The Best Investment Writing

The Idea Farm
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Aug 10, 2024 • 12min

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

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. -----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
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Aug 10, 2024 • 31min

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

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 .-----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
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Aug 10, 2024 • 16min

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

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. -----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
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Aug 10, 2024 • 30min

Laurence Siegel – Debunking Nine and a Half Myths of Investing

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.-----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
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Aug 10, 2024 • 10min

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

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.-----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
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Aug 9, 2024 • 11min

Bob Seawright, Madison Avenue Securities – Dear Future Me

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.-----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
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Aug 9, 2024 • 30min

Larry Swedroe – Investment Strategy in an Uncertain World

Today's episode features Larry Swedroe reading Investment Strategy in an Uncertain World. -----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
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Aug 9, 2024 • 21min

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

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.-----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
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Aug 9, 2024 • 53min

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

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.-----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
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Jul 29, 2024 • 53sec

Welcome to The Best Investment Writing

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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