The Best Investment Writing
By The Idea Farm
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Category: Investing
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Subscribers: 12
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Episodes: 34
Description
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.
| Episode | Date |
|---|---|
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Financialization: How Deficits Inflate Profits and Equity Valuations - Chris Brightman, Research Affiliates
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Apr 28, 2026 |
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Biotech Investing: Investment Approaches that Work in a Challenging Industry - Anton Wintner, Greg Obenshain, Daniel Rasmussen, Verdad
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Mar 25, 2026 |
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The Truth About Check Sizing: Lessons from 15,000 Seed Deals - Abe Othman, AngelList
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Mar 03, 2026 |
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What Short-Term Fund Performance Tells Us About Future Returns - Daniel Sotiroff , Morningstar
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Dec 02, 2025 |
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The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One
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Aug 26, 2025 |
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When the Market Outgrows the Index – David Vick, TCW
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Aug 12, 2025 |
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Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis)
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Aug 05, 2025 |
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Suzanne Gibbons, Davidson Kempner – Europe: Opportunity in Fragmentation
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Jul 23, 2025 |
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Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas
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May 20, 2025 |
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Henry Neville, Man Group - The Road Ahead: Against Apathy
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Dec 17, 2024 |
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Kai Wu, Sparkline Capital – Partisan Investing
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Oct 31, 2024 |
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Dr. Bryan Taylor, Global Financial Data – 200 Years of Market Concentration
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Oct 28, 2024 |
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Owen Lamont, Acadian – Don’t Blame Indexing for Your Problems
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Sep 10, 2024 |
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Brian Chingono, Verdad – The Dispersion Delusion
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Aug 27, 2024 |
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Steve Hou, Bloomberg – Pricing Power Everywhere
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Aug 20, 2024 |
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Que Nguyen, Research Affiliates – Learn from Last Tech Bubble to Embrace GenAI Mania
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Aug 15, 2024 |
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Jason Buck, Mutiny Funds – Herschel Walker Syndrome
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Aug 13, 2024 |
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Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model
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Aug 10, 2024 |
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Robeco – The Cross-Section of Stock Returns before 1926 (and beyond)
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Aug 10, 2024 |
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Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns
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Aug 10, 2024 |
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Lawrence Kissko and Graham Robertson, Man AHL – Trend-Following in Inflationary Environments
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Aug 10, 2024 |
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Tim Alcorn, Baillie Gifford – Lessons from Bessembinder
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Aug 10, 2024 |
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Joachim Klement – Stocks in the long run… are still risky
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Aug 10, 2024 |
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Andrew Patterson, Vanguard – The Idea Multiplier: An acceleration in innovation is coming
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Aug 10, 2024 |
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Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics
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Aug 10, 2024 |
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Campbell Harvey & Michele Mazzoleni, Research Affiliates – Breaking Bad Trends
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Aug 10, 2024 |
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Aswath Damodaran, NYU – The Perils of Investing Idol Worship: The Kraft Heinz Lessons!
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Aug 10, 2024 |
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Ben Johnson, Morningstar – When Markets Are Tough, Don’t Look
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Aug 10, 2024 |
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Laurence Siegel – Debunking Nine and a Half Myths of Investing
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Aug 10, 2024 |
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Bob Seawright, Madison Avenue Securities – Dear Future Me
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Aug 09, 2024 |
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Larry Swedroe – Investment Strategy in an Uncertain World
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Aug 09, 2024 |
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Ehren Stanhope, O’Shaughnessy Asset Management – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative
|
Aug 09, 2024 |
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Wes Gray, Alpha Architect – Factor Investing is More Art, and Less Science
|
Aug 09, 2024 |
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Welcome to The Best Investment Writing
|
Jul 29, 2024 |