This Week’s Best Investing Reads 10/19/2018

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Here’s a list of this week’s best investing reads:

How the Many Sides to Every Story Shape our Reality (Farnam Street)

The Worst Kind of Bear Market (A Wealth of Common Sense)

Haste Makes Waste (Collaborative Fund)

These Are the Goods (The Irrelevant Investor)

The Laws of Medicine (Barel Karsan)

“There Ain’t Gonna Be No Core” (Jason Zweig)

Overfitting & Underfitting – Machine Learning in Equity Investing (Euclidean Technologies)

Did Uber Steal Google’s Intellectual Property? (The New Yorker)

Buyback Derangement Syndrome (Cliff Asness)

An update from the road (The Reformed Broker)

James Grant & Jason Zweig on WealthTrack (WealthTrack)

Dan Loeb – Watch four-minute critical video on Campbell Soup (CNBC)

The Allure of Private (The Bell Curve)

The Trouble With Using A One-Dimensional Investment Process (The Felder Report)

O’Shaughnessy Quarterly Investor Letter Q3 2018 (OSAM)

Investment value in an age of booms and busts: A reassessment (Edelweiss Journal)

Cheap Is Great, But Free Will Cost You (Bloomberg)

If You Can Keep Your Head When All About You Are Losing Theirs (Advisor Perspectives)

Sears Holdings Chapter 11 Filed Document (Dropbox)

Ray Dalio Spells Out America’s Worst Nightmare (Bloomberg)

Bezos Unbound: Exclusive Interview With The Amazon Founder On What He Plans To Conquer Next (Forbes)

What To Do When Stock Market Volatility Returns (Financial Samurai)

Blockchain Future; Create Your Own Case Studies (csinvesting)

Dodge & Cox Q318 Market Commentary (Dodge & Cox)

Won in Translation (Humble Dollar)

When Will Chasing The Hot Stock No Longer Work? (Macro Tourist)

Carl Icahn Interview (CNBC)

Vanguard Founder Jack Bogle’s Market Forecast (Morningstar)

Lessons from Annie Duke (Author of “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts”)  (25iq)

What is Your Financial Tipping Point? (Of Dollars and Data)

Bill Nygren Discussing Netflix (YouTube)


This week’s best investing research reads:

How a Multi-factor Portfolio is Constructed Matters (Alpha Architect)

A Carry-Trend-Hedge Approach to Duration Timing (Flirting With Models)

U.S. Households Are Overly Invested In Equities (UPFINA)

Activist excess, incentives, and the undersupply of grievance (LT3000 Blog)

Part 1: Blowing up, The Minsky Moment, and A Turkey on Thanksgiving (Palisade Research)

Mr. Market’s Split Personality: Can Sector-Driven Factors Help? (CFA Institute)

Why decentralization could prove the most disruptive tech megatrend of the next decade (13D Research)


This week’s best investing podcasts:

Animal Spirits Episode 51: The Healthy Correction (Ben Carlson & Michael Batnick)

The Mental Habits of Effective Leaders (Shane Parrish)

TIP212: Billionaire Howard Marks and Credit Cycles (Stig Brodersen & Preston Pysh)

Bonus Episode: Wes Gray – Factor Investing is More Art, and Less Science (Meb Faber)

CoVenture Credit – Esoteric Credit with Ail Hamed, Brian Harwitt, and Marc Porzecanski (Patrick O’Shaughnessy)

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