Weekend Reading – Big Week In Factor Investing: Two Managed Futures ETF launch & Tune Out The Noise Movie
Weekend Reading is a collection of Investment Research and Lifestyle topics from all corners of the Web. We source the highest quality insights from Wall Street and Main Street that you may apply to your investment process. Unlike the rest of Bankeronwheels.com, this series is provided without additional guidance. As usual, everything is to be used at your own risk. Below is the type of content we shortlist:
Embrace the uncertainty. Some of the most beautiful chapters in our lives won't have a title until much later.
Featured
Long Term Investing: How the New Landscape May Impact Your Portfolio (Banker on Wheels)
Fifteen years ago, as a newly minted junior portfolio manager, I sat down with a seasoned VP—now a partner at one of the largest hedge funds. He taught me that successful multi-asset portfolio management is all about identifying a few – rare in one’s career – macro shifts, and then riding them for a number of years. We may be witnessing one of these shifts. Questions from our readers imply you, too, also intuitively sense it. For most of us, this isn’t about predicting the future—especially from a hectic newsflow that only lasted for a couple of months. But to understand how assets may behave.
Portfolio Construction
Asset Allocation
Now A Good Time To Invest? No. A Great Time (cambria)
If there was a hall of fame for “horrible ideas,” you could make a strong case that Dick Rowe’s fateful decision in 1962 should be at the top. Rowe was the Decca Records executive who turned down a chance to sign The Beatles. Why, exactly? As the story goes, he said “the Beatles have no future in Showbusiness… Groups are out; four-piece groups with guitars, particularly, are finished.” So, who did Decca sign instead? “The Tremeloes.” Horrible idea. In the investment world, is there such a “horrible idea” equivalent?
Understand Financial Markets
- The Concentration Conundrum; What to do about market dominance (Goldman Sachs)
- A step forward for Europe (Amundi)
- Never Root for a Recession (Of Dollars and Data)
- Tariffs Aren’t the True Cause of the Markets’ Selloff (Morningstar)
- Investing Politics: Globalization Backlash and Government Disruption! (Aswath Damodaran)
How To Invest
Enrich Your Future: A Review Of Larry Swedroe’s New Book (Banker on Wheels)
Larry Swedroe is a renowned investment professional and prolific writer, known for his influential work in promoting evidence-based investing. Larry is also Banker on Wheels contributor. Over his decades-long career, he has helped shape the industry and has written 18 books advocating for low-cost, robust and diversified portfolios. Larry offers some wisdom after decades in this industry on what it takes to succeed in both investing and life, including how to build a solid portfolio and, if needed, find the right advisor.
The One Internet Forum That Will Get You Through Stock Market Chaos (Slate)
The past few weeks of stock market whipsawing have been a gut check for internet communities that swelled in numbers during the usually excellent markets of the past five years. The WallStreetBets subreddit that came to prominence during the 2021 GameStop moment is a digital watering hole for people who think they can make a buck whether the markets are going up or down. Things have not been happy at WSB, as any scroll through the most-upvoted posts of the past month would reveal.
Active Investing
Factor Investing
Tune Out the Noise. The documentary is now available for streaming on YouTube for U.S. audiences as of March 2025, with plans to expand availability to other regions later this year (Dimensional Funds)
Academy Award-winning filmmaker Errol Morris (The Fog of War, The Thin Blue Line) turns his lens to an unlikely cast of upstarts who transformed the investment landscape in the documentary Tune Out the Noise. The film chronicles a group of academics at the University of Chicago in the 1960s whose groundbreaking research challenged Wall Street’s status quo and was used by firms like Dimensional Fund Advisors to disrupt traditional methods of investing, ultimately reshaping the way the world views markets.
Discretionary Investing
Turning tides in Emerging Markets (GQG Partners)
Following a prolonged bear market, emerging markets appear to be experiencing a resurgence, fueled by improved economic policies, healthier banking sectors, reduced leverage, and robust corporate earnings. We believe countries like India, Indonesia, and Brazil offer compelling investment opportunities, with companies offering strong earnings growth and attractive valuations.
Alternative Asset Classes
How to Use Commodities in Your Portfolio (Morningstar)
Commodities are typically defined as raw materials or basic agricultural products that are interchangeable with other products of the same type. In this article, I’ll focus mainly on indexes based on commodity futures, as well as funds and exchange-traded funds that focus on commodities. Another note: I covered gold in another edition of Portfolio Basics, but gold is also a commodity and currently makes up about 14.3% of the Bloomberg Commodity index.
Wall Street
Bad Bets
ETFs
UCITS ETFs
DBi launches managed futures UCITS ETF in Europe (ETF Stream)
Managed futures have returned to Europe's ETF roster with alternative investment specialist DBi launching an ETF share class of its existing Luxembourg-domiciled mutual fund, ETF Stream can reveal. The iMGP DBi Managed Futures Fund R USD ETF (DBMF) carries a total expense ratio (TER) of 0.75% and is listed on Euronext Paris with a further listing on the London Stock Exchange to follow.
The Definitive Guide To Equity Index Investing (Banker on Wheels)
This guide is Bankeronwheels.com’s deep dive into Equity Index Investing. We approach Equity Index Investing by: Showing investors what matters when thinking about different asset classes. Shortlisting the very best ETFs as a starting point for their analysis. Why Is Our Guide Different? First, We design Selection Frameworks. Then, We Select The Best Equity ETFs. Finally, We Consider All Audiences.
US ETFs
Wealth Management
Personal Finance
- Intersectionality And Money: Why Financial Planning Is More Personal Than Finance (Financial Life Planning)
- The value of long-term thinking in financial decision-making (ChooseFi)
- How to spot bad tax advice (Fast Company)
- Billionaire Migration Over the Last Decade (Visual Capitalist)
- Why holding too much cash could cost you (Vanguard)
Platforms
(Early) Retirement
Becoming FREE – Part 2: An Alternative To FIRE (Financial Independence, Retire Early) (Banker on Wheels)
Bankeronwheels.com is dedicated to helping you become Financially Independent. But, some of our readers want to go even beyond that and target Early Retirement. They may be part of the Financial Independence, Retire Early Movement (known as “FIRE”). But beware, as the plan may back-FIRE (pun intended). Today, Romain gives his perspective on an alternative way of looking at Early Retirement. We hope it makes your journey easier.
Financial Advice
Design Your Lifestyle
Personal Development
- Why People Won’t Change Their Mind (A Wealth of Common Sense)
- How to learn a language like a baby (The Conversation)
- Go outside, ditch the phone, get humble: my top 10 Scandi life lessons after a decade in Denmark (Guardian)
- The Art of Pivoting (e.g., Odeo to Twitter), Strategic Quitting, The Dangers of Premature Scaling, Must-Read Books, and More (The Tim Ferris Show)
- How I’m Decluttering My Life This Spring (Ryan Holiday)
Health & Wellness
Careers & Entrepreneurship
JobsRanked: 2025’s Best Countries to Live and Work (Visual Capitalist)
Switzerland ranks 1st, driven by high earning potential, career growth, and economic mobility. The country is also home to seven of the world’s top 250 universities. In second, Singapore’s economy has consistently been ranked as the most open in the world. The country also offers a progressive education system and a vibrant urban environment. n third place, the U.S. offers the EB-5 Immigrant Investor Program, providing a streamlined path to permanent residency.
Travel
Wapusk Trail: The World’s Longest Winter Road (Bikepacking.com)
In 2020, Buck Miller, Ryan Atkins, and Eric Batty set out to tackle Canada’s 721-kilometer Wapusk Trail from Peawanuck, Ontario, to Gillam, Manitoba. Five years later, you can finally watch the 30-minute film they produced from the remote expedition. Find it with a stunning collection of photos and a daily journal here… Five years ago seems like just last year. At the same time, it also feels like a lifetime ago. So much has happened in the world since then.
Tech & Economy
Economy
Tech & Science
And Finally
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
Trade Wars, Real Wars, but Equities Close To All-Time Highs: Is It A Good Time To Invest?
7 Reasons Why Japan May Be Your Next Cycling Adventure
Nomads in 2026: Genki vs SafetyWing – Which Travel Insurance Wins?
How You Can Cycle The World – A Practical Guide
Weekend Reading – Vanguard Cuts Fees across 15 ETFs & IBKR launches prediction markets
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