An introduction to big picture investing

Episode notes

The focus of this episode is a different style of investing to the long term buy and hold strategies that have dominated in recent weeks.

Allan’s thought for the week

Allan considers the implications of shocks, such as the WH Smiths accounting irregularities, to a focussed investing strategy.

Resource of the week

This week’s resource is an audio lecture series on the topic of big picture investing. It was originally recorded as part of the Modern Scholar series and is available from sites like Audible. You can find details of it here.

Article of the week

This week’s article recommendation comes from MoneyWeek magazine and highlights how, even if big picture investing looks appealing, finding the sorts of data you need to make it work might actually be getting harder.

Why investors can no longer trust traditional statistical indicators

Podcast of the week

This week’s podcast recommendation comes from Unhedged. The episode is from 14 August and is called “Will markets ever care about anything?”. It’s relevant to our big picture discussion because it discusses Trumpism, the effects it has on our ability to make predictions about the future both within the US and on the geopolitical scene, and what this does to investing markets in both the short and long term.

You can find it on Apple Podcasts here or by searching for Unhedged in your podcast player of choice.

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Keep in touch

Music and sound effects

Bossa Antigua Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
http://creativecommons.org/licenses/by/3.0/

Sound effects from https://quicksounds.com

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