Navigating the Shifting Landscape of Market Intelligence

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The chapter explores the challenges of discontinuing a micro cap newsletter, discussing the impact of evolving market intelligence platforms like Substack. Speculations on the future of journalism, alternative monetization models, and competition in newsletter platforms are considered. Additionally, the conversation delves into the evolving technologies of big data, artificial intelligence, and machine learning in the investment realm.

Eddy Elfenbein is an OG finance blogger, ETF manager, and FinTwit legend, with over 25 years of experience working in and around Wall Street.

Eddy joins the show to discuss the story behind his longtime blog - Crossing Wall Street (CWS), the origins of his famous Buy List, his ETF journey, his philosophy as an investor, and much more!

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Show Notes:

Origins of a Wall Street Blogger
Bypassing the Gatekeepers
Eddy’s Buy List
Many Paths to Stock Market Success
The Last Sustainable Edge in Public Markets
The Great Truths of Investing
Stocks Don’t Know You Own Them
The Market and the Casino
Debating Academic Finance
Major League Buy List
Down with Perma-Bears
Unpacking ETFs
The Next Avatar of Market Intelligence
The Moat of the Stock Picker
MORE!

Books Mentioned:

What Works on Wall Street; by Jim O’Shaughnessy
THE MISBEHAVIOR OF MARKETS: A Fractal View of Financial Turbulence; by Benoit Mandelbrot and Richard L Hudson
Stocks for the Long Run; by Jeremy Siegel
The Myth of 1926: How Much Do We Know About Long-Term Returns on U.S. Stocks?; by Edward F. McQuarrie
Fama and French Three Factor Model Definition: Formula and Interpretation (Investopedia)