Here’s a list of this week’s best investing reads:
Howard Marks Memo – This Time It’s Different (Oaktree Capital)
When Does the Stock Market Go Up? (A Wealth of Common Sense)
Meatless Future or Vegan Delusions? The Beyond Meat Valuation (Aswath Damodaran)
This Is One Of The Worst Risk/Reward Setups In History (Felder Report)
Ackshually… (The Irrelevant Investor)
A 2% tax on America’s 75,000 wealthiest families would raise $2.75 trillion (The Reformed Broker)
A Conversation with David Perell (Jason Zweig)
Swedroe Reviews New Book on Behavioral Investing (Validea)
Idealist, I Am (Vitaliy Katsenelson)
Can Machines “Learn” Finance? (AQR)
If 98% of the Funds don’t Beat the Market, Why doesn’t Everyone just Invest in a Low Cost Index like S&P500? (ValueStockGuide)
Being Wrong When You Get It Right (Of Dollars and Data)
Investors Have Fewer Reasons Than Ever for Home Bias (Morningstar)
How to Win Any Argument About the Stock Market (Fortune)
The Case Against Small Caps (CFA Institute)
i3 Insights: Survival = Risk Management (Market Fox)
Investing as a hobby (Medium)
Q&A With Kimbal Musk, Cofounder of Square Roots & Board Director at Tesla, Space X, and Chipotle (Collaborative Fund)
The Art of Thinking Clearly (Barel Karsan)
What are the Chances of Finding an Active Manager with Skill? (Behavioural Investment)
Jeff Bezos Explains Why Amazon Makes No Profit (YouTube)
This week’s best investing research reads:
Short Squeeze (csinvesting)
Three Charts I Think I’m Thinking About (Pragmatic Capitalism)
The 2% Position Risk Rule: Facts and Fiction (Price Action Lab)
How Important Is Stock Market To Economy? (UPFINA)
Quantitative Styles and Multi-Sector Bonds (Flirting with Models)
“What is an Oddball Stock?” (Oddball Stocks)
Cheap Versus Expensive Countries (FactorResearch)
Are momentum models better than moving average models? Some useful tips (Mark Rzepczynski)
Value Factor Valuations Over Time: US and Developed (Alpha Architect)
Emerging Markets Debt Outlook (Advisor Perspectives)
Where to invest in the next 10 years, 20 years and 30 years? (13D Research)
This week’s best investing podcasts:
David Abrams – Applying a Fundamental and Value-Oriented Approach to Investing (Value Investing With Legends)
#1309 – Naval Ravikant (Joe Rogan)
Russ Roberts on Life as an Economics Educator (Coversations With Tyler)
TIP246: Part 2 – Berkshire Hathaway Shareholders Meeting Q&A – Warren Buffett & Charlie Munger (The Investors Podcast)
Dad Cat Bounce (Animal Spirits)
Jerry Neumann – Why Venture is Hard – EP.134 (Invest Like The Best)
Episode #160: John Huber, “Stock Prices Fluctuate Much More Than The Underlying Businesses” (Meb Faber)
Patrick O’Shaughnessy – O’Shaughnessy Asset Management (First Meeting, EP.01) (Capital Allocators)
Ep 128: Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value, with Justin Goodbread (FA Success)
Frank Holmes: Keynote: New Technologies will Disrupt Mining, Investing, and how to Spot Opportunities (Palisade Radio)
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