This Week’s Best Investing Articles, Research, Podcasts 8/14/2020

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

Speculation & Innovation (Jamie Catherwood)

Expiring vs. Permanent Skills (Collaborative Fund)

Berkshire Makes a Bet on Gold Market That Buffett Once Mocked (Bloomberg)

Duration as Leverage (Verdad)

The Most Counterintuitive Recession Ever (A Wealth of Common Sense)

This Is What ‘Fiscal Dominance’ Looks Like (Felder Report)

Beloved Country. Unloved Hedge (Vitaliy Katsenelson)

Bye Bye, New York (The Irrelevant Investor)

Dollar Plays (The Reformed Broker)

Carny Barkers (Epsilon Theory)

Five Lives (Humble Dollar)

Framing Your Investments for Context & Clarity (Ritholz)

James Montier – Reasons (Not) To Be Cheerful (GMO)

Berkshire Hathaway’s second-quarter earnings; It May Be Time for Bank Stocks to Trade Higher (Whitney Tilson)

Jeremy Siegel: I think we’re going to have a spending boom in 2021 (CNBC)

Why Big Brand Stocks Are Dying (GuruFocus)

5 Myths About Stock Diversification (WSJ)

Weekly Earnings Calls 08.10.20 (The Transcript)

The Five Most Irrelevant Facts of Stock Investing (Safal Niveshak)

Ariel Investments’ John Rogers Shares Insight About Stocks, Racial Relations (Investors.com)

Cyclical Recovery Coming? (UPFINA)

Along The Curve (Breaking The Market)

Are Hedge Fund Activists Really Just Good Stock Pickers? (Validea)

How To Calculate ROIC – Advanced Training (Value Investing Journey)

Hindsight Bias: I Knew It All Along, Even Though I Didn’t (Novel Investor)

The Definitive Guide to the All Weather Portfolio (Of Dollars And Data)

12 reasons why high-flying professionals fail at investing (EBI)

A Trading Math Question with Nearly 75% Wrong Answers (PAL)

A tale of two S&P’s (SentimenTrader)

Knowing when to ignore the numbers (Klement)

The Rare Asset Bubble….You Say Satoshi’s And I Say Shillings (Howard Lindzon)

5 Bubble Signs That Should Make You Cautious (Behavioral Value Investor)

[Premium] When Pigs Aren’t Slaughtered (non GAAP)

Mastering the Art of Persuasion (HBR)

Creating Anti-Fragile Portfolios (CFA Institute)

Shocked, Shocked To Find Inflation Going On Here (GMM)

Investing Beliefs, Weakly Held (Dividend Growth Investor)

May the Bond Vigilantes Rest in Peace (Dr Ed)

How Much Conviction Do You Hold in Your Investment Views? (Behavioural Investment)

Taming the Tail: Adventures in Improving AI Economics (Andreessen Horowitz)


This week’s best value investing reads:

Schroders’ Kirrage: What value investing has in common with Forrest Gump (Investment Week)

Value Does Not Have To Mean Cheap (Boyar Value)

Value Investing Is Short Tech Disruption (Sparkline Capital)


This week’s best investing research reads:

Michael Mauboussin: Public to Private Equity in the United States: A Long-Term Look (Morgan Stanley)

How to Invest in Gold Stocks (Investment U)

An Analysis of “Testing Benjamin Graham’s net current asset value model” (Global Investing)

Unit Economics In Fundamental Stock Analysis: What It Is & Why It Matters (Macro Ops)

Commodity markets and the long-run – Follow industrial production and inflation (DSGMV)

Factor Investing in Singapore (Factor Research)

Spinoff Odds & Ends: Graham, Noble Corp, Liberty Rights Offerings (Stock Spinoffs)

G-Score Research and Development Intensity Backtest Part 5 (Fat Pitch)

The US 10-Year Note Yield – the good, the bad, and the (possibly) ugly (Brinker)

What is Sequence Risk and Can Trend Following Help Reduce It? (Alpha Architect)

How We Calculate Performance (13f Smart Money)

Applying Occam’s Razor to Factor Analysis (All About Alpha)


This week’s best investing podcasts:

The Smart Money (Animal Spirits)

Ryan and Donald Robertson On the Brilliance and Insights of Marcus Aurelius (Daily Stoic)

Brian Armstrong – The Future of Crypto (Invest Like the Best)

Insurer Earnings and COVID Losses | Berkshire Q2 Preview | Apple Stock Split (TWIII)

TIP309: Real Estate & COVID-19 w/ Ian Formigle (TIP)

Ben Cohen on the Hot Hand (EconTalk)

Chase Taylor (Know Your Risk)

S3E3 – Benn Eifert (Flirting With Models)

Ep. 134 – Hunting for Value in Turkey with Mesut Ellialtioglu, Talas Turkey Value Fund, LP (Planet MicroCap)

Episode #243: Doug Ludlow, MainStreet (Meb Faber)

Kodak Crashes 85% from Recent Peak (Stansberry)

What I Learned from Value Investor Guy Spier – Ep 86 (Intellectual Investor)

Making A Killing On Big Tech | Episode 158 (The Compound)


This week’s best investing graphics:

The World’s Tech Giants, Ranked by Brand Value (Visual Capitalist)

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