This Week’s Best Investing Articles, Research, Podcasts 5/29/2020

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

Last Dance Lessons: Top Investors Weigh in on Key Takeaways from the 90s Bulls (YouTube)

Bubble Behavior During a Depression (A Wealth of Common Sense)

What We Leave Behind (Scott Galloway)

Under Pressure (The Reformed Broker)

10 Reasons Why Stocks are More Dangerous than Sports (The Irrelevant Investor)

Latest memo from Howard Marks: Uncertainty II (OakTree)

Three new arguments against value – and why they don’t hold water (Schroders)

Taleb and Asness feud on Twitter over tail-risk hedging (MarketWatch)

Buffett and Charlie Brown Are Due Some Relief (Bloomberg)

Why ‘BRRR!’ Doesn’t Mean What You Think It Means (The Felder Report)

The Hertz Story Isn’t What You Think (Epsilon Theory)

The Man in the Arena (Safal Niveshak)

When Safety Proves Dangerous (Farnam Street)

Top Value Managers Share Stock Ideas (Validea)

Larry Swedroe – Value Investing: Simple But Not Easy (Seeking Apha)

Two Centuries of Innovation and Growth (Verdad)

Reports of Value’s Death May Be Greatly Exaggerated (Whitney Tilson)

13th Annual Pershing Square Value Investing and Philanthropy Challenge (YouTube)

14 weeks and 12 numbers that have changed the investing history books forever (Monevator)

Yale’s Shiller Not Surprised by Divergence Between Markets, Economy (YouTube)

The Difference Between Warren Buffett and Berkshire Hathaway (GuruFocus)

‘Burning cash for years’: Pair acquiring Torstar eye growth while vowing to keep progressive values (Fin Post)

When Your Lookalike Funds Don’t Act Alike (Jason Zweig)

Hindsight Bias Free for All (Barry Ritholz)

Four New Ideas, Gavin Baker & Howard Marks (Macro Ops)

Are People Investing In Stocks With Stimulus Checks? (UPFINA)

Is book-to-market still the best measure of value? (EB Investor)

What’s Wrong With the Rebound? (Schwab)

Moats Before (Gross) Margins (Andreessen Horowitz)

Timeline of the 1929 Market Crash (Novel Investor)

Nobody Knows Nothing (Of Dollars and Data)

A Trade Made is A Trade Made (Points and Figures)

Should I Specialize in an Industry I Know – Even if it’s a Bad One? (Focused Compounding)

Could the Pandemic of 2020 Redefine “Enough”? (Frank K Martin)

April Dividend Income Report – Wait for the Next Bottom? (The Dividend Guy)

Betting on Bricks (Humble Dollar)

Eyeing Distressed Investments (Investment Innovations)

The New Depression: COVID-19 and Stocks’ “Rightful Owners” (CFA Institute)

Growth Pains? the Case for Leaning Into Value Over Growth (Advisor Perspectives)

Coronavirus: The Next Normal (Intrinsic Investing)

Markets move and trend-followers make money – Story is partially right (DSGMV)

Compound Interest Can Help Make You Rich (Betterment)

Investment Risk is about the Extreme and the Unseen (Behavioural Investment)

The Death of Cities (Ramp Capital)

The market as a leading indicator…for the market (Brinker Capital)


This week’s best investing research reads:

Defensive Equity with Machine Learning (Flirting With Models)

Don’t Expect a Market Wide Short Squeeze (ShortSight)

Fat Tails Everywhere? Profiling Extreme Returns: Part I (Capital Spectator)

One Chart To Catch You Up On 2020….And The Economy (Howard Lindzon)

How To Stay Passionate About Your Trading (TraderFeed)

The Message is to Backtest Less (PAL)

Trend Following the S&P 500? Some Practical Advice (Alpha Architect)

The Great Tail Risk Debate (RCM Alternatives)

Job Cuts – Statistics, Trends, and Timely Facts (Fortunly)

Tactical ETFs: Tactfully No, Thank You? (Factor Research)

“Big Bases” Create Long-Term Opportunities (All Star Charts)


This week’s best investing podcasts:

Charley Ellis: Why Active Investing Is Still a Loser’s Game (The Long View)

Ep. 14 – The Book Club – The Man Who Solved the Market (Investment Uncut)

This Book Changed Warren Buffett’s Life (Value Investor)

012 – Hmmminar Series – Jesse Felder (Grant Williams)

Amazon vs Walmart | How COVID-19 Could Change the Retail Landscape (Business Wars)

TIP298: Part II – Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting (TIP)

An In Depth Look at Momentum Investing (Excess Returns)

Ep. 870: The Great Reset (Trend Following)

Ben Hunt (Know Your Risk)

Ep. 123 – So you want to be a Fund Manager? with Steven Kiel (Planet MicroCap)

#84 Jennifer Garvey Berger: Creating Routine in Chaos (Knowledge Project)

Shorting with Siggy Eggert, Founder of Grizzly Research (Value Talks)

Randy Parrish (Behind The Markets)

Bond Fun (Grant’s)

Shishir Mehrotra – The Art and Science of the Bundle (Invest Like the Best)

Episode #222: Dakin Sloss, Prime Movers Lab, “Power Law Is The Key To Understanding Venture Capital” (Meb Faber)

Michael Lewis on the Power of Intelligent Leadership (MIB)

Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (Capital Allocators)

Why Business Leaders Need To Be Fluent In Pop Culture (The Compound)

Prof. Kenneth French: Expect the Unexpected (EP.100) (Rational Reminder)

Rob Arnott – Really Cheap Markets & the Pandemic’s Hidden Toll (WealthTrack)

Valuations Don’t Matter (Animal Spirits)

Ian Cassel: A Legendary Investor’s Search For A 100-Bagger (Chain Reaction)


This week’s best investing graphics:

All of the World’s Money and Markets in One Visualization (Visual Capitalist)

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