Weekend Reading – Bogleheads Conference, Brokers: IBKR, Scalable, Trade Republic & Xmas Books
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:
Modern luxury is the ability to think clearly, sleep deeply, move slowly, and live quietly in a world designed to prevent all four.
Featured
20 Christmas Gifts: Top Investing Books in English & Your Native Language (Banker on Wheels)
The holiday season is just around the corner, and finding the perfect gift for your loved ones can be a challenge. Why not consider a personal finance book this year? We’ve curated a list of investing classics suitable for friends and family, whether they’re beginners or seasoned investors. Our selection includes beginner-friendly books, geeky reads, or pathways to financial freedom. We also feature books for kids and options in various local languages for those who prefer reading in their native tongue.
Portfolio Construction
Asset Allocation
Uncovering the rich tapestry of emerging markets (M&G Investment)
Emerging markets (EMs) are often viewed through a narrow lens and treated as a homogeneous asset class. Simon Sharp and Dominic Howell seek to debunk some of the misconceptions about emerging markets and unveil the diverse range of potential opportunities that investors might be overlooking.
Currency Royale – Hedging Your Bonds (With 2025 Return Expectations) (Banker on Wheels)
Navigating the world of bonds can be a treacherous journey, especially when it comes to currency hedging. Can your strategy change based on your home currency? Does it matter if you invest in Euros, or Swiss Francs? Is the British Pound any different? What about other currencies? Is the decision to hedge impacted by your life situation and goals? In this guide, we’ll demystify the process and give you the tools you need to make informed decisions. We’ll examine academic research and insights from our hands-on portfolio management experience. Let’s dive in!
Understand Financial Markets
Latest Morgan Stanley Mauboussin Deep Dive: Charts From the Vault (Morgan Stanley)
The Consilient Research team spends a lot of time on, well, research. The reports we publish reflect this effort. But there are times when we study a topic and either do not write about it, or a subject gets limited attention because it plays a small role in explaining something larger. As a change of pace, we have decided to publish some of our favorite charts that went unused or got lost in the shuffle.
How To Invest
Active Investing
Factor Investing
- The Efficient Market Hypothesis vs. Roaring Kitty (Research Affiliates - Paywall)
- Trend-following with stops reduces drawdowns (mrzepczynski)
- Navigating an idiosyncratic quasi-sovereign credit event to an alpha accretive outcome (GMO)
- Round Table Discussion: Managed Futures / CTAs (Hedge Nordic)
- How Value Stocks Can Strengthen Your Portfolio (Morningstar)
Discretionary Investing
- Enhancing the Inverse Volatility Portfolio through Clustering (SSRN)
- Why is Singapore equity attractive to investors? (FTSE Russell)
- Aswath Damodaran: The Corporate Life Cycle: Business, Investment, and Management Implications (Talking Billions)
- The Top Performing S&P 500 Stocks in the Last Two Decades (Visual Capitalist)
Alternative Asset Classes
On episode 151 of Ask The Compound, Ben Carlson and Duncan Hill discuss the importance of diversification as a young investor, if younger generations are getting left behind, if it's too late to buy Bitcoin, financial planning using ChatGPT. On this week’s show we also touched on questions about diversification as a younger investor, a pep talk for younger generations, financial planning with Chat GPT and paying down your mortgage vs. investing in fixed income.
- Apollo CEO: Private Markets, Investment Alpha and Risk Management (Norges Bank Investment Management)
- Hedging hedge funds have higher (h)returns (Joachim Klement)
- Mutual Funds & Unicorns: Will Public and Private Equity Markets Finally Converge? (Morningstar)
- Matt Hougan on Responsible Crypto Investing (Ritholtz)
Wall Street
Bad Bets
ETFs
UCITS ETFs
LifeStrategy ETFs With 2025 & Beyond Eeturn Expectations (Banker on Wheels)
Your friend’s stock first skyrocketed, then hit a plateau, and ultimately lagged behind the market. Sound familiar? That’s because it’s a tale as old as time. He’s now so attached to it, he can’t bear to sell. Imagine a world where he didn’t agonise over every buy or sell. A world without the balancing act of portfolio rebalancing. He probably hasn’t even heard of Vanguard LifeStrategy. And with the hefty fees his financial advisor charges, that’s hardly surprising. Enter a quasi Golden Retriever Portfolio in a single fund. Let’s dive into why every investor should at least give it a glance.
US ETFs
Wealth Management
Personal Finance
2024 Bogleheads Conference (Bogleheads)
The John C. Bogle Center for Financial Literacy had their 2024 conference in Minneapolis, Minnesota from September 27 - 29, 2024. You can now view the recordings of the presentations on September 28th and 29th from the action-packed agenda below. In addition, you can access the Bogleheads University presentations from September 27th. Enjoy!
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Platforms
Trade Republic Review - A Single Market Maker PFOF Broker
Trade Republic directs all their trades to the Lang & Schwarz Exchange. The LS Exchange has Lang & Schwarz TradeCenter KG as the sole market maker. Single market maker exchanges are opaque, and may not be fully competitive according to numerous NCA studies. Until recently, some of its Managing Directors also were also involved with Lang & Schwarz Exchange, which may have led to conflicts of interest.
- Scalable Capital Review: Decent for Small Investors, Not Ideal for Larger Portfolios (Banker on Wheels)
- IBKR warns whether they can liquidate positions in orderly fashion (Banker on Wheels)
- Commission-Free Brokers: Are You Trading Or Being Traded? (Banker on Wheels)
- PFOF: Boy those retail traders are lucrative (Joachim Klement)
- Wise Business Review: Pros & Cons (Banker on Wheels)
(Early) Retirement
What’s a Safe Retirement Spending Rate for 2025? (Morningstar)
In-retirement spending strategies typically balance two competing priorities: maximizing the retiree's own consumption or leaving a bequest for loved ones or charity. In this year's research, we introduce a new metric—spending/ending ratio—to help retirees assess how various retirement spending strategies balance those competing priorities. Flexible portfolio-spending strategies, delaying Social Security, and purchasing annuities can all help lift lifetime income while shrinking the amount available as a bequest.
- Back to Basics: Finding Balance in Financial Independence (ChooseFi)
- "Katie shares her journey towards FI, discussing the struggles she faced as a resistant partner and her eventual embrace of the FI lifestyle (ChooseFi)
- Rethinking Bonds: How to Strengthen Your Retirement Portfolio in Today’s Market With David Braun (Peter Lazaroff)
Financial Advice
- 20 Lessons From 20 Years of Managing Money (A Wealth of Common Sense)
- Top 11 Reasons that People Reach Out to Us for Financial Planning Help (Financial Planning)
- Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg (Vanguard)
- Motivational Interviewing for Financial Advisors (Standard Deviation)
Design Your Lifestyle
Personal Development
Health & Wellness
Careers & Entrepreneurship
Travel
The Trans Dinarica: A new 5,500km bike trail connecting one of Europe's most remote regions (BBC)
Linking eight Balkan nations, the new Trans Dinarica cycling trail twists through some of the continent's most stunning – and least-visited – landscapes.
Two small dogs ran towards me, happily wagging their tails. I was tempted to play with them, but a long gravel ascent lay ahead and I wanted to be on the other side of the Sinjajevina mountain before the looming storm. "Go home!", I told the dogs, worried they would get lost if they followed me, but they didn't listen.
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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