The Best Investment Writing

Oct 31 2024 24 ep. 21 mins 51
The Best Investment Writing Podcast artwork

The Best Investment Writing podcast is like a masters degree in investing, voiced by some of the world’s best investors. Whether you're a seasoned investor or just starting out, our podcast offers invaluable insights to help you navigate the complex world of finance. Tune in to hear research pieces that are as timely as they are timeless. Your journey to smarter investing starts here.

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Kai Wu, Sparkline Capital – Partisan Investing

Oct 31 2024 28 mins  
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. Subs

Dr. Bryan Taylor, Global Financial Data – 200 Years of Market Concentration

Oct 28 2024 23 mins  
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

Owen Lamont, Acadian – Don’t Blame Indexing for Your Problems

Sep 10 2024 21 mins  
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,

Brian Chingono, Verdad – The Dispersion Delusion

Aug 27 2024 21 mins  
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

Steve Hou, Bloomberg – Pricing Power Everywhere

Aug 20 2024 26 mins  
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 F

Que Nguyen, Research Affiliates – Learn from Last Tech Bubble to Embrace GenAI Mania

Aug 15 2024 24 mins  
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 Octo

Jason Buck, Mutiny Funds – Herschel Walker Syndrome

Aug 13 2024 9 mins  
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 newsle

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond)

Aug 09 2024 33 mins  
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 T

Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model

Aug 09 2024 29 mins  
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, Li

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns

Aug 09 2024 24 mins  
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.