This Week’s Best Value Investing News, Podcasts, Interviews (1/20/2023)

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This week’s best investing news:

David Einhorn – Greenlight Capital Q4 2022 Letter (GC)

Regulating Crypto – Democratization and “The Bucket Shop Problem”  (Jamie Catherwood)

Oaktree’s Howard Marks on Markets, Fed Rates, Inflation (Bloomberg)

Inside the High-Yield Spread (Verdad)

What if Tesla Is…Just a Car Company? (WSJ)

Mastering the Mental Game of Investing (Davis Funds)

Pzena Investment Management Q4 2002 Commentary: Equity Investing in An Uncertain Macro Backdrop (Pzena)

Those Three Little Words That Investors Hate to Say: “I Don’t Know” (Kingswell)

US Will Dodge Recession and Markets Will Rally, Ariel’s Rogers Says (Bloomberg)

David Einhorn: The Pequod Returns Home (Neckar)

Looming Twitter interest payment leaves Elon Musk with unpalatable options (FT)

FOMO: The Worst Financial Trait (Collab Fund)

JPMorgan’s Jamie Dimon: Bitcoin is a ‘hyped-up fraud’ (CNBC)

Return Stacking in an Inverted Yield Curve Environment (FWM)

An Update from Our CIOs: 2022 Was a Tightening Year; In 2023 We Will See Its Effects (Bridgewater)

Death to Dividends (Humble Dollar)

Fisher Investments’ Founder, Ken Fisher, Discusses the Right Time to Do a Portfolio Review (FIsher)

Transcript: Jennifer Grancio, Engine No. 1 (Big Picture)

Bank of America CEO details mild recession outlook, Fed rate cuts, and more (Yahoo)

The Financial Media Goes Gaga For The Greenback, Part Deux (Felder)

Jamie Dimon Says Frank Acquisition ‘Was A Huge Mistake’ After JP Morgan Alleges Millions Of Fake Customers (Forbes)

Arnott: Put Money In Multi-Factor Strategies (Validea)

Bill Gates – Climate change, AI, and more from my latest AMA (Gates)

Uncorrelated Assets: An Important Dimension of an Optimal Portfolio (AQR)

An Iowa Farmer Tried to Dodge Stock-Market Turmoil. It Cost Him $900,000 (Jason Zweig)

China moves to take ‘golden shares’ in Alibaba and Tencent units (FT)

Inflation on a forward-looking basis is low, says Wharton’s Jeremy Siegel (CNBC)

4Q22 U.S. Value Strategy Newsletter: Shame on Me in 2023 (Smead)

Ron Muhlenkamp – Q1 2023 Letter (Muhlenkamp)

Meta Platforms: If You Build It, They Will Come (Wedgewood)

Dodge & Cox Q4 2022 Market Commentary (DC)

Akre Focus Fund Commentary Fourth Quarter 2022 (Akre)

Ariel Focus Fund Q4 2022 Commentary (Ariel)

Canadian National Railway Is a Cash Generation Powerhouse (Jensen)

This week’s best value Investing news:

Billionaire Leon Cooperman Shares Value Investing Wisdom And 2023 Stock Picks (Forbes)

The Value Factor and Deleveraging (AlphaArchitect)

Value Investing and Lifelong Learning with Cole Smead (Excess Returns)

Should I Turn to Turn to Value Investing in 2023? (Yahoo)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

Value Investing and Lifelong Learning with Cole Smead (Excess Returns)

Miles Grimshaw – The DNA of Software Companies (Invest Like The Best)

Episode #462: Porter Stansberry on a Possible Recession, Opportunities in Distressed Debt (Meb Faber)

Overcoming Frustrating Investments (PlanetMicroCap)

TIP515: The Little Book of Valuation by Aswath Damodaran (TIP)

Private Equity and the Game of ”Volatility Laundering” (Intelligent Investing)

How quants have changed equity markets (FWM)

Sam McRoberts — The Grand Redesign (EP.143) (Infinite Loops)

This week’s Buffett Indicator:

Fairly Valued.

This week’s best investing research:

Bond Investors Embrace Risk (AllStarCharts)

Undervalued or Overvalued, Where Do Equities Stand? (AllAboutAlpha)

Expected Returns for Private Equity Will Probably Suck (AlphaArchitect)

This week’s best investing tweet:

This week’s best investing graphic:

The Periodic Table of Commodity Returns (2013-2022) (Visual Capitalist)

periodic table of commodity returns 2022

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