The Best Investment Writing

The Idea Farm
  • 4.8 (17)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. AUG 26

    The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One

    Today's episode features Sahil Mahtani reading ⁠The unstoppable dollar meets the immovable Mr Trump. Sahil Mahtani is the Director of Ninety One’s Investment Institute. Based in London, he is responsible for macro, thematic and asset allocation research. ----- 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 ⁠⁠X⁠⁠, ⁠⁠LinkedIn⁠⁠ and ⁠⁠YouTube⁠⁠ For detailed show notes, click ⁠⁠here⁠⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠mailing list⁠⁠ or visit us at ⁠⁠cambriainvestments.com⁠⁠ ----- 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

    24 min

  2. AUG 12

    When the Market Outgrows the Index – David Vick, TCW

    Today's episode features David Vick reading When the Market Outgrows the Index. David Vick is the Head of Fixed Income Portfolio Specialists covering Multi-Sector strategies in the Fixed Income group for TCW. ----- 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 ⁠X⁠, ⁠LinkedIn⁠ and ⁠YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at ⁠cambriainvestments.com⁠ ----- 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

    9 min

  3. AUG 5

    Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis)

    Today's episode features Ricardo Marto reading What’s Driving the Surge in U.S. Corporate Profits? Ricardo Marto is a Research Economist at the Federal Reserve Bank of St. Louis ----- 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 X, LinkedIn and YouTube For detailed show notes, click here To 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

    13 min

  4. JUL 23

    Suzanne Gibbons, Davidson Kempner – Europe: Opportunity in Fragmentation

    Today's episode features Suzanne Gibbons reading Europe: Opportunity in Fragmentation. Suzanne Gibbons is a Partner and Head of Research at Davidson Kempner. ----- 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 X, LinkedIn and YouTube For detailed show notes, click here To 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

    35 min

  5. MAY 20

    Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas

    Today's episode features Rob Campbell reading Dead Reckoning: Investing Lessons from the High Seas.  Rob Campbell is an institutional portfolio manager at Mawer Investment Management Ltd. ----- 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 X, LinkedIn and YouTube For detailed show notes, click here To 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: X | 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

    25 min

  6. 12/17/2024

    Henry Neville, Man Group - The Road Ahead: Against Apathy

    Today's episode features Henry Neville reading The Road Ahead Against Apathy. Henry Neville is a multi-asset portfolio manager at Man Group, a technology-empowered active investment management focused on delivering performance and client solutions. ----- 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 YouTube For detailed show notes, click here To 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

    19 min

  7. 10/31/2024

    Kai Wu, Sparkline Capital – Partisan Investing

    Today's episode features Kai Wu reading Partisan Investing.   Kai Wu is the founder and Chief Investment Officer of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets. ----- 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 YouTube For detailed show notes, click here To 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

    28 min

  8. 10/28/2024

    Dr. Bryan Taylor, Global Financial Data – 200 Years of Market Concentration

    Today's episode features Dr. Bryan Taylor reading 200 Years of Market Concentration.   Dr. Bryan Taylor is the President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information.  You can hear Dr. Taylor as a guest on The Meb Faber Show podcast in October 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 YouTube For detailed show notes, click here To 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

    22 min
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Trailer

4.8
out of 5
17 Ratings

About

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.

Information

  • Creator
    The Idea Farm
  • Years Active
    2024 - 2025
  • Episodes
    30
  • Rating
    Clean

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