The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

1

Introduction

00:00 • 4min

2

How to Automatically Change the Speed of a Time Series Momentum Signal

03:37 • 4min

3

The Impact of Trend Brakes on Trend Performance

07:19 • 2min

4

Turning Points Reflect Different Information Not Transmitted by Return Volatility

09:18 • 2min

5

A Dynamic Approach to Multi Aset Trend Following Portfolios

11:47 • 4min

6

A Simple Time Severe Momentom Strategy

15:48 • 5min

7

The Negative Relationship Between Turning Points and Trend Following Performance

20:33 • 3min

8

The Dynamic Trend Following Methodology of Garkitoll Two Thousand 19

23:04 • 5min

9

The Performance of a Multi Acid Traporfolio and a Staric Trap Strategy

28:03 • 3min

10

Value Investing and Examination of the One Thousand Largest Firms

31:17 • 2min

11

Value Investing Is Dead

33:40 • 6min

12

The Value Growth Differential Is Not Negligible

39:13 • 2min

13

Value Investing - What Happened in 20 20?

41:08 • 4min

14

The History of Basket Ball

45:27 • 3min

15

The Philosophy Behind Value Investing

48:05 • 2min

16

Is Value Investing Stopping Working?

50:21 • 4min

17

Why Are Value Stocks Not Fading?

54:32 • 4min

18

The Key Concepts of Value in the Digital Age

58:14 • 2min

19

Inter Operatability - The New School Business Concept

01:00:21 • 2min

20

The Fade Rate for Business Returns on Capital Has Changed

01:01:58 • 2min

21

Vanguard's Megatrend Series

01:03:57 • 2min

22

Productivity, a Paradox for the Ages

01:05:49 • 2min

23

Productivity and the Information Age

01:08:09 • 5min

24

Innovation Is the Building Block of Innovation

01:13:13 • 3min

25

The Idea Multiplier and Industry Productivity

01:15:48 • 3min

26

The Idea Multiplier and Productivity Growth

01:19:00 • 5min

27

How to Calculate the Idea of Diffusion Index

01:23:52 • 2min

28

Global Share of Ideas Drives Productivity Growth

01:25:42 • 4min

29

Passive Aggressive Investing in Bonds to Day Turns Prudence on Its Head

01:29:24 • 1min

30

Fixedincum Bond Management - The Bums Problem

01:30:53 • 5min

31

Corporate Financing Behavior Driving Up Duration

01:36:11 • 3min

32

Fixed Income Markets - What Can Fixed Income Investors Do?

01:38:44 • 5min

33

A Quick Survey of Broken Asset Class Returns Introduction

01:43:26 • 2min

34

Is Value Investing Dead?

01:45:15 • 4min

35

Breaked Asset Classes in the Capital Markets

01:49:37 • 5min

36

Assa Class Breakdowns - What's Next?

01:54:25 • 5min

37

The Importance of Preparing Clients for Assa Class Deaths

01:59:16 • 4min

38

The Benefits of Global Equity Diversification

02:03:04 • 2min

39

Global Equity Diversification - A Great Strategy for Investors

02:04:47 • 6min

40

Japan and the Risks of Home Bias

02:10:49 • 2min

41

The US Dollar and the Global Equity Landscape

02:12:46 • 6min

42

How Revenue Growth and Distributions Drive Equity Returns

02:18:48 • 4min

43

Value Creators and Value Destroyer Quadrants

02:22:21 • 6min

44

Growth Multiples and Value Multiples - The Best Path to Making Returns

02:28:18 • 2min

45

The Year Is 20 20. We Are Value Investors

02:30:23 • 6min

46

Value Is Very Cheap in Relative Space

02:36:20 • 5min

47

What Will Drive Mean Reversion for Value?

02:41:20 • 2min

48

Taking the Leap Into Value

02:43:12 • 5min

49

Long Short Factor Portfolios - The Long and Short Legs

02:48:41 • 3min

50

Long and Short Dimensions of Factor Premiums

02:51:44 • 6min

51

The Long and Short Legs of Low Risk and Value Strategies

02:57:22 • 3min

52

Diversifying Diversification, Managing Risk, With a Portfolio of Insurance

03:00:06 • 2min

53

Diversifying Diversification Strategies

03:01:41 • 1min

54

Insurane Security - The Risk Mitigation Strategy

03:03:11 • 2min

55

The Trend Following Aspect of Options Trading

03:04:50 • 2min

56

The Reliability of Put Options in the 500 Index

03:06:50 • 2min

57

How Did I Become a Myth Buster?

03:08:37 • 5min

58

Beware of the Ninja

03:13:37 • 6min

59

Investing in China Is a Good Idea

03:19:20 • 4min

60

Myth Number Six, Central Bankers Can Get Us Out of Any Scrape

03:23:06 • 5min

61

Liquidity Matters

03:27:59 • 4min

62

Myth Number Nine, We Will Be in a Low Return Environment in the Near Future

03:31:50 • 6min

63

Crisis Investing - What if the Market Turns?

03:37:39 • 2min

64

During Crisis Periods, Investors and Lenders Panic

03:39:14 • 5min

65

Taking Advantage of the Next Crisis Through Private Equity and Distress Debt Allocations

03:44:12 • 3min

66

Distressed Investing Under Performd Multi Factor Model

03:46:43 • 3min