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, interesting 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 in relation to the escalation in credit derivatives prior to the Financial Crisis and provided an imminent warning on the dangers residing in the US housing market. Highly recommended reading.
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 student-run Graham and Doddsville newsletter gets released three times per year. Similar to the Value Investor Insight newsletter, G&D contains interviews with many of the world's greatest investors. An excellent source of 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, Bruce Berkowitz, Larry Robbins, Jim Chanos etc. Highly recommended reading.
Value Investor Insight is published monthly and contains a collection of interviews with high quality investors with solid track records. I've found it an invaluable resource enabling me to identify industry trends early and improve my thought process around companies, industries and investing generally. Many of the Investment Masters have featured in the newsletter including Bruce Berkowitz, Jim Chanos, Seth Klarman, Leon Cooperman, Lee Ainslee, Ed Wachenheim, Larry Robbins, Joel Greenblatt etc. I'd much prefer to listen to a real money manager with skin in the game than a Wall Street analyst any day of the week.
Value Investing World is a great source of information on investing, successful investors and human psychology. Its updated daily with useful links. A great resource.
I've followed Bill McBride from Calculatedrisk since before the Financial Crisis. His insights into the US housing market and US economy is second to none. This is where I go for my insights into the state of play of the US Economy. An excellent resource.
A fantastic resource which covers a range of topics like human misjudgment, decision making, strategy, and philosophy. ‘Upgrade Yourself’ here.
Abnormal Returns is another great resource with a daily update of links to useful information covering a broad range of topics. Worth checking out the daily updates.
A great collection of posts on investing and psychology by Morgan Housel. Engaging, insightful and refreshing. A must read.
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.
This 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.
Andreessen Horowitz blog contains some great insights into tech trends, network effects, venture capital, SAAS, etc. Worth checking in on.
The Bespoke Invest blog provides interesting analysis of US economic data and market data. There is always something new and interesting on the site so it's worthwhile checking this site out on a daily basis.
The Market Folly website is focussed on hedge fund letters, presentations and interviews. It's updated regularly and is a good resource.
Crossing Wall Street is a useful source of market information and analysis. Updated daily it often has some interesting and unique perspectives on markets, the economy and individual stocks.
Value Walk is good source of investment information with a particular focus on hedge funds and long-only investor updates, letters and interviews.
Over the years Charlie Rose has interviewed many of the Investment Masters, the likes of Warren Buffett, Seth Klarman, Bill Ackman, Michael Steinhardt and Peter Lynch. These interviews provide timeless lessons from the Investment Masters.
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.
Matt Ridley, author of 'The Rational Optimist' provides relevant and interesting analysis into society, technology and economics.
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 Farnham 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.
‘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], Sam Hinkie [Philadelphia 76ers], Josh Wolfe [Lux Capital] and Jerry Neumann [VC - ReactionWheel].
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].
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].