This Week’s Best Investing Articles, Research, Podcasts 9/27/2019

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

Green New Deal is Inevitable (The Reformed Broker)

Explaining the Stock Market to Big Cat (A Wealth of Common Sense)

Canvas Q&A w/ Patrick O’Shaughnessy (bps and pieces)

Fat, Happy, And In Over Your Head (Collaborative Fund)

The Next Recession (The Irrelevant Investor)

No Stock is Safe (Safal Niveshak)

A Wandering Mind: How Travel Can Change the Way You Think (Farnam Street)

There Are No Secrets (Of Dollars and Data)

Warren Buffett has kept the same investing philosophy for decades, early interview shows (CNBC)

How We Should Bust an Investing Myth (Jason Zweig)

WeWork and the Great Unicorn Delusion (The Atlantic)

Investor Insight: Mairs & Power (Value Investor Insight)

Point Spreads and Stock Prices (Crossing Wall Street)

Value Trap or Growth Bubble? One Quant Thinks It’s the Latter (Barron’s)

The Last Time the Market Acted This Way, Value Stocks Gained 30 Percent (Institutional Investor)

Investing for the Elite (The Big Picture)

How Big Will The Next Market Pullback Be? (Dash of Insight)

Value investing needs overhaul: Alliance Bernstein (Investor Daily)

This Time is Different, Energy Icons, Cyber Attacks (Investor Amnesia)

Value Investing in Real Estate (Columbia Business School)

4 Strategies for Improving Your Portfolio Without Triggering Extra Taxes (Morningstar)

Can Stocks Fall Without A Recession? (UPFINA)

Have Stock Investors Gotten Too Complacent? (Dana Lyons)

Why We’re Out of Secret Sauce (Per Diem)

Why Use One Value Factor When You Can Use Many (Validea)

The return of value investing (AFR)

Investing in Stocks: What You Need to Know Before You Start Value Investing (Value Stock Guide)

Hope Is Not A Strategy (Demonetized)

Are Company Visits Good or Bad? (Albert Bridge Capital)

Dividends Are Relevant and Can Beat the Market (Dividend Guy)

Every purchase has an opportunity cost (Evidence Based Investor)

Negative Rates Are Destructive But Profitable (The Integrating Investor)


This week’s best investing research reads:

Is this the reason why US profit margins remain so high? (Klement)

How worried should we be about an inverting yield curve? (LT3000)

Timing versus Allocation (Price Action Lab)

Are Alternative Risk Premia Effective Hedge Fund Replacements? (Mark Rzepczynski)

Real Returns in a World of Negative Rates & Are US Banks on Sale or Doomed? (Value Expectations)

The Volatility Effect Revisited (Alpha Architect)

How High Can Markets Fly? (The Aleph Blog)

Trend Following Active Returns (Flirting with Models)

Day Trading for a Living? (papers.ssrn)

Smart Beta vs Alpha + Beta (FactorResearch)

Why Stocks Can Shrug off Higher Rates (Advisor Perspective)

Intuitive Behavioral Design: An Introduction (CFA Institute)


This week’s best investing podcasts:

Bill Gurley – Direct Listing vs. IPOs – [EP.144] (Invest Like The Best)

Perth Tolle: The Freedom Factor (EP.52) (Expotential ETF’s)

Stockpiling Cash (Animal Spirits)

What Businesses Can Learn From the Collapse of Civilizations (Odd Lots)

Episode 119: The Surprisingly Good Reason Bond Prices Are Crashing (Stansberry Investor Hour)

Episode #177: Alex Rubalcava, “We Want To Help Build Companies That Are Solving Hard Problems That Matter” (Meb Faber)

Tyrone Ross, “What’s Done In The Dark” (The Rundown)

TIP261: Investing in Gold w/ Ken Lewis CEO of APMEX  (The Investors Podcast)

Meb Faber On The Future Of Investment Management (The Felder Report)

Alain Bertaud on Cities, Markets, and People (Conversations with Tyler)

AI and Traditional Investment Analysis (Take 15)

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