The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

January 4, 2021

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

Run-Time: 1:58:34

What is this Episode? Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it.

This year, we’re bringing you the entire volume of The Best Investment Writing Volume 4 in podcast format.

You’ll hear from some of the most respected money managers and investment researchers all over the world.

Contributors: Anil Rao and Raman Subramanian, Vineer Bhansali, Rob Arnott, Alec Lucas, Martin Tarlie, and Tyler from Portfolio Charts

Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159

Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com

Links from the Episode:

0:32 – The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?

8:04 – The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds

25:08 – The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble

56:02 – The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification

1:15:00 – The Best Investment Writing Volume 4: Martin Tarlie, GMO – Is the U.S. Stock Market Bubble Bursting?

1:39:46 – The Best Investment Writing Volume 4: Tyler, Portfolio Charts – The Benefits of Bond Convexity

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