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The Best Investment Writing

The Best Investment Writing

By: The Idea Farm
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 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 invaluable insights to help you navigate the complex world of finance. Tune in to hear research pieces that are as timely as they are timeless. Your journey to smarter investing starts here. Economics Personal Finance
Episodes
  • The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One

    The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One
    Aug 26 2025
    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 ⁠⁠Feedback@TheMebFaberShow.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • When the Market Outgrows the Index – David Vick, TCW

    When the Market Outgrows the Index – David Vick, TCW
    Aug 12 2025
    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 ⁠Feedback@TheMebFaberShow.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 mins
  • Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis)

    Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis)
    Aug 5 2025
    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 Feedback@TheMebFaberShow.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 mins
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