This week’s best investing news:
Charles Munger Interview (Acquired)
Robin Hood NYC 2023 Fireside Chat Stan Druckenmiller and Paul Tudor Jones (Heller House)
‘Awfully easy money’: Charlie Munger praises Warren Buffett’s big bets on Japan (CNN)
Todd Combs on Berkshire, Shorting, and Strategy (FC)
Chris Davis – What I’ve Learned From Warren Buffett & Charlie Munger (TIP)
Bill Ackman makes $200mn from bet against US Treasuries (FT)
How Does the World’s Largest Hedge Fund Really Make Its Money? (NYT)
Aswath Damodaran on luck and stepping outside the echo chamber (Morningstar)
Bridgewater – Co-CIO Greg Jensen Shares Our Outlook for Economies and Markets (Bridgewater)
Ian Cassel on obsessing over what is right (Morningstar)
Beyond Risk Parity (Verdad)
Michael Mauboussin – CLV in Action: You’re Doing Corporate Valuation Wrong! (Theta)
Quantifying Self-Attribution Bias (Validea)
Transcript: Michael Carmen, Wellington (Big Picture)
Testing The Financial Structures Inspired By Easy Money (Felder)
How This Year’s Hottest Investment Could End Up Costing You (WSJ)
Wake up in the morning, where’s my little China gold? (Rudy Havenstein)
The People Who Lost Serious Cash on NFTs (Vice)
Peter Cundill: An Investing Book Discussion (VSG)
Jim Grant – People Are Still Trying to Deal with the Shock of Much Higher Rates for a Long Time (The Market)
Chris Mayer on the importance of withstanding drawdowns (Empire)
Wharton’s Jeremy Siegel: I do think we’re going to have a year-end rally in 2023 (CNBC)
The Yen Narrative Domino (Ep Theory)
Do Equities Improve With Age? (Morningstar)
My First Investments (Humble Dollar)
11 Things I Learned About Investing (Alchemy of Money)
Tesla in November 2023 : Story twists and turns, with value consequences! (Musings)
Parallel Bets, Microsoft, and AI Strategies (MatthewBall)
The Netflix Effect (No Mercy)
Adam Grant | Hidden Potential: The Science of Achieving Greater Things (Talks at Google)
An evening with Walter Isaacson and Michael Lewis (New Orleans)
Why You Shouldn’t Trust Your Gut (Contessa)
First Eagle Investments Q3 2023 Market Overview (FEIM)
FPA Queens Road Small Cap Value Fund Q3 2023 Commentary (FPA)
Polen Focus Growth Q3 2023 commentary (Polen)
This week’s best value Investing news:
Concentrated Value Investing w/ Shree Viswanathan (The Investor’s Podcast)
Value versus Values in ESG Investing (AlphaArchitect)
Value Investing in China (Columbia Business School)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian (The Memo)
Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill (Meb Faber)
#179 Dr. Gio Valiante (Part 1): Discipline and Resilience (Knowledge Project)
Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks (Bogleheads)
Bruce Ou – Private Market Investing (Capital Allocators)
Keith Smith – Looking At Unique Ideas (Business Brew)
Sheldon Stone – Liquidity, Covenants, and Capital Availability (VIWL)
Michael Easter on Excess, Moderation, and the Scarcity Brain (Econ Talk)
A Deep Dive into Credit Investing with Joe Hegener (Excess Returns)
Palmer Luckey – Inventing the Future of Defense (ILTB)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Bonds Respond to Powell’s Remarks (ASC)
Risky Games: These LP’s Surprising Insights on Private Debt Outlook (AllAboutAlpha)
ChatGPT and Large Language Models: Their Risks and Limitations (CFA)
This week’s best investing tweet:
US Mid-Caps: Just 12.2x Forward Earnings Estimateshttps://t.co/Ltxn6D9AFs pic.twitter.com/XHJj3LoxtJ
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) October 31, 2023
This week’s best investing graphic:
The Most Spoken Language in Every U.S. State (Besides English and Spanish) (Visual Capitalist)
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