Investing and Trading
Disclaimer: The resources here are for information only and should not be considered as financial advice.
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YouTube Channels
For everyone
For beginner investors
For sophisticated investors
Podcasts
- WSJ Your Money Briefing by Wall Street Journal
- We Study Billionaires by The Investor’s Podcast Network
- Millennial Investing by The Investor’s Podcast Network
- Macro Voices hosted by hedge fund manager Erik Townsend
- CoinDesk Podcast Network Breakdown by N. W.
- WealthTrack Podcast by Consuelo Mack
- Master in Business by Barry Ritholtz (Bloomberg)
- The “What is Money?” Show by Robert Breedlove
- American Consequences by Trish Regan
ETFS
Data Sources
- Yahoo stock splits calendar
- Yahoo IPO calendar
- Case-Shiller Home Price Indices (S&P, FRED)
- Housing Affordability Index (FRED)
- Historical return data by Professor Damodaran
- Data Library by Professor Ken French (Fama-French factors and research portfolios)
- Dataroma Super investor portfolios
- Yahoo company earnings calendar
- Yahoo Finance API
- SEC Filings: EDGAR | Form 13F Datasets
Sentiment Indicators
- CNN Fear and Greed Index
- American Association of Individual Investors (AAII) Investor sentiment survey | Historical data
- Gallup Survey on Personal Finance
- SentimenTrader (Analysis over Emotions) free newsletter
- University of Michigan Consumer Sentiment Index
- Fed Philadelphia Survey of Professional Forecasters
- Duke CFO Global Business Outlook survey
- The Conference Board US Leading Economic Index
- Yale US Stock market confidence indices (individual and institutional)
Charts and Analytics
- Yahooo Finance
- Tradingview
- Portfolio chart’s asset allocation recipe
- Portfolio Visualizer
- Excel solver manual
- Technical Traders
Alternative Investing
Accredited Investors
- Accredited investor definition
- Savvy Investors
- BnkToTheFuture
- Tiger 21: Investment clubs for high net worth investors
- VerifyInvestor: verification of accredited investor status
ESG Investing
Finance Career
- Johnson Associates finance compensation presentations and reports
Investor Education
- SEC investor.gov Glossary
- Stansberry Investor Education Center: Dr. Efrig’s asset allocation Q&A
- ThinkorSwing Learning Center: https://tlc.thinkorswim.com/center
- IBKR Webinars
- CBOE US Equity Market Volume Summary
- Saylor Academy
- ARK Investor Resources – Investor Education
- ARK Invest Research Center
- ARK Invest “The Bitcoin Monthly”
Trading Contests
- Southeast Hedge Fund Association (Georgia State) Hedge Fund Case Competition
Buy-Side Research
Sell-Side Research
- AQR Databases Research
- Vanguard Economy & Markets
- J.P. Morgan Guide to the Market
- Blackrock capital market assumptions
Trading Platforms
Books
- Zvi Bodie and Alex Kane and Alan Marcus, “Investments” and “Essentials of Investments,” McGraw Hill. (Textbook)
- Robert Shiller, “Irrational Exuberance,” Princeton University Press.
- Robert Shiller, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events,” Princeton University Press.
- Gregory Zuckerman, “The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History,” Crown Business.
- Gregory Zuckerman, “The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution,” Portfolio.
- Michael Lewis, “The Big Short: Inside the Doomsday Machine,” W. W. Norton & Company.
- Bruce I. Jacobs, “Too Smart for Our Own Good,” McGraw Hill Education.
- Sebastien Page, “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation, McGraw-Hill Education.
- John J. Murphy, “Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications,” Prentice Hall Press.
- The Motley Fool, “The Motley Fool Guide to Investment for Beginners.” (FREE)
- Joe Greenblatt and Andrew Tobias, “The Little Book That Still Beats the Market,” Wiley.
- Peter Lynch, “One Up On Wall Street: How to Use What You Already Know to Make Money in The Market,” Simon & Schuster.
- Peter Lynch, “Beating the Street,” Simon & Schuster.
- Michael Lewis, “Liar’s Poker: Rising Through the Wreckage on Wall Street,” Pushkin Industries.
Articles and Episodes
- “The allegory of the hawk and serpent” by Artemis Capital Management
- Anthony Pompliano Explains How To Protect Your Wealth During The Financial Crisis