Today’s episode features Guido Baltussen, Bart Van Vliet and Pim Van Vliet reading their piece, The Cross-Section of Stock Returns before 1926 (and beyond)
Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team.
Bart P. Van Vliet is a Client Portfolio Manager at Robeco.
Pim Van Vliet is Head of Conservative Equities and Head of Robeco’s Quantitative Equities department.
The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week.
Check out the past series of The Best Investment Writing below:
Volume 5
Volume 4
Volume 3
Volume 2
Volume 1
-----
Follow Meb on Twitter, 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 Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream.
Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to GiveDirectly on behalf of the authors.
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496
Mohnish Pabrai on Cloning & Compounding | #495
Stephanie Pomboy on the Corporate Credit Crunch | #494
Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493
Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey | #492
JD Gardner - Bridging the Behavior Gap | #491
Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing | #490
Steve Klinsky, New Mountain Capital – Private Equity Titan | #489
Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans | #488
Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen | #487
Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486
Dan Niles on Big Tech Stocks and the AI Revolution | #485
Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking | #484
Burton Malkiel - Applying 'A Random Walk' to the World Today | #483
Meketa's Steve McCourt & Primark's Michael Bell - Democratizing Private Equity | #482
Sarah Stanley Fallaw - The Psychology of the Millionaire Next Door | #481
Craig Wichner, Farmland LP - Cultivating Wealth with Sustainable Farmland Investing | #480
Jim Chanos & Bethany McLean on Lessons from Enron, Financial Fraud Throughout History, and the Fall of FTX, SVB & Wirecard | #479
Sam Zell - The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom | #478
Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM's, & Exploiting Inefficiencies | #477
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast