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.
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.
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.
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.
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.
Value Walk is an excellent source of investment information with a particular focus on hedge funds and long-only investor updates, letters and interviews. Updated daily, this site should be on your bookmark list. Contains a wealth of information.
The Market Folly website is focussed on hedge fund letters, presentations and interviews. It's updated regularly and is an excellent resource. Make sure this one is on your bookmark list.
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 interesting website which covers a range of topics like human misjudgment, decision making, strategy, and philosophy.
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.
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.
This is a great website with insightful analysis and lessons on different aspects of investing. I always find you learn something reading this blog by John Huber.
Eric Cinnamond provides insightful analysis into the economy and the corporate landscape. Some good anecdotal analysis and insights.
This blog contains great articles on the disruption of businesses via technology. Insightful analysis.
A great collection of posts on investing and psychology by Morgan Housel. Highly recommended reading.
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.
The Capital Spectator focusses on US economics and provides some insightful economic analysis. It's a worthy addition to your economic website links.
Charlie Rose is one of the great interviewers. He gets a world class line-up of guest speakers who have included many of the Investment Masters such as Warren Buffett, Seth Klarman, Bill Ackman, Michael Steinhardt, Peter Lynch etc. A great resource to learn from the Investment Masters.
Investors Field Guide provides interesting analysis on markets, investing and investor psychology. A good resource.
This is one of my favourite websites. The website is run by Tren Griffin who recently released the excellent book "Charlie Munger - The Complete Investor". The articles tend to be in the format "A dozen things I've learnt from …xxx". While many of the Investment Masters feature in past posts there is also an interesting array of other famous people from different industries which provide useful analogies to the investing process. Thought provoking and highly recommended.
Mr Pettis's blog focusses 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].
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], Adam Neumann [WeWork], Ray Dalio [Bridgewater], Ron Shaich Panera Bread], Captain ‘Sully’ Sullenberger [Sully] and Danny Meyer [ShakeShack].
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].