The Best Investment Writing

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.-----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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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.-----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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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.-----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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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.-----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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Mauboussin, Head of Consilient Research at Counterpoint Global, dives into the pivotal role of discounted cash flow (DCF) models in valuing assets. He emphasizes prioritizing the present value of cash distributions over market speculation. The discussion highlights the complexities of DCF, its application across asset classes like bonds and real estate, and the implications for both public and private investments. Mauboussin also addresses the interplay between DCF and real options, offering valuable insights for discerning investors.

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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Alcorn, Head of Investment Risk for Baillie Gifford, discusses insightful lessons from Professor Hendrik Bessembinder's research. He emphasizes how a small number of companies account for most long-term gains, urging investors to focus on nurturing successful investments. Alcorn highlights key strategies that separate top performers like Apple and Amazon from the rest, including R&D and understanding market dynamics. He also stresses the necessity of building connections with company leaders to better assess potential for success and manage investment risks.

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.-----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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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.-----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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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.----- 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, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or 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 Learn more about your ad choices. Visit megaphone.fm/adchoices