This Week’s Best Investing Articles, Research, Podcasts 3/13/2020

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

I’m here, to remind you (The Reformed Broker)

The Relationship Between Recessions and Market Crashes (A Wealth of Common Sense)

We’ll Get Through This (Collaborative Fund)

Berkshire – No shareholders to physically attend the meeting, and all special events are canceled (Berkshire)

Chesterton’s Fence: A Lesson in Second Order Thinking (Farnam Street)

‘Big Short’ Michael Burry Has a Bearish Bet and Warns of a Selling Stampede (Yahoo)

Carl Icahn says the market sell-off has longer to go even though some stocks are ‘awfully cheap’ (CNBC)

What Benjamin Graham Would Tell You to Do Now: Look in the Mirror (Jason Zweig)

Money Out of Nowhere: How Internet Marketplaces Unlock Economic Wealth (Bill Gurley)

The Fastest Bear Market Ever (The Irrelevant Investor)

A Viral Market Meltdown Part II: Clues in the Debris! (Aswath Damodaran)

Oil Gets Cheaper – What Would Ben Graham Do? (Vitaliy Katsenelson)

Is This Like 2008? (UPFINA)

Four Charts That Show How Erratic the Stock Market Has Become (Bloomberg)

How Are You Different? (MicroCapClub)

Big Corporations Are Rushing Into Venture Capital. That May Not Be a Good Thing (Barron’s)

An Update From O’Shaughnessy Asset Management (OSAM)

Five Questions: The Future of Asset Management with Meb Faber (Validea)

The “Element of Compound Interest” (Focused Compounding)

How to Select Stocks and Survive this Stock Market Crisis (Safal Niveshak)

When Markets Dip, Don’t Drop Out (Schwab)

Can mindfulness make us better investors? (EB Investor)

What Does It Mean To Be A Great Investor? (MOI)

Three Things Equity Investors Can Learn From Real Estate Investors (Macro Ops)

Grin and Bear It (Humble Dollar)

How a Stock Market Correction Can Create Investment Opportunities (Investment U)

Ma Ma Ma My Corona (Scott Galloway)

The Worst Day of Our Investment Lives (Of Dollars and Data)

Perspective (Albert Bridge)

The recent volatility in the markets underscores why I don’t use stop losses (Whitney Tilson)

How Does An Enlightened Investor Handle A Stock Market Crash? (A Teachable Moment)

Good vs. Bad Active Fund Management: Three Indicators (CFA Institute)

Market Meltdowns (AVC)

A Happier Place (BF Wealth)

A 30 year perspective, and a bit more perspective on the 30-year mortgage (Brinker)

This week’s best value-investing reads:

Corporate Insiders Are Betting On A Reversal In The Relative Downtrend In Value Versus Growth (The Felder Report)

Value investors: why are they so calm in a crisis? (Schroders)

Warren Buffett on the ‘one-two punch’ market panic: It took me 89 years to experience something like this (MarketWatch)

This week’s best investing research reads:

The Non-Linearity of Need (Epsilon Theory)

LOVM Portfolios Around The World (FactorResearch)

Pacific Rift (Verdad)

Assessing the oil shock (Klement)

Top 5 Papers March 2 to 8, 2020 (SSRN)

Market Volatility, Trading Halts, and Circuit Breakers (Schwab)

Zero Trust Information (Stratechery)

Market Symptoms: Pandemics, Rates & Volatility (Jamie Catherwood)

What to Do When Alpha Becomes Beta (Alpha Architect)

Why Trend Models Diverge (Flirting with Models)

It is here again – the VIX spike! (Advisor Perspectives)

High Low Friday – 3/6/2020 (Dana Lyons)

Back to basics – Higher risk aversion will change risk premia (DSGMV)

This week’s best investing podcasts:

Tobias Carlisle (Know Your Risk)

TIP286: Mastermind Discussion 1Q 2020 (TIP)

Emergency Podcast: Preparing for a Recession (Animal Spirits)

Manish Singh & Dave Donabedian (Behind The Markets)

Deep Basin – Oil Price War and Its Implications – [EP.160] (Invest Like The Best)

Lawrence Hamtil: The Virtues of Sin (Stocks) (The Long View)

Should Young People Have 100% of Retirement Savings in Stocks? (The Compound)

Episode #205: Derren Geiger, “E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality” (Meb Faber)

Christie Hamilton – Tweeting on Allocation at Children’s Health (Capital Allocators)

S8 E4 Robert Stein, CEO – Astor Investment Mgmt (The Sherman Show)

Jan van Eck on Successful Thematic Investing (MIB)

Richard Davies on Extreme Economies (EconTalk)

Ep. 111 – Some People Like to Fish, I Like to Invest with Scott Miller, Founder of Greenhaven Road Capital (MicroCap)

Some Thoughts on the Struggles of Factor Investing in the Past Decade (Excess Returns)

Panic With Friends – Jim O’Shaugnessy (Panic with Friends)

This week’s best investing graphic:

Opportunity Zones: Aligning Public and Private Capital (Visual Capitalist)

(Source: Visual Capitalist)

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