This Week’s Best Investing Articles, Research, Podcasts 10/11/2019

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

Recession is Coming, “Code Red” Yield Curve Indicator Seals the Deal (The Reformed Broker)

Unified American Discourse (The Irrelevant Investor)

Would the Market Care if the President Was Impeached? (A Wealth of Common Sense)

Three Big Things: The Most Important Forces Shaping the World (Collaborative Fund)

Your Stock Trades Go Free but Your Cash Is in Chains (Jason Zweig)

The Price of Certainty (MicroCapClub)

Mark Yusko – Value Doesn’t Die (Real Vision)

How EV Range Anxiety Will Give Way to an EV-Charging “Gold Rush” (Vitaliy Katsenelson)

How You Can Profit As Market Shifts From Growth To Value Stocks (Forbes)

Why Waning Foreign Risk Appetite Could Spell Trouble For Stocks (The Felder Report)

Forces Shaping Our World, Fixed Vs Growth Mindset, And Handling Failure (Safal Niveshak)

How Value Investors Can Navigate Short-Term Volatility (Validea)

Joel Greenblatt – A Value Investor Defends Value Investing (Despite Its Recent Track Record) (WSJ)

Stock Exchange: These Styles Will Come Back (Dash of Insight)

Everything Is Private Equity Now (Bloomberg)

Bonds are ‘absolutely not attractive’: Ariel Investments (CNBC)

What’s Your Delta? (Of Dollars and Data)

Three Things I Think I Think – Banning Billionaires and Other Stupid Ideas (Pragmatic Capitalism)

The Best of Goethe’s Aphorisms (Farnam Street)

Junk Bonds, Politics, Innovation (Investor Amnesia)

Sohn San Francisco Investment Conference: One Week Away (Market Folly)

Prediction, Publicity, and Paul the Octopus (Albert Bridge Capital)

Active funds fare just as badly in bear markets, if not worse (Evidence Based Investor)

Who drives stock markets? (Klement)

The Four Most Important Things in Investing (Dan Mikulskis)

Where Active Managers Should Dominate, They’re Flopping (Institutional Investor)

Calculating Free Cash Flow: 5 Illustrated Examples From Actual 10-Ks (Focused Compounding)

How The Rich Get Richer And The Poor Get Poorer (Global Macro Monitor)

50 Shades of Risk (Humble Dolar)

WeOffice: The Rise and Fall of WeWork (Ramp Capital)


This week’s best investing research reads:

Value investing redefined for the new era of intangible assets (ETF Strategy)

Understanding the Psychology of the Market (TraderFeed)

Smart Beta vs. Alpha + Beta (CFA Institute)

Day Trading for a Living? (papers.ssrn)

Is It Too Late For Rate Cuts To Help? (UPFINA)

Always Late (The Aleph Blog)

Daily Treasury Yield Curve Animated Over 2019 (Fat Pitch Financial)

Macro Timing with Trend Following (Flirting with Models)

A Framework for Creating Model Portfolios (Alpha Architect)

Financial Repression is Here – Helicopter Money and MMT Coming (Mark Rzepczynski)

Low Volatility vs Option Based Strategies (Factor Research)

Taking a Low Volatility Approach to Uncertain Markets (Advisor Perspectives)


This week’s best investing podcasts:

Episode #180: Rodrigo Gordillo, “This Craftsmanship Perspective Is About Identifying The Difference Between Complex Versus Robust” (Meb Faber)

Winners of the Financial Crisis (Animal Spirits)

Jenny Wallace – Identifying Value at the Summit (Value Investing with Legends)

TIP263: Commercial Real Estate Investing – w/ Ian Formigle (The Investors Podcast)

Banks Can’t Forecast Interest Rates Either (with Josh and Michael) (The Compound Show)

Jonathan Tepper – Variant Perception of Capitalism (EP.110) (Capital Allocators)

Tobias Carlisle – Deep Value (EP.54) (Expotential ETFs)

Applying Behavioral Finance to the Investment Process (Take 15)

Ep 18: Talking Clients Off The Ledge From ‘Scary’ Markets (Kitces & Carl)


This week’s best investing image:

The Circular Economy: Redesigning our Planet’s Future (Visual Capitalist)

Circular Economy

(Source: Visual Capitalist)

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