Financial News, Blogs, Podcasts

News

• Yahoo Finance
• Financial Times (FT) – best global markets reporting; Smart Money, Alphaville.
• Bloomberg Markets – institutional-grade, especially macro + bonds.
• WSJ Markets – reliable coverage, good for context.
• Reuters Markets – fast, neutral reporting.
• Barron’s – specific equities, long-form stock analysis.
• Morningstar – fund research, risk ratings, FCF analysis, factor lens.

YouTube

• Ben Felix / Common Sense Investing
  Best evidence-based investing content on YT. Explains factors, ETFs, risk premiums.
• Odd Lots (Bloomberg – Joe Weisenthal & Tracy Alloway)
  Deep dives into macro, market structure, liquidity, supply chains, derivatives, commodities, and weird corners of finance.
• Macro Voices (Erik Townsend)
  Institutional macro commentary, good guests (strategists, CIOs). Heavy emphasis on global macro, bonds, currencies.
• The Journal (WSJ)
  Not strictly markets, but frequent finance episodes; solid journalism.
• Bloomberg Surveillance / Merryn Somerset Webb
  Interviews with economists and fund managers; quite data-focused.
• Animal Spirits (Ben Carlson & Michael Batnick)
  Accessible but evidence-based commentary on markets and portfolios.
• Prof G Markets (Ed Olson & Scott Galloway)

Podcasts

• Unhedged (podcast)

Quantitative & Deep-Analysis

• Top Traders Unplugged
  Trend following, quant macro, systematic strategies.
• The Meb Faber Show
  Evidence-driven investing, global diversification, factor strategies.
• Masters in Business (Barry Ritholtz)
  Long-form interviews with fund managers, economists, quants, academics.
• Flirting with Models (Corey Hoffstein)
  One of the best quant/portfolio construction podcasts. Very technical but digestible.

Blogs / Long-form Sites

Markets, Macro, Portfolio Theory

• A Wealth of Common Sense (Ben Carlson)
  Clear explanations of long-term investing, asset allocation, and risk.
• The Irrelevant Investor (Michael Batnick)
  Behavioral finance, returns context, historical trends.
• Jason Zweig – WSJ The Intelligent Investor
  Deep data-driven examination of investor behavior and market risk.
• Aswath Damodaran’s Blog (NYU)
  Equity valuation, cash flows, discount rates, narrative vs numbers.
• Epsilon Theory (Ben Hunt)
  Market narratives, geopolitics, behavioral dynamics.

Quant & Market Structure

• Quantocracy
  Aggregates some of the best quant-focused blog posts and research.
• Alpha Architect Blog
  Factor investing, systematic strategies (evidence-heavy).
• The Idea Farm (Meb Faber)
  Curated research data and reports from institutional sources.

Personal Finance with Data Focus

• **The Big Picture (Ritholtz)**
  Macro commentary with charts and institutional perspective.
• **Of Dollars and Data (Nick Maggiulli)**
  Data-driven personal finance (savings vs investing tradeoffs, drawdown analysis).

Substack & Independent Newsletters

Macro & Market Structure

• **Matt Levine – Money Stuff** (Bloomberg, but Substack-style)
  The best writing on finance, derivatives, and market weirdness.
• **The Overshoot (Edward Harrison)**
  Macro, interest rates, global credit cycles.
• The Market Ear
  Short, chart-driven daily macro sentiment and flows.
• **Andreas Steno Larsen – Steno Research**
  Data-rich macro, inflation, liquidity, and market timing models.

Quant / Systematic

• Ensemble Capital’s Intrinsic Investing
  Fundamental but very quantitative reasoning.
• Alpha Architect – ESG, factors, replication strategies
  Reputable research-style posts on factor investing, value/momentum, tax efficiency.
• Newfound Research (Corey Hoffstein)
  Portfolio construction, convexity, vol targeting, expected risk.

Value Investing / Deep Thinking

• Liberty’s Highlights (LibertyRPF)
  Excellent compendium of tech, markets, business models.
• Humble Dollar (Jonathan Clements)
  Behavioral finance + personal investing.
• The Pragmatic Capitalist (Cullen Roche)
  Macro, asset allocation philosophy, risk framing.