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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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.
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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.
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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
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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Steve Hou, Bloomberg – Pricing Power Everywhere
Episode 4
Tuesday, August 20, 2024 • Duration 25:33
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.
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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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
Episode 11
Saturday, August 10, 2024 • Duration 11:50
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 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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming
Episode 10
Saturday, August 10, 2024 • Duration 27:22
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, 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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Campbell Harvey & Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
Episode 9
Saturday, August 10, 2024 • Duration 30:37
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 of the Multi-Asset Strategies team for Research Affiliates.
You can hear Professor Harvey as a guest on The Meb Faber Show podcast in August 2019 and August 2022 .
-----
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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Ben Johnson, Morningstar – When Markets Are Tough, Don’t Look
Episode 6
Saturday, August 10, 2024 • Duration 10:16
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.
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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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Aswath Damodaran, NYU – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!
Episode 7
Saturday, August 10, 2024 • Duration 15:58
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 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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Laurence Siegel – Debunking Nine and a Half Myths of Investing
Episode 8
Saturday, August 10, 2024 • Duration 29:39
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 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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Bob Seawright, Madison Avenue Securities – Dear Future Me
Episode 5
Friday, August 9, 2024 • Duration 11:18
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 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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Larry Swedroe – Investment Strategy in an Uncertain World
Episode 4
Friday, August 9, 2024 • Duration 29:52
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 Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.
Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
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