The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
Run-Time: 3:50:05
What is this Episode? This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most respected money managers and investment researchers all over the world.
Contributors:
- 2:36 – Campbell Harvey and Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
- 31:17 – Jack Vogel, Alpha Architect – Value Investing: An Examination of the 1,000 Largest Firms
- 45:09 – Brian Barish, Cambiar Investors – The Virus Plaguing Value
- 1:03:55 – Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming
- 1:29:25 – Peter Chiappinelli, GMO – The Passive Aggressive Agg, Revisited
- 1:43:26 – Amie Ko, Research Affiliates – A Quick Survey of “Broken” Asset Classes
- 2:02:09 – Sean Duffin, Cambridge Associates – Benefits of Global Diversification
- 2:18:50 – Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
- 2:29:35 – John Pease, GMO – Value: If Not Now, When?
- 2:48:03 – David Blitz, Pim van Vliet & Guido Baltussen, Robeco – When Equity Factors Drop Their Shorts
- 3:00:06 – Vineer Bhansali, LongTail Alpha – Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
- 3:09:50 – Laurence Siegel, CFA Institute Research Foundation – Debunking Nine and a Half Myths of Investing
- 3:37:35 – Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
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
