INBOX

Having a cluttered inbox is one of those things that has never really bothered me the same way it seems to bother others. I’m probably closer to Inbox Infinity than Inbox Zero. That’s not to say that I’m not regularly removing myself from distribution lists that I either didn’t sign up for or am not getting any value from.

I’ve written before on the importance of incorporating trusted filters into your learning process. Who to read, who to listen to, who to follow. Today I wanted to share a list of the various morning notes, newsletters, media sources and research providers that I regularly allow into the sacred space that is my email inbox.

Daily

• MFWire – a fantastic news aggregator for all things mutual funds, ETFs and the asset management industry at large.
• Howard Lindzon – I envy Howard’s ability to write daily, no matter what. Always entertaining, and always concise and to the point.
• Fred Wilson’s A VC blog – Fred provides some great perspectives from the world of Venture Capital, and I appreciate his commitment – much like Howard – of writing something each and every day.
• Abnormal Returns – The O.G. of link-fests, AR has been a part of my daily routine for years now.
• The Essential II (Institutional Investor) – I’ve always worked almost exclusively with individual investors, but have long been fascinated by the world of institutional allocators. This daily email provides 3-4 article links relevant to the institutional investment world.
• CityWire RIA – the team at CityWire has their finger on the pulse of the RIA industry and always keep me up to speed on the latest developments in the space.
• Virtu Morning Note – most know Virtu as one of the industry’s premier market-makers and liquidity providers. They also happen to write a great daily note for traders and investors. Every morning, they provide a quick synopsis of what’s happening across global financial markets as well as insight into ETF flows and trends based on what they’re seeing on the trading desk.
• The Daily Pitch from PitchBook – The world of private markets is a bit outside my regular wheelhouse. My morning email from PitchBook keeps me up to speed on private capital markets. Their analysts put our some great research notes as well.
• Savvy Investor – This research and knowledge network for institutional investors delivers a bevy of white papers and articles from all across the investing landscape.
• A Wealth of Common Sense – I’m still in awe of Ben Carlson’s ability to crank out high quality content pretty much every single day. Ben’s posts are among the most shared internally among my colleagues.
• The Irrelevant Investor – It’s pretty rare that I miss anything of Michael’s from scrolling Twitter, but just in case I do, the email reminder serves as a nice backup.
• Matt Levine’s Money Stuff – I was late to the Matt Levine party, but hoo-boy is his stuff good. Incredibly insightful and hilarious commentary on the latest happenings in the world of finance.

Weekly

• The Bespoke Report – Although it is for subscribers only, this deep-dive weekly report on markets and macro is worth the price of admission.
• FinTech Collective – My go-to newsletter for all things FinTech
• Newfound Research – Corey Hoffstein and his team at Newfound are some of the smartest quants I know. I’m always impressed by the creativity and thoroughness of their research.
• Of Dollars and Data – Nick Maggiulli, a.k.a. Nicky Numbers, is nothing if not consistent. Week in and week out, Nick writes some of the best blog posts out there, leveraging his data analytics skills to tackle some of investing’s most vexing problems.
• Verdad Weekly Research – Dan Rasmussen and his team at Verdad Capital are on a mission to mythbust the mysterious world of private capital. Their weekly notes have become a must-read to gain a better understanding of what is fact and what is fiction within the world of illiquid investments.
• James Clear’s “3-2-1” Newsletter – This is a relatively new addition to my newsletter arsenal. I love the format of it, too. Clear, the author of Atomic Habits, provides 3 ideas from himself, 2 quotes from others, and 1 question for you, the reader.
• Michael Kitces Weekend Reading for Financial Planners – I can think of no better source than Michael Kitces to curate a weekly link-fest to the best financial planning articles and posts.
• CAIA All About Alpha Weekly Digest – The CAIA designation is the gold standard for Alternative Investments and this weekly digest usually has a handful of great links to a variety of alts related research and commentary.
• Weekly Recap from Alpha Architect – Wes, Jack and Co. at Alpha Architect produce some incredible stuff. In addition to their own research efforts, they also summarize the latest academic white papers, as well as share guest posts from the likes of Larry Swedroe and Andrew Miller. This weekly synopsis is a great way to stay on top of their latest and greatest.
• Epsilon Theory Premium Weekly Digest – I’m a proud, card-carrying member of the Epsilon Theory “pack.” Ben Hunt and Rusty Guinn are two of the most prolific writers in finance today. The weekly digest email ensures I don’t miss a thing.
• Collaborative Fund – a weekly reminder that Morgan Housel is the best finance writer of our generation. This weekly email from Collaborative Fund also includes links to some great third-party reads as well.
• No Mercy/No Malice – Author and NYU Business School Professor Scott Galloway’s can’t-miss weekly takes on tech and relationships in the digital economy.
• The Weekly from adventur.es – this newsletter was designed with the small to mid-sized business owner/operator in mind. The team at adventur.es does an excellent job curating and annotating a diverse lineup of articles each week.

Monthly

• Patrick O’Shaughnessy’s Reading List – In addition to his podcast, Patrick’s book club has been an indispensable resource over the years. The breadth of his recommendations has been remarkable, and has led me to some wonderful reads that I otherwise would likely have never encountered.
• Capital Allocators Monthly – Ted Seides’ Capital Allocators podcast is a part of my weekly routine and so is his monthly email, which recaps some of his latest episodes and introduces some of the best content that Ted has come across.
• Matt Hougan’s Bitwise Monthly Investor Letter – I’m not immersed in the crypto space on a day-to-day basis, but I always like to stay abreast of what’s happening in the world of Bitcoin, blockchain and digital assets. Matt does an excellent job for experts and noobs alike.
• Technology Tools for Today (T3) Newsletter – a great resource for the latest news and trends related to technology within the financial advisor industry.