TERMS OF USE
WEBSITES
Published weekly, The Economist is an invaluable source of financial news. Highly recommended by many of the Investment Masters, The Economist provides insight into world events, business and industry news and macro developments. I recall reading The Economist in late 2007 when their proprietary R-Word Index ['Recession'] was flashing warning signals. The Economist was well ahead of the curve on credit derivatives prior to the Financial Crisis, warning of the imminent dangers residing in the US housing market. Highly recommended reading.
The student-run Graham & Doddsville newsletter is published three times per year. G&D contains interviews with many of the world's greatest investors. An excellent source of stock ideas, investment wisdom and insights into some of the world's best investors. Past editions have included interviews with Howard Marks, Bill Ackman, Frank Martin, Leon Cooperman, Larry Robbins, Jim Chanos etc. Highly recommended reading.
A fantastic resource which covers a range of topics like human misjudgment, decision making, strategy, and philosophy. ‘Upgrade Yourself’ here.
I began following Jim Paulsen's insights before the Financial Crisis. His unique perspectives on markets, asset classes, and economic data have consistently proven prescient. After a 40-year career as a Wall Street Economist and Chief Investment Strategist, Jim is now retired but continues to offer periodic commentary on the economy and financial markets. The only Strategist I've found worth listening to.
I've followed Bill McBride from CalculatedRisk since before the Financial Crisis. His insights into the US housing market and US economy are second to none. This is where I go for my insights into the state of play of the US Economy. An excellent resource.
Value Investor Insight is published monthly and contains a collection of interviews with successful investors. Many of the Investment Masters have featured in the newsletter including Jim Chanos, Seth Klarman, Leon Cooperman, Lee Ainslie, Ed Wachenheim, Larry Robbins, Joel Greenblatt etc. I've found it far more lucrative listening to real money managers with skin in the game than Wall Street analysts.
Scott Krisiloff & Erick Mokaya sift through the rubble of company transcripts to identify the jewels that can make a difference. Good management teams generate and share excellent and actionable advice you can pay attention to.
A multi-disciplinary institute drawing on more than 800 collaborating scientists, scholars, intellectuals, and artists, which explores complex systems like economies, ecosystems, human development, innovation and the evolution of intelligence. Recommended by James Anderson, Nick Sleep, Michael Mauboussin & Josh Wolfe.
Ben Thompson’s blog contains great articles on the disruption of businesses via technology. Insightful analysis. If you want an edge in tech, this is a great place to start.
The Rabbit Hole by Blas Moros provides detailed summaries across a broad spectrum of books across multiple disciplines - business, history, psychology, physics, biology etc. It aims to ‘help structure and inform your latticework, widening your perspective, and positively impacting how you live and interact with the world around you.’ Highly recommended.
A great collection of posts on investing and psychology by Morgan Housel. Engaging, insightful and refreshing. Always enlightening.
Value Investing World is a great collection of information on a broad spectrum of topics useful for investing. A great resource.
The Apollo Academy offers a full suite of free learning modules on investing in alternatives, from introductory videos to an all-encompassing learning ecosystem, complete with accreditation through live and on-demand events.
The Andreessen Horowitz blog contains some great insights into tech trends, network effects, venture capital, SAAS, etc. Worth checking in on.
Bill Gurley, a partner at Benchmark Capital, shares insights into technology, online platforms and marketplaces, competitive advantages, business models, investment analysis, critical reasoning and more. Bill is also a board member of the Santa Fe Institute, and is widely considered one of the most influential dealmakers in technology.
Providing all employees with a stake in the value they help create isn't just good business and smart investing—it's also the right thing to do. Ownership Works, led by KKR's Pete Stavros, offers valuable case studies and resources for investors to grasp the benefits and implementation requirements of broad-based employee ownership.
If there’s such a thing as the ‘Charlie Munger of Advertising’, Rory Sutherland’s it. Rory is the Vice Chairman of Ogilvy, and co-founded a behavioural science practice within the agency. Like Munger, Rory draws on an immense catalogue of disciplines. Rory’s insights are available in his column in The Spectator.
Bloomberg is my go to source for market data and news. If you've got a Bloomberg subscription there isn't a lot it can't do. A powerhouse source of analysis, news and insights.
Bill George is the former chairman and CEO of Medtronic, where he held various leadership roles. He has served on the boards of Goldman Sachs, ExxonMobil, Novartis, Target, and the Mayo Clinic. Bill shares his thoughts on leadership, empowering employees and the qualities common to successful corporations. A treasure chest of information.
Joe Scarlett spent nearly thirty years in leadership roles with Tractor Supply Company. Today Joe is engaged in teaching and writing about leadership. In 1982 Scarlett played a key role in the initiative to return the company to profitability through improved customer service and focused product selection as part of a classic leveraged buyout.
Hubert Joly, former CEO of Best Buy and senior lecturer at Harvard Business School, is renowned for transforming the company through empathy, purpose, and people-first strategies. His website offers valuable insights into leading with purpose and values in today's business environment, reflecting his recognition as one of the top global management thinkers.
Abnormal Returns is another fabulous resource with daily updates of links to useful information covering a broad range of topics. Worth checking out the daily updates.
Barron's is published weekly and provides interesting insights into companies, economic events and investor interviews. While it tends to be US centric its worth checking out weekly.
The Bespoke Invest blog provides interesting analysis of US economic data and market data.
Crossing Wall Street is a useful source of market information and analysis. It often has some interesting and unique perspectives on markets, the economy and individual stocks.
Matt Ridley, author of 'The Rational Optimist', provides relevant and interesting analysis into society, technology and economics.
Bill Gates’ Blog is a useful resource providing insights into current world events. Gates is a prolific reader and his book recommendations are always good.
Over the years Charlie Rose has interviewed many of the Investment Masters; Warren Buffett, Seth Klarman, Bill Ackman, Michael Steinhardt and Peter Lynch. These interviews provide timeless lessons.
Mr Pettis' blog focuses primarily on the Chinese economy. Mr Pettis is a Professor at Peking University. I've followed his blog since the Financial Crisis and his understanding of the Chinese economy, its growth model and the implications for hard commodities and the world economy has been second to none. His prescient calls on the slowing China economy, his insights in the European crisis and his 2012 piece ‘By 2015 Hard Commodities will have collapsed’ means he's worth listening too. Not an easy read but worth the effort.
The Manual of Ideas often provide excellent interviews with some of the world's greatest investors.
PODCASTS
When it comes to great Podcasts, it’s hard to go past Barry Ritholtz’s ‘Masters in Business’ series. Mr Ritholtz has a fantastic line up of interesting guests across a broad spectrum of disciplines and his broad knowledge of all-things-investing ensures the interviews are insightful and engaging.
Some of my favourites have included Leon Cooperman [Omega], John Carreyrou [Theranos reporter], Jim Chanos [Kykonis], Dr Raife Giovinazzo [Fuller & Thaler], Ed Thorp [Beat the Dealer], Yuval Noah Harari [Sapiens], Daniel Kahneman [Thinking Fast & Slow] and Jeffrey Sherman [DoubleLine].
Shane Parrish is the founder of the fabulous Farnam Street blog, ‘a mecca for the world’s biggest money managers’ including Ray Dalio and Dan Loeb.
The blog and associated podcast interviews focus on personal betterment through improved mental agility and mindfulness. A treasure trove of content with a broad array of deep thinkers. Some of my favorite interviews have included Naval Ravikant, Atul Gawande, Annie Duke, Philip Tetlock and Robert Greene.
If you want to learn about what makes a successful business, Guy Raz’s NPR podcast series, ‘How I Built This’, is a must. Raz delves into the characteristics of both great businesses and their CEOs. He gets a great line-up of high quality guests.
Some of my favorite podcasts include Chip Wilson [Lulumon], Ron Shaich [Panera Bread], Brian Scudamore [1-800-GOT-JUNK], James Dyson [Dyson], Arthur Blank [Home Depot], Herb Kelleher [Southwest Airlines], Sara Blakely [Spanx], Miguel McKelvey [WeWork] and Howard Schultz [Starbucks].
Understanding businesses can provide an edge in investing. Ask Buffett .. “I am a better investor because I am a businessman, and a better businessman because I am an investor.”
Business Wars gives you the unauthorized, real story of what drives companies and their leaders, inventors, investors and executives to new heights — or to ruin. Some of my favourite podcast series have included Netflix vs Blockbuster, Fender vs Gibson, Ferrari vs Lamborghini and Ford vs Chevrolet. A 10 out of 10.
A must-follow for investors, entrepreneurs, creatives, high achievers, and changemakers. Sean provides inspiration through What Got You There – lending you an inside view into the personalities, experiences, and strategies of some of the world’s most influential people.
Some of my favourites include Tom Peters [In Search of Excellence], W. Brian Arthur [Santa Fe Institute], Robert Rosenberg [Dunkin Doughnuts], Francois Rochon [Giverny Capital] and Yen Liow [Aravt Global].
‘Value Investing with Legends’ is a series run by Columbia Business School with interviews with some of the world's greatest investors. The interviews cover their views on the investment management industry, how they developed their investment process and how they see the field changing over time.
Some great interviews including David Abrams, Tom Russo, Mario Gabelli, Chris Davis and Michael Mauboussin.
I’ve learnt a lot while taking in some of the great interviews on Patrick’s ‘Invest Like the Best’ podcast. He’s an A-grade interviewer who has a first class line-up of awesome guests willing to share what they’ve learned with you.
Some of my favourites have included Chuck Akre [Akre Capital], Marc Lasry [Avenue Capital], Sam Hinkie [Philadelphia 76ers], Josh Wolfe [Lux Capital] and Jerry Neumann [VC - ReactionWheel].
I had the pleasure of chatting to Sean Murray from ‘The Good Life.’ We talked about all things investing including quality companies, powerful business models, developing a multi-disciplinary mindset and the common threads evident amongst the very best investors, CEOs and businesses.
I’m a big fan of Sean’s work, be sure to check out his other interviews with the likes of Robert Cialdini, Annie Duke, Michael Abrashoff, Morgan Housel and William Green.
David Rubenstein, the billionaire founder of private equity firm, The Carlyle Group, gets a distinguished line up of guests on his namesake show including some of America’s greatest CEO’s, Investors and Politicians.
Some of the interviews I’ve enjoyed include Paul Singer, Warren Buffett, Jamie Dimon, Ken Griffin and James Gorman.
Ted Seides of Protégé Partners is probably more famous for his ill-fated hedge fund bet against Warren Buffett than his podcast series. Notwithstanding, Mr Seides’ interviews are an excellent resource for investment knowledge.
Some of the interviews I have enjoyed on Ted’s podcast series include Paul Black [WCM], Andy Redleaf [WhiteBox], James Aitken [Aitken Advisers], Dan Ariely [Irrational Capital] and Thomas Russo [Semper Vic Partners].
Consuelo Mack’s Wealthtrack video interviews are available as audio recordings in podcast form. Consuelo has a great line up of interesting guests including many of the Investment Masters themselves. Mack’s focus on long term investing and her experience with financial markets ensures the interviews are insightful and entertaining.
Some of my favourite interviews have included Chuck Akre [Akre Capital], Cliff Asness [AQR], Ed Yardeni [Yardeni Research], Thomas Russo [Semper Vic Partners] and Chuck Royce [Royce Funds].
Preston and Stig get a diverse line up of great investors and business people on their podcast series. They’ll also often review interesting books, investors, investing styles, authors and business success stories.
Some interesting interviews include Robert Cialdini [Influence], Guy Spier [Aqua Marine Fund], Roger Lowenstein [Author], Jim Rogers [ex Quantum] and Ed Thorp [Beat the Dealer].
I stumbled across Steven Bertoni’s podcast series when I was searching for a podcast on a blog post I was writing. Mr Bertoni’s interviews are always interesting and he gets a solid line-up of guests across a broad array of disciplines.
I’ve enjoyed interviews with Paul Tudor Jones [Tudor Corporation], Tom Steyer [Farallon], Adam Neumann [WeWork], Ray Dalio [Bridgewater], Ron Shaich [Panera Bread], Captain ‘Sully’ Sullenberger [Sully] and Danny Meyer [ShakeShack].
The a16z Podcast is the go-to place for discussions about technology, innovation, and change as it impacts all our lives, covering everything from tech trends and culture to company building for companies of all sizes. Nuanced conversations with top industry and academic experts from around the world; company leaders, builders, makers; book authors; and emerging voices.