This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world.
Contributors:
(2:36) - Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
(31:17) - Jack Vogel, Alpha Architect – Value Investing: An Examination of the 1,000 Largest Firms
(45:09) - Brian Barish, Cambiar Investors – The Virus Plaguing Value
(1:03:55) - Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming
(1:29:25) - Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited
(1:43:26) - Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes
(2:02:09) - Sean Duffin, Cambridge Associates – Benefits of Global Diversification
(2:18:50) - Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
(2:29:35) - John Pease, GMO – Value: If Not Now, When?
(2:48:03) - David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
(3:00:06) - Vineer Bhansali, LongTail Alpha – Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
(3:09:50) - Laurence Siegel, CFA Institute Research Foundation – Debunking Nine and a Half Myths of Investing
(3:37:35) - Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
Click here to listen to Volume 4
Click here to listen to Volume 3
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