The Best Investment Writing

By The Idea Farm

The Best Investment Writing podcast is like a masters degree in investing, voiced by some of the world’s best investors. Whether you're a seasoned investor or just starting out, our podcast offers inv... more

4.8

1717 ratings

FAQs about The Best Investment Writing:

How many episodes does The Best Investment Writing have?

The podcast currently has 30 episodes available.

The Best Investment Writing episodes:

August 26, 2025 The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One
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.
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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.
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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
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Follow The Idea Farm: ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Tik Tok⁠⁠
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Interested in sponsoring the show? Email us at ⁠⁠[email protected]⁠

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
24min
August 12, 2025 When the Market Outgrows the Index – David Vick, TCW
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.
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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]⁠

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
10min
August 05, 2025 Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis)
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
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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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
14min
July 23, 2025 Suzanne Gibbons, Davidson Kempner – Europe: Opportunity in Fragmentation
Today's episode features Suzanne Gibbons reading Europe: Opportunity in Fragmentation.
Suzanne Gibbons is a Partner and Head of Research at Davidson Kempner.
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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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
35min
May 20, 2025 Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas
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.
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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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
26min
December 17, 2024 Henry Neville, Man Group - The Road Ahead: Against Apathy
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.
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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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
20min
October 31, 2024 Kai Wu, Sparkline Capital – Partisan Investing
Today's episode features Kai Wu reading Partisan Investing.

Kai Wu is the founder and Chief Investment Officer of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.
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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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
28min
October 28, 2024 Dr. Bryan Taylor, Global Financial Data – 200 Years of Market Concentration
Today's episode features Dr. Bryan Taylor reading 200 Years of Market Concentration.

Dr. Bryan Taylor is the President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information.

You can hear Dr. Taylor as a guest on The Meb Faber Show podcast in October 2024.
-----
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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
23min
September 10, 2024 Owen Lamont, Acadian – Don’t Blame Indexing for Your Problems
Today's episode features Owen Lamont reading Don’t Blame Indexing for Your Problems.

Owen Lamont is a Portfolio Manager at Acadian Asset Management.

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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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
21min
August 27, 2024 Brian Chingono, Verdad – The Dispersion Delusion
Today's episode features Brian Chingono reading The Dispersion Delusion.

Brian Chingono is the Director of Quantitative Research and a Europe Portfolio Manager at Verdad.

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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]

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
21min

FAQs about The Best Investment Writing:

How many episodes does The Best Investment Writing have?

The podcast currently has 30 episodes available.

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The Best Investment Writing

FAQs about The Best Investment Writing:

How many episodes does The Best Investment Writing have?

The Best Investment Writing episodes:

FAQs about The Best Investment Writing:

How many episodes does The Best Investment Writing have?

More shows like The Best Investment Writing

The Meb Faber Show - Better Investing

Value Investing with Legends