The Best Investment Writing

The Idea Farm
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The Best Investment Writing

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. 17 DE DEZ.

    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

    20min

  2. 31 DE OUT.

    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

    29min

  3. 28 DE OUT.

    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

    23min

  4. 10 DE SET.

    Owen Lamont, Acadian – Don’t Blame Indexing for Your Problems

    Today's episode features Owen Lamont reading Don’t Blame Indexing for Your Problems. Owen Lamont is a Portfolio Manager at Acadian Asset 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 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

    22min

  5. 27 DE AGO.

    Brian Chingono, Verdad – The Dispersion Delusion

    Today's episode features Brian Chingono reading The Dispersion Delusion. Brian Chingono is the Director of Quantitative Research and a Europe Portfolio Manager at Verdad. ----- 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

    21min

  6. 20 DE AGO.

    Steve Hou, Bloomberg – Pricing Power Everywhere

    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 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

    27min

  7. 15 DE AGO.

    Que Nguyen, Research Affiliates – Learn from Last Tech Bubble to Embrace GenAI Mania

    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 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

    24min

  8. 13 DE AGO.

    Jason Buck, Mutiny Funds – Herschel Walker Syndrome

    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 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

    10min
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Sobre

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.

Informações

  • Criado por
    The Idea Farm
  • Anos de atividade
    2 mil
  • Episódios
    25
  • Classificação
    Livre

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