The Best Investment Writing

Today's episode features Chris Brightman reading Financialization: How Deficits Inflate Profits and Equity Valuations. Chris is a Partner, Senior Advisor and board member of Research Affiliates. ----- 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 ⁠⁠⁠⁠⁠X⁠⁠...

Today's episode features Anton Wintner reading Biotech Investing: Investment Approaches that Work in a Challenging Industry. Anton is a Senior Clinical Research Advisor for Verdad. Greg Obenshain and Daniel Rasmussen also wrote the paper. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠⁠ e-mail newsletter. ⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ so you get these sent to...

Today's episode features Abe Othman reading The Truth About Check Sizing: Lessons from 15,000 Seed Deals⁠. Abe is a Consulting Researcher for AngelList. ----- 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 ⁠⁠⁠⁠X⁠⁠⁠⁠, ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ and ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ For de...

Today's episode features Daniel Sotiroff reading ⁠⁠What Short-Term Fund Performance Tells Us About Future Returns. Dan is a senior manager research analyst 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 ⁠⁠⁠X⁠⁠⁠, ⁠⁠⁠LinkedIn⁠⁠⁠ and ⁠⁠⁠YouTube...

Today's episode features Sahil Mahtani reading ⁠The unstoppable dollar meets the immovable Mr Trump. Sahil Mahtani is the Director of Ninety One’s Investment Institute. Based in London, he is responsible for macro, thematic and asset allocation research. ----- The Best Investment Writing features top research pieces shared via ⁠⁠The Idea Farm⁠⁠ e-mail newsletter. ⁠⁠Subscribe⁠⁠ so you get these sen...

Today's episode features David Vick reading When the Market Outgrows the Index. David Vick is the Head of Fixed Income Portfolio Specialists covering Multi-Sector strategies in the Fixed Income group for TCW. ----- 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 ⁠X⁠, ⁠Link...

Today's episode features Ricardo Marto reading What’s Driving the Surge in U.S. Corporate Profits? Ricardo Marto is a Research Economist at the Federal Reserve Bank of St. Louis ----- 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 X, LinkedIn and YouTube For detailed show not...

Today's episode features Suzanne Gibbons reading Europe: Opportunity in Fragmentation. Suzanne Gibbons is a Partner and Head of Research at Davidson Kempner. ----- 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 X, LinkedIn and YouTube For detailed show notes, click here To le...

Today's episode features Rob Campbell reading Dead Reckoning: Investing Lessons from the High Seas.  Rob Campbell is an institutional portfolio manager at Mawer Investment Management Ltd. ----- 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 X, LinkedIn and YouTube For detaile...

Today's episode features Henry Neville reading The Road Ahead Against Apathy. Henry Neville is a multi-asset portfolio manager at Man Group, a technology-empowered active investment management focused on delivering performance and client solutions. ----- 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 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...

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...

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...

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 note...

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 newslet...

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. ----- T...

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...

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...

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...

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 Investm...

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...

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 Sale...

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 a...

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 n...

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 featu...