This Week’s Best Value Investing News, Podcasts, Interviews (9/22/2023)

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This week’s best investing news:

Jim Chanos Talks Short Bets, China Risks and “Dumb Money” (Bloomberg)

All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order (All-In)

Understanding Bank Stocks (Verdad)

Steven Romick – Portfolio Lessons: Navigating Market Cycles (WealthTrack)

Jeremy Grantham Says This Year’s Rally Was a Head Fake That Is Doomed to Fade (Yahoo)

Direct Indexing | How it Works and Whether It Is Worth It for Investors (Validea)

Bridgewater Associates – How Shipping Helps Explain the World (Bridgewater)

What If Disinflation Turns Out To Be Transitory? (Felder)

GMO Commentary: Turbulence on the Path to Transformation (GMO)

The Dot Plot IS Forward Guidance (Ep Theory)

Rise of the Ronin (Humble Dollar)

Pzena Investment Management: Finding Gems In The Trash Heap (Pzena)

Interviews with Lee Ainslie, Chris Mayer, and Stanley Druckenmiller (Empire)

Podcast Interview with Chris Bloomstran (TIP)

“People hate inflation. Hate it.” – Jerome Powell (Rudy Havenstein)

What is still relevant in Benjamin Graham’s “The Intelligent Investor.” (Monevator)

Family of Value: The Davis Dynasty (Neckar)

Transcript: Elizabeth Burton, Goldman Sachs Asset Management (Barry Ritholz)

First Eagle Investments: September Views from First Eagle Global Value Team (FEIM)

RV Capital Semi-Annual Podcast (RV)

This week’s best value Investing news:

Qualitative vs. Quantitative Value Investing (Value Stock Geek)

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing (Meb Faber)

Value Investing 2.0: The Better P/E Ratio (Money & Markets)

Value investing: Out of favor or out of time? (Chattanooga Times)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

Ep 404. The Number One Trait of Top Investors: A Money Mindset (FC)

Michael Simanovsky – A Platform Approach to Real Estate (ILTB)

VANCOUVER 2023 Investor Keynotes (Planet MicroCap)

Martin Lau: Revisiting the Case for Investing in Chinese Stocks (Morningstar)

MH+ Ep.12: Patrick Talks Charts With Chase Taylor (Market Huddle)

Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap? (Intelligent Investing)

#176: Dr. Leah Lagos and Joe Mazzulla: Control Your Heart, Conquer Your Stress (Knowledge Project)

#26 The Pragmatist (Stephen Clapham)

Michael Munger on How Adam Smith Solved the Trolley Problem (EconTalk)

Expert: Christian Baylis – There’s finally money in bonds | Blossom (Equity Mates)

Conservative Investing – Using Trend Following to Manage Risk and Drawdowns (Excess Returns)

This week’s Buffett Indicator:


This week’s best investing research:

March for the Fallen 2023: Detailed Logistics Outline and What to Expect (AlphaArchitect)

Young Aristocrats (September 2023) (ASC)

Small Caps: Party Like It’s 2000? (CFA)

This week’s best investing tweet:

This week’s best investing graphic:

Ranked: The Highest Paid CEOs in the S&P 500 (Visual Capitalist)

Highest Paid CEOs of S&P 500

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