This week’s best investing news:
Jeremy Grantham presentation to LiveWire Markets (LiveWire)
PIPE-Works and PIPE-Dreams (Part I) (Verdad)
Terry Smith – medirectalk 12 July 2023 (MedirectMalta)
The Long Game: Why Patience and Perspective Matter in Investing (Validea)
Aswath Damodaran – Market Bipolarity: Exuberance versus Exhaustion! (AD)
In Conversation with Cathie Wood (Morningstar)
‘Dumb Money’ Exposes the Baffling Allure of Bad Investment Advice (NYT)
Billionaire investor Bill Ackman: I’m a Warren Buffett devotee (CNBC)
Think Bigger (Scott Galloway)
Ray Dalio Says Returns Make Cash ‘Relatively Attractive’ (Bloomberg)
2023: Q3 Returns (Novel)
Spiraling Toward A ‘Debt Crisis’? (Felder)
Jamie Dimon’s ‘Swimming Naked’ Riff Spooks Markets (Forbes)
GMO – Beyond The Landing (GMO)
Transcript: Gary Cohn (Barry Ritholz)
Almost irresponsible. (Rudy Havenstein)
Guy Spier Interview with New Money (New Money)
Warren Buffett’s Advice to LeBron James Pays-off for Long-Term Investors (CMQ)
Leon Cooperman: I Have Ambitious Goals (CNBC)
One Less Vulnerability (Epsilon Theory)
Jeffrey Gundlach Says It’s It’s ‘T Bill and Chill’ Time for Bond Investors (WSJ)
Economic Moats: The Key Ingredient for Sustainable Dividends and Buybacks (Flyover)
Warren Buffett is right to be ‘proud’ of Japan’s trading companies (NikkeiAsia)
The Thin Line Between Bold and Reckless (Morgan Housel)
LearCast interview with Jim Rogers (LearCast)
Dan Loeb’s Hot Hand Goes Cold (WSJ)
JRo interview with Bill Nygren (JRo)
At Long Last, Bonds Once Again Matter (Morningstar)
US Government Shutdown: Is There Signal in the Noise? (FEIM)
This week’s best value Investing news:
International Value Stocks Offering “More Bang for the Buck” (AlphaArchitect)
Someone Likes Value (HumbleDollar)
Jake Taylor – An Investment Hygiene Blueprint (MicroCapClub)
Value Equities Time to Fly: Citywire (Third Avenue)
Tobias Carlisle: Part 2 (ValueStockGeek)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Lessons From 30 Years as a Value Investor | Steve Romick (Excess Returns)
Rick Buhrman & Paul Buser – Find Your X, Nurture Your N (ILTB)
Episode #502: Mikhail Samonov – Lessons from Two Centuries of Financial History (Meb Faber)
#177 Shane Parrish: A Glimpse Into Clear Thinking (Knowledge Project)
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341) (Capital Allocators)
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs (The Memo)
Expert: Amit Goel – Two stocks benefiting from the changing global supply chains | Fidelity (Equity Mates)
Should You Worry About The Next Recession? – Conversations with Vitaliy – Ep 7 (Vitaliy)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Las Vegas is an Excellent Short Premium Seller (ASC)
Harnessing the Wisdom of the Crowd to Mitigate Down-side Risk (AllAboutAlpha)
A Mixed Outlook? The Banking Sector and Its Three Key Drivers (CFA)
Charlie Ellis, the loser’s game, and hedge fund management (DSGMV)
This week’s best investing tweet:
I love the stock market, but personal finances are 10X more important than stock picking.
Here’s the step by step process to make your finances bulletproof: pic.twitter.com/FejgE8n9u8
— Brian Feroldi (🧠,📈) (@BrianFeroldi) October 4, 2023
This week’s best investing graphic:
All of the World’s Exports by Country, in One Chart (Visual Capitalist)
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