This Week’s Best Investing Articles, Research, Podcasts 4/3/2020

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

What You Truly Value (Farnam Street)

Life is Beautiful (The Reformed Broker)

When Dollar Cost Averaging Matters the Most (A Wealth of Common Sense)

The Dow Just Had Its Worst First Quarter in History. Here’s What History Says Could Happen Next (Barron’s)

Bill Gates: Here’s how to make up for lost time on covid-19 (Washington Post)

Why Time Has Slowed (Collaborative Fund)

Bill Miller On Why Coronavirus Sell Off Is Buying Opportunity Of Generation (YouTube)

“Everybody Thinks” (The Irrelevant Investor)

Watch CNBC’s full interview with legendary short seller Jim Chanos (CNBC)

The Distress Anomaly (Verdad)

Ray Dalio: Chapter 1: The Big Picture in a Tiny Nutshell (LinkedIn)

Fundsmith Q1 2020 Letter (Fundsmith)

Got Gold? (Felder Report)

Breaking Down What is Among the Most Extreme Sell-Off Wall Street Has Seen (Validea)

A Viral Market Meltdown V: Back to Basics! (Aswath Damodaran)

Don’t Panic During Market Disruptions (Weitz Investment Management)

Becoming An Investing Buddha (Safal Niveshak)

JPMorgan Guide to the Markets Q2 2020 (JP Morgan)

One Hedge to Rule Them All (Flirting with Models)

Michael Lewis: A Coronavirus Fix That Passes the Smell Test (Bloomberg)

Corona as Vaccine (Scott Galloway)

Question: Why Are You 40% in Cash? (Focused Compounding)

The Craziest Month in Stock Market History (Of Dollars and Data)

Markets in Turmoil: Our Game Plan (Vitaliy Katsenelson)

Pandemics & Crashes (Jamie Catherwood)

Bill Ackman Letter Explaining His CDS Trade (Pershing Square)

Unmasking Twitter (Stratechery)

A Simple Investing Playbook for the ‘Great Cessation’ (Jason Zweig)

An Environment Made For Buffett (MacroTourist)

I’m betting on America – and humanity (Whitney Tilson)

The Genius Behind Apple’s Greatest Products (Rational Walk)

4 Behaviors That Help Leaders Manage a Crisis (HBR)

When the Story Bends (Epsilon Theory)

What Do you Do When the Shit Hits the Fan? (Prag Cap)

Watch what the Chinese do (Bronte Capital)

Unpleasant Surprise (Humble Dollar)

Know Your Names, Stay the Course (Miller Value)

Sweden to abolish cash (Klement)

Financials versus Technology and Warriors Over Worriers (Howard Lindzon)

How To Invest Safely Amidst the Coronavirus Market Meltdown (Behavioral Value Investor)

Welcome to the Quant Investing Revolution (Investment U)

A Long Way Down To Value (GMM)

From Hurting to Healing (Advisor Perspectives)

6 Ways to Make Smarter Investment Decisions (Musing Zebra)

The Hardest Part of a Buy & Hold Strategy (A Wealth of Common Sense)

Three questions we are all asking in this market (Real Returns)

Noise vs. information (Brinker)


This week’s best investing research reads:

Volatility Expectations and Returns (Alpha Architect)

Stocks Aren’t Trading Off Economic Data (UPFINA)

Private Equity: The Weight of the COVID-19 Crown (CFA Institute)

Top 5 Papers March 23 to March 29, 2020 (SSRN)

It Doesn’t Get Much Better Than This? (Aleph)

Risk Premia Forecasts: Major Asset Classes | 2 April 2020 (Capital Spectator)

Spreading Your Hedge: A Strategy for Volatile Markets (Schwab)

So…Now What? Did I miss the Opportunity for Tail Risk Protection? (RCM)

Thou Shalt Not Short The Vix (FactorResearch)

Weekly Short Equity Activity as of 3-25-20 (Shortsight)

Silver Linings (Demonetized)

Behavior from common factor shock following expected pattern (DSMGV)


This week’s best investing indicator:

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


This week’s best investing podcasts:

Dead Cat Bounce? (Animal Spirits)

Episode #208: How Long Can You Handle Underperforming? (Meb Faber)

Making Investment Decisions in a Crisis (Compound)

#80 John Maxwell: Developing the Leader in You (Knowledge Project)

REPLAY: Sean Stannard-Stockton on Intelligent Investing in Crisis Mode (MOI)

The Importance of Challenging Your Own Beliefs (Excess Returns)

Gavin Baker – Investing Through a Bear Market (Invest Like the Best)

Fran Kinniry: Applying the Vanguard Approach to Private Equity (Long View)

Ep. 113 – Anytime Someone Wants to Talk MicroCap Stocks, Dan Rasmussen, Verdad Advisers (Planet MicroCap)

S8 E6 Talking Markets with Jeff Mayberry (Sherman Show)

TIP289: Intrinsic Value Assessment of Berkshire Hathaway by Jake Taylor (TIP)

Ben Cohen on the Science of Winning Streaks (MIB)

Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators)

Behind the Markets Podcast: COVID-19 Update w/ James Bullard (Behind The Markets)

Chris Davis: Investment Perspective: Managing Through Crisis Conditions (WealthTrack)


This week’s best investing graphic:

The Math Behind Social Distancing (Visual Capitalist)

(Visual Capitalist)

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

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