This Week’s Best Value Investing News, Podcasts, Interviews (7/1/2022)

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This week’s best investing news:

Short-term momentum and reversals (Verdad)

Howard Marks, Talks At Goldman Sachs (GS)

Fear Is Missing From This Bear Market (Validea)

Wealth vs. Getting Wealthier (Collaborative Fund)

How to Succeed as a Sell Side Trader (Epsilon Theory)

When The Smart Money Says ‘Sold To You’, Part Deux (Felder Report)

What’s Wrong, Warren? Berkshire Hathaway Stock Has Been Hit Hard in June (Barron’s)

Hey man, nice chart. (Rudy Havenstein)

Oaktree’s Howard Marks on an aggressive hunt for bargains (AFR)

Harsh Reminder (Humble Dollar)

Time is ripe to snap up bargains, says debt investor Howard Marks (FT)

Cost of Admission (Barry Ritholz)

Investing as a Lifestyle Choice (Morningstar)

The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 2Q2022 (OakTree)

We are in a mild recession: Wharton’s Jeremy Siegel (CNBC)

Elon Musk once laughed at Warren Buffett–backed BYD. Now, the EV maker is on such a hot streak not even a pollution scandal can stop it (Fortune)

Meta Plunge Lures Value Buyers as Growth Funds Flee (Yahoo)

Average Investors Should Try and Time Markets (Bloomberg)

Make Haste Slowly (Chris Mayer)

John C. Malone – Chairman – Liberty Media LLC (Business Panama)

When Bonds Do Not Hedge Stocks (Morningstar)

Good-Bye Robin Hood (Barry Ritholz)

A Recession is Not Preordained (Brinker)

SPACs wipe out half of their value as investors lose appetite for risky growth stocks (CNBC)

My Advice to a Young Investor (Safal)

Kraft Heinz Inks Power Purchase Pact With Berkshire Hathaway Energy Business (Yahoo)

Ackman Says Bond Market May Be Misreading the Fed Due to Powell (Bloomberg)

Ken Fisher: Time in the Market, Not Timing the Market (Fisher)

6 Things To Know About Stock Market Crashes and Downturns (Morningstar)

How to Start Investing, Even in a Bear Market (NYT)

The big banks are much better businesses than they were decades ago, says Oakmark’s Bill Nygren (CNBC)

Cash as an Inflation Hedge: Revisited (Morningstar)

Guy Spier: Our brains didn’t evolve for a modern economy (Investors Chronicle)


This week’s best value Investing news:

Value Investors Bet Recent Market Leadership Is Just the Start (WSJ)

Is the Value Run Over? – When “All Else Equal” Is Rarely True (Brandes)

Tweedy Browne – Price Matters Again (The Market)

GMO: Time to Jump Aboard the Value Train (GMO)

How I Invest My Own Money: Robust to Chaos (Alpha Architect)


This week’s Fear & Greed Index:

Extreme Fear.


This week’s best investing podcasts:

What’s driving the debt crisis? with Ray Dalio (Hustle Daily)

Episode #426: The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely (Meb Faber)

TIP461: The Next Investing Revolution w/ Jim O’Shaughnessy (TIP)

#141 Kunal Shah: Core Human Motivations (Knowledge Project)

How Do You Solve a Problem Like Stagflation? (Real Vision)

William Green – The Man Behind The Books (Business Brew)

Kenneth Stanley – Greatness Without Goals (Invest Like The Best)

Expert: Steve Baxter – Life as a serial entrepreneur, investor, mentor… and shark (Equity Mates)

The Case for Long-Term Value Investing with Jim Cullen (Excess Returns)

Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth (Focused Compounding)


This week’s Buffett Indicator:

Fairly Valued.


This week’s best investing research:

Combining Factors in Multifactor Portfolios (AlphaArchitect)

Credit Spreads Favor the Bears (AllStarCharts)

Case-Shiller city price tiers – Low-end (cheaper) homes are riskier than high-end homes (DSGMV)


This week’s best investing tweet:


This week’s best investing graphic:

33 Problems With Media in One Chart (Visual Capitalist)

problems with media v1

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