Art of Boring was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

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1/Ntelligence™: Our take on portfolio construction | EP88

CIO Paul Moroz walks us through his “best practices” portfolio construction checklist.

July 7, 2021 27 Mins
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On modern monetary theory

We explore the evolution of Modern Monetary Theory (MMT) and the notable economic ideas on which it is based. We highlight some notable criticisms and discuss implications of MMT for economic policy and financial markets.

June 30, 2021
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Why investors really need to understand the mechanics of Bitcoin | EP87

Opening the Pandora’s box of Bitcoin, societal trust, and why investors might not, but need to, fully understand the technology.

June 16, 2021 50 Mins
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Where I’m seeing value in emerging markets

I’ve been revisiting Philip Fisher’s Common Stocks and Uncommon Profits recently. Scanning the opportunity set in emerging markets, I’ve been trying to imagine what Fisher would have made of the current investment landscape.

May 26, 2021
Playing the plan Mawer U.S. equity portfolio EP86

Playing the plan: Mawer’s U.S. equity portfolio | EP86

“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.

May 19, 2021 35 Mins
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Deep dive: The pharmaceutical industry | EP85

A close look at our research methods to understand trends, opportunities, and challenges in the pharmaceutical industry.

May 5, 2021 38 Mins

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