EPISODE · Dec 27, 2021 · 3H 46M
The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
from The Meb Faber Show - Better Investing · host The Idea Farm
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 Click here to listen to Volume 4 Click here to listen to Volume 3 ----- 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 GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show." Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
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 Click here to listen to Volume 4 Click here to listen to Volume 3 ----- 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 GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show." Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
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