The Best Investment Writing

The Best Investment Writing

Por: The Idea Farm
The Best Investment Writing podcast is like a masters degree in investing, voiced by some of the world’s best investors. Whether you're a seasoned investor or just starting out, our podcast offers invaluable insights to help you navigate the complex world of finance. Tune in to hear research pieces that are as timely as they are timeless. Your journey to smarter investing starts here.
31 episodios disponibles

Latest episodes of the podcast The Best Investment Writing

What Short-Term Fund Performance Tells Us About Future Returns - Daniel Sotiroff , Morningstar 02/12/2025
The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One 26/08/2025
When the Market Outgrows the Index – David Vick, TCW 12/08/2025
Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis) 05/08/2025
Suzanne Gibbons, Davidson Kempner – Europe: Opportunity in Fragmentation 23/07/2025
Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas 20/05/2025
Henry Neville, Man Group - The Road Ahead: Against Apathy 17/12/2024
Kai Wu, Sparkline Capital – Partisan Investing 31/10/2024
Dr. Bryan Taylor, Global Financial Data – 200 Years of Market Concentration 28/10/2024
Owen Lamont, Acadian – Don’t Blame Indexing for Your Problems 10/09/2024
Brian Chingono, Verdad – The Dispersion Delusion 27/08/2024
Steve Hou, Bloomberg – Pricing Power Everywhere 20/08/2024
Que Nguyen, Research Affiliates – Learn from Last Tech Bubble to Embrace GenAI Mania 15/08/2024
Jason Buck, Mutiny Funds – Herschel Walker Syndrome 13/08/2024
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model 10/08/2024
Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) 10/08/2024
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns 10/08/2024
Lawrence Kissko and Graham Robertson, Man AHL – Trend-Following in Inflationary Environments 10/08/2024
Tim Alcorn, Baillie Gifford – Lessons from Bessembinder 10/08/2024
Joachim Klement – Stocks in the long run… are still risky 10/08/2024
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