This week’s reading list: Value Investing? What To Do When All Your Stocks Appear To Be Losers? We hear from investing giants, Joel Greenblatt, Howard Marks, David Einhorn and Jeremy Grantham. Find out more in the list below…
🎙️ Patient Capital with Samantha McLemore (Richer, wiser, happier podcast)
📚 Scary economists and bad news (Stay-At-Home Macro (economics))
🎙️️ The Crisis is Bigger Than Banks w/ Jeremy Grantham (We Study Billionaires – The Investor’s Podcast Network)
📺 Active Value Investing: Investing in a Market that Goes Nowhere (Vitaliy Katsenelson, CFA – Youtube)
📚 Lessons From Silicon Valley Bank & “Greenspan Put”, Howard Marks (Oaktree, Howard Marks)
📚 David Einhorn: What To Do When All Your Stocks Appear To Be Losers (Invest Like The Best podcast)
📚 Joel Greenblatt: ‘There’s a big opportunity set out there’ (Investor’s Chronicle)
📚 Yield Curve Inversions: The Ultimate Signal of a Coming Recession? (James Lavish, substack)