This week’s best investing news:
Ray Dalio’s Guide to All-Weather Investing in Uncertain Times (Investopedia)
Bill Ackman: Stepping into the most pro-growth, pro-business administration in my adult lifetime (CNBC)
The Humble Investor (Verdad)
Mohnish Pabrai’s Presentation and Q&A at Boston College and Harvard Business School (MP)
Large Cap or Value? You can’t be both! (Lyrical)
Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition (OakTree)
Oakmark’s Bill Nygren discusses the markets and his value plays (CNBC)
Dispelling Big Investing Myths | Dan Rasmussen (Validea)
Aswath Damodaran – For the fun of it: An Open House for my Spring 2025 Classes (AD)
Robotti & Company Annual Meeting 2024 (Robotti)
‘The Mother Of All Bubbles’ (Felder)
Jamie Dimon, CEO JPMorgan Chase, at the APEC CEO Summit 2024 (Comexperutv)
Ariel Investment’s Charles Bobrinskoy discusses Bitcoin, the markets (Ariel)
7 Lessons From 2024 (Charlie Bilello)
Dev Kantesaria: Investing in Exceptional Businesses for the Long Run (WSB)
Pick Your Peril (Humble Dollar)
MiB: David Roux, BayPine, Silver Lake Partners (MiB)
The 4 Types of Investment Mistakes (Ben Carlson)
Bears are dropping like flies (FT)
This week’s best value investing news:
Graham & Doddsville Fall 2024 Newsletter (G&D)
Pzena investment Management Podcast: Exploring the Impact of AI on Global Equity Markets (Pzena)
4th European Value Investing Conference | Keynote Speaker: Jamie Lowry (Ivey)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Peter Nevill – Avoid instant gratification, be patient & buy productive assets (Equity Mates)
Dispelling Big Investing Myths | Dan Rasmussen (Excess Returns)
John Maxfield – Maxfield on Banks (BusinessBrew)
What Higher Bond Yields Mean for Markets in 2025 (Morningstar)
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More (MebFaber)
Learning from Mistakes (MicroCapClub)
Chetan Puttagunta and Modest Proposal – Capital, Compute & AI Scaling (ILTB)
#454 – Saagar Enjeti: Trump, MAGA, DOGE, Obama, FDR, JFK, History & Politics (Lex Fridman)
Victor Haghani – The Last of the Tactical Allocators (FIM)
Write Something People Want to Read | Charlie Hoehn (Knowledge Project)
Asset Management Consolidation – Simon Krinsky, Hall Capital and Tim McCusker, NEPC(Cap Allocators)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Listed Real Estate in Emerging Markets: Opportunities in Brazil and Greece (AllAboutAlpha)
Frog in the Pan Momentum: International Evidence (AlphaArchitect)
When Tariffs Hit: Stocks, Bonds, and Volatility (CFA)
Factor investing across different regimes (DSGMV)
Weekly Market Report: Is a Recession Coming? (PAL)
This week’s best investing tweet:
Some news: I have been working on a book for the past three years, and it has finally reached the finish line. “Buffett And Munger Unscripted” will be released in a few weeks (on January 21st), and is available now for preorder from Amazon, Barnes & Noble, and other major… pic.twitter.com/mjh9HggSzA
— Alex Morris (TSOH Investment Research) (@TSOH_Investing) December 5, 2024
This week’s best investing graphic:
Charted: Magnificent 7 Market Cap as a Share of the S&P 500 (Visual Capitalist)
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