The Best Investment Writing

• The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One

  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 ⁠⁠[email protected]⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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• When the Market Outgrows the Index – David Vick, TCW

  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 ⁠[email protected]⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis)

  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 [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Suzanne Gibbons, Davidson Kempner – Europe: Opportunity in Fragmentation

  Today's episode features Suzanne Gibbons reading Europe: Opportunity in Fragmentation. Suzanne Gibbons is a Partner and Head of Research at Davidson Kempner. ----- 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 [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas

  Today's episode features Rob Campbell reading Dead Reckoning: Investing Lessons from the High Seas.  Rob Campbell is an institutional portfolio manager at Mawer Investment Management Ltd. ----- 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: X | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices

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