This week’s best investing news:
Lead/Impact Webcast with John Nicola & Howard Marks (Nicola)
HFA Fireside Chat with Hedge Fund Manager Joel Greenblatt (HFA)
Japan’s Value Mandate for Reform (Verdad)
Ray Dalio Talks About The Changing World Order (Forbes)
Crypto’s Bucket Shop Problem (Jamie Catherwood)
Jim Rogers – A Macro and Markets Deep Dive (Real Vision)
Current Rally Features A Few Star Stocks (Validea)
David Herro – The days of free money are over (CNBC)
George Soros hands reins of $25bn empire to son Alex (BBC)
Two Dollars to Win (Humble Dollar)
Warren Buffett’s Japan bets have nearly tripled in value to north of $17 billion in under 3 years (Yahoo)
What Are We Even Doing? (Ep Theory)
Charlie Bobrinskoy – The odds of a recession are less than 50/50 (CNBC)
There has been no “QT.” (Rudy Havenstein)
Hedge fund billionaire Ken Griffin: AI hype a ‘terrible mistake’ (Fortune)
The Gospel According to Charlie (Kingswell)
Tiger Global Among Hedge Funds Riding AI Mania to May Gains (Bloomberg)
Surviving Markets: Why Great Investors Are Rare (Neckar)
David Katz – Stocks are poised to go higher, says Matrix Asset Advisors’ (CNBC)
What Did Buffett See in AAPL in 2016? Coca-Cola (Value Investing)
Are You Making These 5 Common Portfolio Mistakes? (Morningstar)
2023 Value Investing Conference | Keynote Speaker: Anthony Scilipoti (IVEY)
Transcript: Mathieu Chabran (Big Picture)
Thematic Investing: Just Say No (Morningstar)
Jeffrey Gundlach’s Macro and Market Views at mid-2023-6-6 (DoubleLine)
Jeremy Siegel – The Fed will give up rate hikes if labor market begins to falter (CNBC)
Polen Capital Management: Outlook on Digital Payments (Polen)
This week’s best value investing news:
Long-Only Value Investing: Size Doesn’t Matter! (Alpha Architect)
Leverage Value Investing Opportunities Amid Fed’s Hawkish Pause (Yahoo)
GMO – Jump In The Deep End (GMO)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott (Excess Returns)
Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution (Meb Faber)
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On (FC)
Scott Goodwin – Know The Names (Invest Like The Best)
Tesla, Coinbase, & ARK’s Cathie Wood 6/09/23 (Squawk Pod)
Jeremy Schwartz: Why Stocks Are Good Inflation Hedges (Long View)
Replicating Babies, Trend Following, Hedge Funds, and Warren Buffett with Corey Hoffstein (RCM)
Ethan Mollick — How AI Changes Everything (EP.165) (Infinite Loops)
#168 Adam Robinson: Positioning Yourself For Success (Knowledge Project)
Expert: Matt Barrie – Why house prices are the cause of today’s cost of living crisis (Equity Mates)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
A Sea Change: Howard Marks, CFA, on the End of Easy Money (CFA)
Don’t Be Average. Average Traders Lose (ASC)
The replication problem in finance – You don’t get what thought (DSGMV)
Diversification versus Hedging (AllAboutAlpha)
This week’s best investing tweet:
If you can’t handle being criticized for your convictions/positions then you aren’t ready to make real money. Successful investing means doing independent research to form independent conviction so you can stand alone.
— Ian Cassel (@iancassel) June 15, 2023
This week’s best investing graphic:
10-Year Annualized Forecasts for Major Asset Classes (Visual Capitalist)
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