The Best Investment Writing

Today's episode features Chris Brightman reading Financialization: How Deficits Inflate Profits and Equity Valuations. Chris is a Partner, Senior Advisor and board member of Research Affiliates. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠⁠ e-mail newsletter. ⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ For detailed show notes, click ⁠⁠here⁠⁠. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠ or visit us at ⁠⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠⁠ ----- Follow The Idea Farm: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠ ----- Interested in sponsoring the show? Email us at ⁠⁠⁠⁠⁠[email protected]⁠

Today's episode features Anton Wintner reading Biotech Investing: Investment Approaches that Work in a Challenging Industry. Anton is a Senior Clinical Research Advisor for Verdad. Greg Obenshain and Daniel Rasmussen also wrote the paper. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠⁠ e-mail newsletter. ⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ For detailed show notes, click ⁠⁠here⁠⁠. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠ or visit us at ⁠⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠⁠ ----- Follow The Idea Farm: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠ ----- Interested in sponsoring the show? Email us at ⁠⁠⁠⁠⁠[email protected]⁠

Today's episode features Abe Othman reading The Truth About Check Sizing: Lessons from 15,000 Seed Deals⁠. Abe is a Consulting Researcher for AngelList. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠ e-mail newsletter. ⁠⁠⁠⁠Subscribe⁠⁠⁠⁠ so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠⁠X⁠⁠⁠⁠, ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ and ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ For detailed show notes, click ⁠here⁠. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠mailing list⁠⁠⁠⁠ or visit us at ⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠ ----- Follow The Idea Farm: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠ ----- Interested in sponsoring the show? Email us at ⁠⁠⁠⁠[email protected]⁠

Today's episode features Daniel Sotiroff reading ⁠⁠What Short-Term Fund Performance Tells Us About Future Returns. Dan is a senior manager research analyst for Morningstar. ----- The Best Investment Writing features top research pieces shared via ⁠⁠⁠The Idea Farm⁠⁠⁠ e-mail newsletter. ⁠⁠⁠Subscribe⁠⁠⁠ so you get these sent to you each week. ----- Follow Meb on ⁠⁠⁠X⁠⁠⁠, ⁠⁠⁠LinkedIn⁠⁠⁠ and ⁠⁠⁠YouTube⁠⁠⁠ For detailed show notes, click here. ⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠⁠mailing list⁠⁠⁠ or visit us at ⁠⁠⁠cambriainvestments.com⁠⁠⁠ ----- Follow The Idea Farm: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Tik Tok⁠⁠⁠ ----- Interested in sponsoring the show? Email us at ⁠⁠⁠[email protected]⁠

Today's episode features Sahil Mahtani reading ⁠The unstoppable dollar meets the immovable Mr Trump. Sahil Mahtani is the Director of Ninety One’s Investment Institute. Based in London, he is responsible for macro, thematic and asset allocation research. ----- The Best Investment Writing features top research pieces shared via ⁠⁠The Idea Farm⁠⁠ e-mail newsletter. ⁠⁠Subscribe⁠⁠ so you get these sent to you each week. ----- Follow Meb on ⁠⁠X⁠⁠, ⁠⁠LinkedIn⁠⁠ and ⁠⁠YouTube⁠⁠ For detailed show notes, click ⁠⁠here⁠⁠ To learn more about our funds and follow us, subscribe to our ⁠⁠mailing list⁠⁠ or visit us at ⁠⁠cambriainvestments.com⁠⁠ ----- Follow The Idea Farm: ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Tik Tok⁠⁠ ----- Interested in sponsoring the show? Email us at ⁠⁠[email protected]⁠

Today's episode features David Vick reading When the Market Outgrows the Index. David Vick is the Head of Fixed Income Portfolio Specialists covering Multi-Sector strategies in the Fixed Income group for TCW. ----- The Best Investment Writing features top research pieces shared via ⁠The Idea Farm⁠ e-mail newsletter. ⁠Subscribe⁠ so you get these sent to you each week. ----- Follow Meb on ⁠X⁠, ⁠LinkedIn⁠ and ⁠YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at ⁠cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Tik Tok⁠ ----- Interested in sponsoring the show? Email us at ⁠[email protected]⁠

Today's episode features Ricardo Marto reading What’s Driving the Surge in U.S. Corporate Profits? Ricardo Marto is a Research Economist at the Federal Reserve Bank of St. Louis ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected]

Today's episode features Suzanne Gibbons reading Europe: Opportunity in Fragmentation. Suzanne Gibbons is a Partner and Head of Research at Davidson Kempner. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected]

Today's episode features Rob Campbell reading Dead Reckoning: Investing Lessons from the High Seas.  Rob Campbell is an institutional portfolio manager at Mawer Investment Management Ltd. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: X | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected]

Today's episode features Henry Neville reading The Road Ahead Against Apathy. Henry Neville is a multi-asset portfolio manager at Man Group, a technology-empowered active investment management focused on delivering performance and client solutions. ----- The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected]