This week’s best investing news:
Howard Marks: Real Estate Luminaries Series – Steers Center at Georgetown University (OakTree)
Stanley Druckenmiller on How AI is Dominating His Long Portfolio (Bloomberg)
Mohnish Pabrai’s Interview at the mint-Equitymaster Investor Hour (MP)
Jamie Dimon: The economy is still doing fine (CNBC)
Ray Dalio: US at Beginning of Late Big-Cycle Debt Crisis (Bloomberg)
Short seller Jim Chanos rolls his eyes at AI hype (Yahoo)
Michael Mauboussin – ROIC and the Investment Process (MS)
Zero-Day Options (Verdad)
The AI Revolution | ITK with Cathie Wood feat. Frank Downing & Will Summerlin (ARK)
Cheapskates Win (Humble Dollar)
More Bang for Your Buck (FEIM)
The Calm Before the Storm (Rudy Havenstein)
2023 Value Investing Conference | Keynote Speaker: Vicki Hollub (Ivey)
Peter Lynch: The Wisdom of Walking Away (Kingswell)
Universa’s Taleb on Inflation, Global Financial Markets, & Crypto (Bloomberg)
When Do Stocks and Bonds Move Together, and Why Does it Matter? (Econofact)
The Silent Strategy: How Strolling Unveils Hidden Stock Market Gems (Onveston)
Simona Mocuta – We Will See Considerable Easing by the Fed in 2024 (The Market)
Berkshire Hathaway and Fairfax AGM (Brian Langis)
Are International Stocks Worth the Bother? (Morningstar)
How Peloton Became a Victim of Its Own Success (Empire Financial)
Treasury’s $1 Trillion Debt Deluge Threatens Market Calm (WSJ)
Non-Linearity of Investing Process (Safal)
Jensen – Reasons to Be Fearful? It Depends (Jensen)
Transcript: Ramit Sethi (Barry Ritholz)
Sequoia Is Splitting Into Three VC Firms (Forbes)
This week’s best value investing news:
Deep Value Stocks Are Super Cheap. Why a Recession Isn’t a Worry (Barron’s)
The Case for Investing in Value Stocks (WSJ)
How the Value Trade Has Been Smoked by the AI Frenzy (Bloomberg)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra (TIP)
Value Stock Geek – Geeking on Value (Business Brew)
Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis (Meb Faber)
First Citizens Bank: The Bank Buyers (Business Breakdowns)
Seeking Persistent Growth in Technology Investing (Excess Returns)
Ramit Sethi: Investing Shouldn’t Be Your Identity (Long View)
Using AI to Explain Stock Moves (What Goes Up)
Jason Josephiac – Portable Alpha and Risk Mitigating Strategies (Flirting with Models)
No Equity In Equities (Grant’s)
A Tale of 2 Economies with Jared Dillian (Real Vision)
Chen Qiufan — AI 2041: 10 Visions of Our Future (EP.164) (Infinite Loops)
Rolex: Timeless Excellence (ILTB)
Matthew Cochrane: Growth, Moats, and Long Term Investing (VSG)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Global Factor Performance: June 2023 (AlphaArchitect)
How I Exit Short Strangles (ASC)
Quant Screening: Three Questions for Investment Managers (CFA)
Introduction to Farmland Investing (AllAboutAlpha)
This week’s best investing tweet:
AQR through II: U.S. Stocks Won’t Beat International Foreverhttps://t.co/sVShYlYgCZ
— Clifford Asness (@CliffordAsness) June 1, 2023
This week’s best investing graphic:
Can We Close the $11 Trillion Climate Investment Gap? (Visual Capitalist)
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