The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors

Published: Dec. 27, 2021, 6 p.m.

This year, we\u2019re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You\u2019ll hear from some of the most respected money managers and investment researchers all over the world.\xa0\nContributors:\xa0\n(2:36) - Campbell Harvey and Michele Mazzoleni, Research Affiliates \u2013 Breaking Bad Trends\n(31:17) - Jack Vogel, Alpha Architect \u2013 Value Investing: An Examination of the 1,000 Largest Firms\n(45:09) - Brian Barish, Cambiar Investors \u2013 The Virus Plaguing Value\n(1:03:55) - Andrew Patterson, Vanguard \u2013 The Idea Multiplier: An acceleration in innovation is coming\n(1:29:25) - Peter Chiappinelli, GMO\xa0\u2013 The Passive Aggressive Agg, Revisited\n(1:43:26) - Amie Ko, Research Affiliates \u2013 A Quick Survey of \u201cBroken\u201d Asset Classes\n(2:02:09) - Sean Duffin, Cambridge Associates \u2013 Benefits of Global Diversification\n(2:18:50) - Greg Obenshain, Verdad Advisers \u2013 Sales and Distributions: How revenue growth and distributions drive equity returns\n(2:29:35) - John Pease, GMO \u2013 Value: If Not Now, When?\n(2:48:03) - David Blitz, Pim van Vliet & Guido Baltussen, Robeco \u2013 When Equity Factors Drop Their Shorts\n(3:00:06) - Vineer Bhansali, LongTail Alpha \u2013 Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities\n(3:09:50) - Laurence Siegel, CFA Institute Research Foundation \u2013 Debunking Nine and a Half Myths of Investing\n(3:37:35) - Dan Rasmussen, Verdad Advisers \u2013 Crisis Investing: How To Maximize Return During Market Panics\nClick here to listen to Volume 4\nClick here to listen to Volume 3\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n-----\nToday\u2019s episode is sponsored by GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show."\nLearn more about your ad choices. Visit megaphone.fm/adchoices