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:
Overvalued.
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:
We are now in the longest 10-3 inversion in the data back to 1962.
214 days and counting. pic.twitter.com/eGqZoNZAxG
— Tobias Carlisle (@Greenbackd) September 21, 2023
This week’s best investing graphic:
Ranked: The Highest Paid CEOs in the S&P 500 (Visual Capitalist)
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