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    Business

    The Best Investment Writing

    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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    Latest Episodes:
    Kai Wu, Sparkline Capital – Partisan Investing Oct 31, 2024
    Show notes

    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.

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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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Dr. Bryan Taylor, Global Financial Data – 200 Years of Market Concentration Oct 28, 2024
    Show notes

    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.

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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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Owen Lamont, Acadian – Don’t Blame Indexing for Your Problems Sep 10, 2024
    Show notes

    Today's episode features Owen Lamont reading Don’t Blame Indexing for Your Problems.


    Owen Lamont is a Portfolio Manager at Acadian Asset 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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Brian Chingono, Verdad – The Dispersion Delusion Aug 27, 2024
    Show notes

    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.

    -----

    Follow Meb on Twitter, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Steve Hou, Bloomberg – Pricing Power Everywhere Aug 20, 2024
    Show notes

    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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Que Nguyen, Research Affiliates – Learn from Last Tech Bubble to Embrace GenAI Mania Aug 15, 2024
    Show notes

    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.

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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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Jason Buck, Mutiny Funds – Herschel Walker Syndrome Aug 13, 2024
    Show notes

    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.

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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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) Aug 10, 2024
    Show notes

    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 Co-head of the Quant Fixed Income team.


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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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model Aug 10, 2024
    Show notes

    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, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns Aug 10, 2024
    Show notes

    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 so you get these sent to you each week.

    -----

    Follow Meb on Twitter, LinkedInandYouTube

    For detailed show notes, click here

    To learn more about our funds and follow us, subscribe to our mailing listor 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

    Previous 1 2 3 4 Next

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