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.