Substacks
Noahpinion
Economics and other interesting stuff.
Michael Mauboussin
Deep research papers on investment philosophy, strategy, and decision making.
Matt Levine
Bloomberg's Money Stuff newsletter covering markets, finance, and business with unique insight.
Howard Marks
Oaktree Capital co-founder's memos on market cycles, risk, and investment wisdom.
Stratechery
Analysis of the strategy and business side of technology and media, and the impact of technology on society.
Podcasts
Invest Talk
Daily show covering a wide range of investment topics with a focus on stock market investing and financial planning.
Capital Allocators
Ted Seides interviews institutional investors and asset managers about their investment process and capital allocation decisions.
Value After Hours
Weekly discussion about value investing, business, and life with Tobias Carlisle, Bill Brewster, and Jake Taylor.
Invest Like the Best
Patrick O'Shaughnessy hosts in-depth conversations with the world's best investors and business leaders.
Masters in Business
Bloomberg's Barry Ritholtz interviews influential figures in finance, business, and economics.
Memos
Berkshire Hathaway Letters
Warren Buffett's annual letters to shareholders, full of investment wisdom and business insights.
Third Point Investor Letters
Dan Loeb's quarterly investor letters discussing market views and investment theses.
Pershing Square Letters
Bill Ackman's detailed investment analyses and market perspectives.
Michael Mauboussin Papers
Ideas and novel insights across disciplines for sharper decision-making.
Graham & Doddsville
Columbia Business School's investment newsletter featuring interviews with value investors.