This Week’s Best Investing Articles, Research, Podcasts 10/4/2019

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

The 2019 S&P 500 Sector Quilt (A Wealth of Common Sense)

WeWork Lessons That Apply To Lots of Stuff (Collaborative Fund)

Externalities: Why We Can Never Do “One Thing” (Farnam Street)

‘Performance Chasing’—and Why It Can Be Perilous for Your Portfolio (Fortune)

At What Point Does Malfeasance Become Fraud?’: NYU Biz-School Professor Scott Galloway on WeWork (NY Mag)

The True Cost Of Ignoring True Cost (The Felder Report)

JPM Guide To Markets Q4 2019 (JP Morgan)

Who Would Pay Money to Have Lunch With Bill Ackman? (Institutional Investor)

Four Questions (and Answers) About Value Investing (Morningstar)

Charles Schwab is eliminating commissions for online trading in US stocks and ETFs (CNBC)

From Best to Worst (The Irrelevant Investor)

Passive Investing Hasn’t Taken Over the World (Bloomberg)

ML & Investing Part 2: Clustering (OSAM)

Dangerous Shortage of Idiots Threatens Economy! (The Reformed Broker)

The return of value investing (CMC Markets)

Stephen Schwarzman Hung Out a Shingle. Then He Waited (Institutional Investor)

US Equities: Resilient Force or Case Study in Denial? (Aswath Damodaran)

Penny-Pinching Funds Are Going to Get Even Cheaper (Jason Zweig)

Why the Gasoline Car to the EV is Like the Horse to the Car (Vitaliy Katsenelson)

Three Types of Management (Safal Niveshak)

A Trick for Better Investing (Validea)

Narratives Everywhere (The Research Puzzle)

Are Wealth Taxes A Good Idea? (Of Dollars and Data)

The Four Most Important Things in Investing (Real Returns)

The Upside of Commission Free Trading (Pragmatic Capitalism)

Are passive managers really kings of Wall Street? (Evidence Based Investor)

How to Read Financial News Redux: Prevent Memory Contamination (CFA Institute)

Why Only “Buying Local” When Investing Is Risky (Betterment)

The Race To Zero (Ramp Capital)

Closet Active (bps and pieces)

Straight Talk (Humble Dollar)

The Illusion of Rationality (i3)

The Downside of Praising Failure….. and Make Investing Great Again #MIGA (Howard Lindzon)


This week’s best investing research reads:

Bubble Yet? (The Brooklyn Investor)

Does The Market Finally See The Slowdown? (UPFINA)

Volatility Renaissance, Black Friday, Banking Panics (Investor Amnesia)

Descriptive Statistics are not Predictive (Price Action Lab)

Easy In, Hard Out (IV) (The Aleph Blog)

The Short Duration Premium (Alpha Architect)

Macro and Momentum Factor Rotation (Flirting with Models)

LEAPS (Focused Compounding)

Active Management is Reliant on the ‘Inside View’ (Behavioural Investment)

Market Volatility: What Investors Should Know (Advisor Perspectives)

The Old Man and the Sea (Epsilon Theory)

Factor Olympics Q3 2019 (FactorResearch)

It’s Worse Than I Thought (Demonetized)


This week’s best investing podcasts:

What Does Commission-Free Trading Mean For You? (with Josh) (The Compound Show)

Episode #179: Dan Ferris, “What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline” (Meb Faber)

Free Trading (Animal Spirits)

Introducing Stephanomics Season 2 (Odd Lots)

Competitive Advantages with Morgan Housel (EP.53) (The ETF Experience)

Episode 121: How to Tell if Companies are Lying (Stansberry Investor Hour)

Jim Collins: Keeping the Flywheel in Motion (The Knowledge Project)

TIP262: REPO Markets – What it is & What’s happening (The Investors Podcast)

Risk Tolerance (The Rundown)

Ep 17: Responding With Empathy When Clients Call About ‘Scary’ Markets (Kitces & Carl)

Samantha Power on Learning How to Make a Difference (Conversations with Tyler)

Reinventing Capitalism in the Age of Big Data (Take 15)

For more articles like this, check out our recent articles here.

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