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The Best Investment Writing

The Best Investment Writing

Written 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
  • Financialization: How Deficits Inflate Profits and Equity Valuations - Chris Brightman, Research Affiliates

    Financialization: How Deficits Inflate Profits and Equity Valuations - Chris Brightman, Research Affiliates
    Apr 28 2026
    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 ⁠⁠⁠⁠⁠Feedback@TheMebFaberShow.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 mins
  • Biotech Investing: Investment Approaches that Work in a Challenging Industry - Anton Wintner, Greg Obenshain, Daniel Rasmussen, Verdad

    Biotech Investing: Investment Approaches that Work in a Challenging Industry - Anton Wintner, Greg Obenshain, Daniel Rasmussen, Verdad
    Mar 25 2026
    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 ⁠⁠⁠⁠⁠Feedback@TheMebFaberShow.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 mins
  • The Truth About Check Sizing: Lessons from 15,000 Seed Deals - Abe Othman, AngelList

    The Truth About Check Sizing: Lessons from 15,000 Seed Deals - Abe Othman, AngelList
    Mar 3 2026
    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 ⁠⁠⁠⁠Feedback@TheMebFaberShow.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
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