This week’s best investing news:
Howard Marks Interview (In Good Company)
Conversation with Bridgewater Associates’ Founder, Ray Dalio (Milken)
A Changing Yield Curve Signal (Verdad)
Third Avenue’s Matt Fine: Time to invest like a young Buffett in 1999 (CityWire)
15 Lessons from 15 Years (Validea)
Interview with Caroline Cai of Pzena Investment Management (Inside Adviser)
Big Tech Keeps Getting Bigger (Sherwood)
Red Lobster died for private equity (Havenstein)
Robert Vinall at the 2024 Value Investor Conference in Omaha: Five Moat Myths (Vinall)
How Often is Too Often? (Investment Talk)
Value Investor Conference 2024- Bob Robotti (Robotti)
‘Jensanity’ (Felder)
My Month Without a Smartphone (Collab Fund)
Beneath the Calm Market, Stocks Are Going Haywire (WSJ)
The Triple Systemic Risk Thesis (Ep Theory)
Horseshoes & Hand Grenades (F&F)
Where It Nets Out (Humble Dollar)
How to Use TIPS in Your Portfolio (Morningstar)
Extreme Concentration in the S&P 500 (Apollo)
MiB: Peter Mallouk, Creative Planning CEO (MiB)
The Investing Boom That’s Squeezing Some People Dry (WSJ)
Weitz Investment Management 2024 Annual Shareholder Meeting (Weitz)
Elliott Sends Letter and Presentation to the Board of Southwest Airlines (PR Newswire)
This week’s best value Investing news:
Large-Cap Value Stocks Will Power the Market Rally From Here (Barron’s)
Value vs growth stocks: What should investors prefer amid Indian stock market optimism? (Mint)
Is growth stock domination coming to an end? (Investment News)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Frank Blake – Leading By Example (Invest Like the Best)
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman (Excess Returns)
#196 Brent Beshore: Business Brilliance and Happiness at Home (Knowledge Project)
We Are All Fighting The Same Battles (MicroCapClub)
Controversial Opinions on MicroCap Investing (PM)
The Value Perspective with Luca Dellanna (Value Perspective)
Episode 309 – Are Robo-Advisors Passive Investors? (Rational Reminder)
Artificial Intelligence Potential (WealthTrack)
Andrew Blake: Broker/Dealer Consolidation and Fee Compression (LongView)
How the Constitution Can Bring Us Together (with Yuval Levin) (EconTalk)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
The Halo Effect Drives Demand for Sustainable and Impact Investments (AlphaArchitect)
Buffett and Berkshire Are Into OXY With Another $105 Million (AllStarCharts)
The Interplay Between Cap Rates and Interest Rates (CFA)
A Mystery Equity Factor (AllAboutAlpha)
This week’s best investing tweet:
Private equity is going to blow up the world.
— Jared Dillian (@dailydirtnap) June 13, 2024
This week’s best investing graphic:
Mapped: The Income Needed to Live Comfortably in Every U.S. State (Visual Capitalist)
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