This Week’s Best Investing Articles, Research, Podcasts 5/15/2020

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

What Have We Learned Here? (Collaborative Fund)

What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense)

tHe sToCk MarKeT is iGnorInG tHe rEaL EcONomY (The Reformed Broker)

Bill Miller doesn’t see market as ‘dramatically overvalued,’ says Amazon could double in 3 years (CNBC)

What Good Business Looks Like (HBR)

A Truth That’s Told With Bad Intent (Epsilon Theory)

Warren Buffett’s Berkshire Hathaway Sold a Big Bank Stock This Week (Barron’s)

How Value Investing Works (The Irrelevant Investor)

What Should Berkshire Hathaway Do? (Motley Fool Message Board)

Rethinking Fear (Farnam Street)

A Viral Market Update VIII: A Crisis Test – Value vs Growth, Active vs Passive, Small Cap vs Large! (Aswath Damodaran)

Playing the Odds (Humble Dollar)

Bill Nygren – Investing in Crisis (Value Investor Insight)

Howard Marks Memo: Uncertainty (OakTree Capital)

David Tepper: This is the second-most overvalued market, behind only ’99 (CNBC)

Once Upon a Time in the Stock Market (Safal Niveshak)

Why value investing has never been more tempting, Rosenberg’s highest conviction call, and a TSX transformed (Globe and Mail)

ECNY Events – Stanley Druckenmiller (YouTube)

Why This Is Likely Just The Beginning Rather Than The End Of The High-Volatility Market Environment (Felder Report)

The Fourth Great Unlock (Scott Galloway)

Stock Market Signals, Then Versus Now (Morningstar)

Trend Following in Growth and Value (Verdad)

Rebuilding Good Habits after Lockdown (Vitaliy Katsenelson)

What to Expect When You’re Expecting (Outperformance) (bps and pieces)

The Best of Strategies for the Worst of Times: Can Portfolios be Crisis Proofed? (ssrn)

How Much Could You Lose? (Of Dollars and Data)

Peter Bernstein: The Lesson of History (Novel Investor)

Why Takeover Targets Abound Among Financial Stocks (Sure Dividend)

Are We In a Fake Stock Market Rally Engineered by The Fed (Zen Investor)

What I Wasn’t Looking For (Aleph)

We’re all risk managers now (Real Returns)

3 Insights From Warren Buffett at Berkshire Hathaway’s 2020 Annual Meeting (Behavioral Investor)

How Quant Trading Took Over Wall Street (Investment U)

Bad Look Of High Stock Prices & High Unemployment (GMM)

Is (Systematic) Value Investing Dead? (Cliff Asness)

Specialization (Brian Langis)

Reports of Value’s Death May Be Greatly Exaggerated (Advisor Perspectives)

More on why I’m cautious; Three fascinating charts (Whitney Tilson)

Horse Racing & Value Investing (Value Stock Geek)

The Misuse of Market Valuation (Validea)

Why Are Stocks So Expensive? (UPFINA)

Market focus has been on stress and uncertainty not fundamentals – This will change in May (DSGMV)

Stock Market Keeping Score in the Three-Front War Against the Virus (Dr Ed)

Modern Private Equity and the End of Creative Destruction (CFA Institute)

3 Things Animal Crossing Can Teach You About Investing (Betterment)

What if this turns into another financial crisis? (Klement)

Tips for investing in a coronavirus world (UK Value Investor)

Herd Mentality, Mirror Neurons and Solomon Asch (Macro Ops)

We Need To Talk About Ergodicity (Behavioural Investment)

First Quarter 2020 Letter: Confessions (Greenwood Investors)

It’s always darkest before the dawn (Brinker)

Back to the Future:Reviving a 19th Century Perspective on Financial Well-Being (Elm Funds)


This week’s best investing research reads:

The Resilience of Markets (Jamie Catherwood)

Absolute Value Versus Relative Value: A Quick Note on the Value Debate (Alpha Architect)

Straddles and Trend Following (Flirting with Models)

Top 5 Weekly Papers May 4 to May 5, 2020 (ssrn)

An Inflection Point For Both Stocks And Bonds (All Star Charts)

Has the Overnight Anomaly in SPY Disappeared? (PAL)

The Case Against Factor Investing (FactorResearch)


This week’s best investing podcasts:

Why Value Investing Will Never Die (The Compound)

#431: Howard Marks on the US Dollar, Three Ways to Add Defense, and Good Questions (Tim Ferris)

#1470 – Elon Musk (Joe Rogan)

Animal Spirits: Fallen Angels (Animal Spirits)

Behind the Markets Podcast: David Lyon (Behind The Markets)

Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators)

The Power of Authenticity, Narrative, & Breaking the Ad Model | Grant Williams & Ben Hunt (Hidden Forces)

TIP296: Current Market Conditions 9 May 2020 (TIP)

The Challenges of Multi-Factor Investing (Excess Returns)

#83 Brian Koppelman: What Really Matters (Knowledge Project)

Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow’ (The Long View)

S8 E12 What the CLO market can tell us about the state of corporate credit ft Joe Mezyk (Sherman Show)

Tobi Lutke – Building a Modern Business  (Invest Like the Best)

Jim Bianco on the Market Crisis and the Fed (MIB)

Episode #220: Andrew Beer, Dynamic Beta Investments, “Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?” (Meb Faber)

Don’t Despair, Be Ambitious (Stansberry)


This week’s best investing graphic:

Animation: The World’s Rapid Rise in Life Expectancy, in Just 13 Seconds (Visual Capitalist)

(Click Play).

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