This Week’s Best Value Investing News, Podcasts, Interviews (3/18/2022)

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This week’s best investing news:

A History: War, Oil Prices, Inflation & Trade (Jamie Catherwood)

Crypto’s Confusing New Landscape (Verdad)

The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 1Q2022 (OakTree)

Buybacks On Course To Hit Another Record (Validea)

In Case You’re Wrong (Humble Dollar)

Are The Bond Vigilantes Back? (Felder Report)

Stanley Druckenmiller, Part 1: The Young Gun Finds His Game (Insecurity Analysis)

Berkshire’s Directors Have Skin in the Game (The Rational Walk)

The Word of the Day is “Soothing” (Epsilon Theory)

253: Constellation Software in One Graph, Cloudflare’s Model, Dan McMurtrie (Liberty)

Wise Words from Walter Schloss (Novel)

Mohnish Pabrai Calls Meta Platforms (FB: US) an “Easy Double”(SumZero)

College Town (Scott Galloway)

The History of U.S Dollar as a Reserve Currency (Uncommon Cents)

Richard Thaler: When You Think About Investing, Don’t Think About the News (NY Times)

Extremely Bad Decisions (Bevavioural Investment)

Highest-Earning Hedge Fund Managers (Institutional Investor)

The Difference A Day Makes (Brinker)

Q4 2021 Letters (Updated) (Reddit)

GMO: Deeply Discounted High Yield Index Products (GMO)

Greenwood Investors Q4 2021 Letter (Greenwood)

First Eagle, The Small Idea: Semiconductor Capital Equipment (FEIM)

Legendary investor Lee Cooperman: I’m more pessimistic and less than fully invested (CNBC)

The Secret to Braving a Wild Market (Jason Zweig)

We do not believe we’re heading for a recession: Matrix Advisors’ David Katz (CNBC)

Do Not Be Fooled by Earnings Adjustments – Focus on Cash Flow (Jensen)

Christopher Bloomstran’s Twitter thread on Berkshire’s latest proxy (CB)

Berkshire Hathaway Nominates Wally Weitz to Fill Open Board Seat (US News)

Company Highlight: Tractor Supply (Jensen)

Inflation rose 7.9% in February, as food and energy costs push prices to highest in more than 40 years (CNBC)


This week’s best value Investing news:

Cliff Asness: Value Stocks Are More Than Just an Interest-Rate Bet (Institutional Investor)

Explaining value and momentum with macroeconomic risks (Larry Swedroe)

Value Investors Shouldn’t Be Scared Off by War (Yahoo)

A Systematic Approach To Value Investing (Jupiteram)

Michael Price, Well-Known Value Investor, Dies at 70 (US News)


This week’s Fear & Greed Index:

Fear.


This week’s best investing podcasts:

Jake Taylor — Getting Better at Decision Making (EP.96) (Infinite Loops)

TIP431: The Big World of Microcaps w/ Ian Cassel (TIP)

The Mindsets That Define CEO Excellence (Barron’s)

Episode #399: Mary Childs, NPR’s Planet Money – Bond King Bill Gross (Meb Faber)

Marko Papic – A Multi-Polar World (Invest Like The Best)

Ep. 218 – Customer Experience is Key with Edwin Dorsey (Planet MicroCap)

Arjun Sethi – A Technology Company that Deploys Capital at Tribe (Capital Allocators)

Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management (Contrarian Investor)

Ten Great Investors Share the One Lesson They Would Teach the Average Investor (Excess Returns)

Elon Musk is working on a new secret master plan for Tesla (Ep. 561) (Dave Lee)


This week’s Buffett Indicator:

Overvalued.


This week’s best investing research:

Factor Investing Premiums and the Economic Cycle (Alpha Architect)

Time-Varying Risk Premia: Cochrane’s “Discount Rates” (CFA Institute)

Stock-bond correlation – Bouncing between safety and inflation stories (DSGMV)

The “Death” of the “Death Cross” (PAL)


This week’s best investing tweet:


This week’s best investing graphic:

The World’s Billionaires, by Generation (Visual Capitalist)

infographic showing the world's billionaires by generation

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