This Week’s Best Investing Articles, Research, Podcasts 3/20/2020

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

BIN There, Done That (Michael Mauboussin)

Two Things We Know With High Confidence (Collaborative Fund)

Returns From the Bottom of Bear Markets (A Wealth of Common Sense)

What Happens After the Stock Market Falls? (Irrelevant Investor)

Stocks Are in Chaos. Control the One Thing You Can (Jason Zweig)

A Viral Market Meltdown III: Pricing or Value? Trading or Investing? (Aswath Damodaran)

S&P 500 stocks with year-to-date gains (Reformed Broker)

Assessing Relative Value in Credit amid Coronavirus Uncertainty (Oaktree)

Berkshire Adds ETFs to Pension Plan (Validea)

The Case for European Financials (Oakmark)

Lack of Imagination (Epsilon Theory)

How I Invest (Flirting with Models)

Bill Miller calls this market one of the best buying opportunities of his lifetime (CNBC)

Shaken by Stock Market Carnage? Forget Everything (Safal Niveshak)

Making Good Decisions in Uncertain Times (Verdad)

Set Your Egg Timer to 6 Months (Vitaliy Katsenelson)

Why ‘Price-Insensitive Buying’ Is To Blame For Many Of The Major Economic Problems We Now Face (Felder Report)

I’m out (Value Stock Geek)

Adam Smith: Libertarian in a Foxhole (Marginal Revolution)

‘Hell is coming’ — Bill Ackman has dire warning for Trump, CEOs if drastic measures aren’t taken now (CNBC)

Defining Information (Stratechery)

No Answers (Bill Brewster)

Ask Yourself: In What Year Would You Have Hopped Off the Warren Buffett Compounding Train? (Focused Compounding)

Fear Not (Humble Dollar)

Should You Buy Stocks Now? (Of Dollars and Data)

On Twitter (Scott Galloway)

How Markets as Complex Adaptive Systems Process COVID-19 (Miller Value)

How to Deal with the Behavioural Challenges of Bear Markets (Behavioural Investment)

Lower stock prices are good news (Whitney Tilson)

The 9/11 And Financial Crisis Playbook For Investing Amid The Coronavirus (Forbes)

The Novelty of the Coronavirus: What it Means for Markets (CFA Institute)

Short-term Bearish, Long-term Bullish (Ramp Capital)

When it rains (Brinker)

Taking Stock (Elm Funds)

Seven Ways To Manage Your Anxiety During A Market Crash (A Teachable Moment)


This week’s best value-investing reads:

Warren Buffett Says Negative Rates are Puzzling, But Not Scary (Bloomberg)

Are you brave enough to hunt for value in a bear market? (FT)

TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Podcast) (TIP)


This week’s best investing research reads:

Low Volatility-Momentum Versus Value-Momentum Factor Portfolios (Alpha Architect)

ICE BofA US High Yield Index Option-Adjusted Spread (stlouisfed)

EM Debt: To Hold Or Not To Hold? (FactorResearch)

Insider Buying Hits Financial Crisis Levels (ValuePlays)

The Data Is Bad: Expectations Are Even Worse (UPFINA)

The S-Curve, Once More, with Feeling (Aleph)

Has the Game Changed? (Intrinsic Investing)

Managing Survival Instincts During Market Volatility (Advisor Perspectives)

A Long Way To The Bottom For Stocks (GMM)

When All News Is Bad News (Compound Advisors)

The risk parity approach – Ouch! (DSGMV)


This week’s best investing podcasts:

Is This Worse Than 2008? (Animal Spirits)

COVID-19 & Market Outloook w/ Guest James Bianco (Behind The Markets)

James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126) (Capital Allocators)

Some Thoughts on Market Panics (Excess Returns)

Ep 59: John Hempton – Central Banks aren’t the answer to Coronavirus (Inside The Rope)

Cristiano Amon Discusses the Promise of 5G (MIB)

Episode #206: Meb’s take on Investment Plans, Building and Maintaining Wealth, How Meb Invests, and Investing in the time of Corona (Meb Faber)

We are not going to participate in this recession (The Compound)

Chuck Bath: The Evolution of a Value Investor (Long View)

#79 Esther Wojcicki: The “TRICK” to Raising Successful People (Knowledge Project)

Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital (Invest Like The Best)


This week’s best investing graphic:

The Pandemic Economy: Which Stocks are Weathering the Storm? (Visual Capitalist)

The Pandemic Economy infographic

(Source: Visual Capitalist)

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