May 2024. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For...

Today's episode features Michael Mauboussin reading Everything Is a DCF Model.  Michael Mauboussin is Head of Consilient Research of Counterpoint Global at Morgan Stanley Investment Management. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to...

Today's episode features Guido Baltussen, Bart P. Van Vliet, and Pim Van Vliet reading The Cross-Section of Stock Returns before 1926 (and beyond).  Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s Quantitative Equities department. Bart P. Van Vliet is a Client Portfolio Manager at Robeco. Guido Baltussen is the Head of Quantitative Strategies for Northern Trust Asset Management. At the time of this recording, he served as Head of Robeco’s Factor Investing strategies and...

Today's episode features Ehren Stanhope reading The Great Inflation, Factors, and Stock Returns.  Ehren Stanhope is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key clients throughout the United States. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe...

Today's episode features Tim Alcorn reading Lessons from Bessembinder. Tim Alcorn is the Head of Investment Risk for Baillie Gifford. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at...

Today's episode features Lawrence Kissko and Graham Robertson reading Trend-Following in Inflationary Environments.  Graham Robertson is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for client communication across Man AHL’s range of quantitative strategies. Lawrence Kissko is the Head of Sales and Strategy at One River Asset Management. At the time of this recording, he was a Client...

Today's episode features Joachim Klement reading Stocks in the long run… are still risky. Joachim Klement, CFA, is an investment strategist based in London. He is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management. ----- The Best Investment Writing...

Today's episode features Andrew Patterson reading The Idea Multiplier: An acceleration in innovation is coming.   Andrew Patterson, CFA is an investment analyst in Vanguard Investment Strategy Group. He has co authored research on topics including the global economy, fixed income, and equity investing. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter,...

Today's episode features Dan Rasmussen reading Crisis Investing: How To Maximize Return During Market Panics.   Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. You can hear Dan as a guest on The Meb Faber Show podcast in January 2018 and March 2021.  ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these...

Today's episode features Campbell Harvey and Michele Mazzoleni reading Breaking Bad Trends. Campbell Harvey the is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts. He is also a Partner and Senior Advisor to Research Affiliates, LLC.  Michele Mazzoleni is the Director of Asset Allocation and Strategy for STRS Ohio. At the time of this recording, he was a partner and member...

Today's episode features Ben Johnson reading When Markets Are Tough, Don’t Look.   Ben Johnson is the director of global exchange-traded fund research for Morningstar. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit...

Today's episode features Aswath Damodaran reading The Perils of Investing Idol Worship: The Kraft Heinz Lessons!   Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. You can hear Aswath as a guest on The Meb Faber Show podcast in May 2019.  ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each...

Today's episode features Laurence Siegel reading Debunking Nine and a Half Myths of Investing.   Laurence Siegel is the Gary P. Brinson, director of research at the CFA Institute Research Foundation, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow...

Today's episode features Bob Seawright reading Dear Future Me.   Bob Seawright is the Chief Investment & Information Officer of Madison Avenue Securities, LLC, an investment advisory firm and broker-dealer headquartered in San Diego, California. He is author of the blog, Above the Market. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and...

Today's episode features Larry Swedroe reading Investment Strategy in an Uncertain World.   ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea...

Today's episode features Ehren Stanhope reading Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative.  Ehren Stanhope is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key clients throughout the United States. ----- The Best Investment Writing features top research pieces shared via The Idea...

Today's episode features Wes Gray reading Factor Investing is More Art, and Less Science.  Wes Gray is the CEO/CIO of Alpha Architect. Wes was a Captain in the U.S. Marine Corps, holds a PhD, and was a finance professor at Drexel University. He has also published four books, multiple academic articles, and is a normal contributor to the Wall Street Journal, Forbes, and the CFA Institute. You can hear Wes as a guest on The Meb Faber Show podcast in February 2024, April 2023, and September...

Welcome ​to ​The ​Best ​Investment ​Writing, ​the ​podcast ​where ​premier ​investors ​share ​their ​research. ​It's ​like ​a ​master's ​degree ​in ​investing ​voiced ​by ​some ​of ​the ​world's ​top ​investors. ​Tune ​in ​to ​the ​Best ​Investment ​Writing ​to ​hear ​research ​pieces ​that ​are ​as ​timely ​as ​they ​are ​timeless. ​Whether ​you're ​a ​seasoned ​investor ​or ​just ​starting ​out, ​this ​podcast ​offers ​invaluable ​insights ​to ​help ​you ​navigate ​the ​complex ​world ​of ​...