The Best Investment Writing

The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One Aug 26, 2025

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.

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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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When the Market Outgrows the Index – David Vick, TCW Aug 12, 2025

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.

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Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis) Aug 05, 2025

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

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Suzanne Gibbons, Davidson Kempner – Europe: Opportunity in Fragmentation Jul 23, 2025

Today's episode features Suzanne Gibbons reading Europe: Opportunity in Fragmentation.

Suzanne Gibbons is a Partner and Head of Research at Davidson Kempner.

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Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas May 20, 2025

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.

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Henry Neville, Man Group - The Road Ahead: Against Apathy Dec 17, 2024

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.

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Kai Wu, Sparkline Capital – Partisan Investing Oct 31, 2024

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

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

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

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

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

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

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

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

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.

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

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.

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Lawrence Kissko and Graham Robertson, Man AHL – Trend-Following in Inflationary Environments Aug 10, 2024

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 Portfolio Manager for Man AHL.

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Tim Alcorn, Baillie Gifford – Lessons from Bessembinder Aug 10, 2024

Today's episode features Tim Alcorn reading Lessons from Bessembinder.

Tim Alcorn is the Head of Investment Risk for Baillie Gifford.

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Joachim Klement – Stocks in the long run… are still risky Aug 10, 2024

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.

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Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics Aug 10, 2024

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.

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Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming Aug 10, 2024

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.

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Campbell Harvey & Michele Mazzoleni, Research Affiliates – Breaking Bad Trends Aug 10, 2024

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 .

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Laurence Siegel – Debunking Nine and a Half Myths of Investing Aug 10, 2024

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.

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Ben Johnson, Morningstar – When Markets Are Tough, Don’t Look Aug 10, 2024

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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Aswath Damodaran, NYU – The Perils of Investing Idol Worship: The Kraft Heinz Lessons! Aug 10, 2024

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.

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Bob Seawright, Madison Avenue Securities – Dear Future Me Aug 09, 2024

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.

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Larry Swedroe – Investment Strategy in an Uncertain World Aug 09, 2024

Today's episode features Larry Swedroe reading Investment Strategy in an Uncertain World.

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Ehren Stanhope, O’Shaughnessy Asset Management – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative Aug 09, 2024

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.

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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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Wes Gray, Alpha Architect – Factor Investing is More Art, and Less Science Aug 09, 2024

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 2021.

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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

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Welcome to The Best Investment Writing Jul 29, 2024

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 investing.

Subscribe so you don't miss an episode on Apple or Spotify

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