This Week’s Best Investing Articles, Research, Podcasts 10/25/2019

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

Five Questions: Tackling Some of the Toughest Questions in Investing with Michael Mauboussin (Validea)

A Eulogy for the 60/40 Portfolio (A Wealth of Common Sense)

Let Your Cash Flourish (bps and pieces)

Global Stocks Starting to Inflect Higher (Reformed Broker)

How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund’s office in Zurich (YouTube)

The Real Reason Value Has Been Lagging Growth (Institutional Investor)

12 Charts You Ought to See Before the Next Recession (Irrelevant Investor)

Scaling Fallacy in Investing (Safal Niveshak)

What Black Monday Taught Us (Morningstar)

Investors Continue to Back the Value Factor (ETF Trends)

Disrupting the IPO Process: Challenging the Banker-run Going-Public Model! (Aswath Damodaran)

How The U.S. Stock Market May Be ‘Turning Japanese’ (The Felder Report)

Second Layer Solutions and the Next Wave of Innovation (Collaborative Fund)

Meet the Buffett bot: quant fund tries to crack the ‘value’ code (FT)

Banks Must Act Now or Risk Becoming a ‘Footnote’: McKinsey (Bloomberg)

Evolve or Die (MicroCapClub)

Value investing is down. But is it out? (MSCI)

Better Than Timing (HumbleDollar)

Exceptional Value Opportunity Last Seen 20 Years Ago (Miller Value Partners)

Understanding Investment Consensus (Aleph)

Time for Advisers to Speak to Us in Plain English (Jason Zweig)

It’s Time to Stop Playing Defense in Stocks (Barron’s)

Psychology, Trend Following, Real Estate, Momentum (Jamie Catherwood)

Are Electric Cars Good for the Environment? (Vitaliy Katsenelson)

Ayn Rand on Why Philosophy Matters (Farnam Street)

Third Point’s Q3 Letter: EssilorLuxottica Thesis (Market Folly)

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

No One Knows What Individual Stocks are Actually Worth (Prag Cap)

Known Unknowns and Share Prices (Albert Bridge Capital)

Ken Fisher versus index funds: Who wins? (Evidence Based Investor)

Was That Wrong? (Epsilon Theory)

Dear Professor Galloway – Great Call on Schwab (Howard Lindzon)

SEC Wants to Stop Trading in Dark Stocks with Dan Schum (

“Stay in your circle, bro!” Better decision-making through understanding limitations (Mark Rzepczynski)

Anne Walsh, CFA, Warns of Cumulative Credit Losses (CFA Institute)

I Can’t Save You (Bone Fide Wealth)

This week’s best investing research:

The Virtuous Investor: Rule 11 (Klement)

The Quality Factor—What Exactly Is It? (Alpha Architect)

The Problem With “Sum of the Parts” (Oddball Stocks)

Is The Economy The Weakest Of This Expansion? (UPFINA)

Motives Creating Negative Yields (Integrating Investor)

Peak Influencer (Ramp Capital)

Determining if a Trading Strategy is Over-fitted (Price Action Lab)

Risk-Adjusted Momentum: A Momentum and Low-Volatility Barbell? (Flirting with Models)

The Concept of Traps, Updates on Mastercard and Tiffany (MOI Global)

The Case Against Equity Income Funds (FactorResearch)

Staying Humble, Focused on the Long Term (Advisor Perspectives)

This week’s best investing podcasts:

The Least Happy Age (Animal Spirits)

TIP265: Mark Yusko – The Endowment Model of Investing (The Investors Podcast)

Daniel Crosby – Behavioral Investing (EP.56) (Expotential ETFs)

Ross Glotzbach – The Power and Strength of Experience (Value Investing with Legends)

Private Markets Look Like The Dumb Money Now: What Are Your Thoughts? (with Josh and Michael) (The Compound Show)

Episode #183: Ben Inker, “The Problem With Good Returns In The Near Term Is They Have To Be Paid Back Sometime” (Med Faber)

Henry Farrell on Weaponized Interdependence, Big Tech, and Playing with Ideas (Conversations with Tyler)

Vanguard’s Fran Kinniry on Investor’s Alpha (MIB)

How Private Sector Balance Sheets Changed Recessions (Odd Lots)

Episode 125: Why WeWork is On Life Support (Stansberry Investor Hour)

Who Is On the Other Side? (Curious Investor)

Bubbles, Golden Ages, and Tech Revolutions (Expotential View)

5 Signs You’re a Value Investor (Value Investor)

This week’s best investing graphic:

The World’s 20 Most Profitable Companies (Visual Capitalist)

Visualizing the World's 20 Most Profitable Companies

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