This week’s best investing news:
Howard Marks: The Idea That the Market Is Always Right Is Crazy (The Market)
How DOGE and Trump Can Solve America’s Debt Crisis: Ray Dalio Explains (All In)
Jim Chanos on Tariffs, Trump, AI, DeepSeek, China, Risky Markets (Bloomberg)
The Humble Investor (Verdad)
Fireside with Howard Marks | Global Alts Miami 2025 (IConnections)
Aswath Damodaran – DeepSeek crashes the AI Party: Story break, change or shift? (AD)
Venture Capitalist Wolfe Calls for More Investment to Combat DeepSeek ‘Threat’ (Bloomberg)
As January Goes, So Goes the Ear (Jason Zweig)
‘The Age Of Bubbles’ (Felder)
Don’t Freak Out (Ben Carlson)
Addiction Economy (Scott Galloway)
Does Buy the Dip Work? (Ben Carlson)
Simplicity Is a Virtue (HumbleDollar)
The Corruption of Money (Havenstein)
MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.
Miller Value Partners insights: Is this a Generational Opportunity? (Miller)
Timing is not everything, but it still matters (IT)
Polen Capital Focus Growth Q4 2024 Commentary (Polen)
David Katz discusses the markets, his stock picks, tariffs (CNBC)
Tilting the Odds in Your Favor (Novel)
Polen Capital U.S. Small Cap Growth Q4 2024 Commentary (Polen)
Weitz Investment Management: Resilience and Opportunity in 2025 (Weitz)
Third Point Q4 2024 Investor Letter (TP)
This week’s best value investing news:
2025 Global Outlook for Value (Pzena)
The Value Perspective with Jake Taylor 3.0 (VP)
Unlocking Value: The Surprising Comeback of Value Investing (Jomfruland.net)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Mike Maples on 100-Baggers, David Swensen & the AI Revolution (Meb Faber)
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters (Friedman)
David Rosenberg on Rethinking His “Bubble” Thesis but Staying Bearish (WealthTrack)
Jack Henry: VMS King – [Business Breakdowns, EP.205] (BB)
George Livadas: Market Echoes, European Stocks, and Investment Strategy Insights (Business Brew)
Expert: Elisa Di Marco – 3 trends that will define the next decade (Equity Mates)
Click Beta Ep. 1 | Tariffs, Bear Markets and the Hidden Knowledge Worker Recession (Excess Returns)
Graham Duncan – Talent Whisperer (ILTB)
How Inflation, Tariffs, and More Could Impact Your Finances in 2025 (Morningstar)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Is It Time to Ditch International Stocks? (AlphaArchitect)
Sustainable Investment Outcomes: Perception vs. Reality (AllAboutAlpha)
Beyond the Hype: Do Hedge Funds Deliver Value? (CFA)
The Huge Optimization Space of Mean Reversion (PAL)
This week’s best investing tweet:
Same as it ever was. https://t.co/X9Sq09ZWV9 pic.twitter.com/NrmKMLixpZ
— Tobias Carlisle (@Greenbackd) February 5, 2025
This week’s best investing graphic:
Mapped: Where Fortune 500 Companies Are Relocating in the U.S. (Visual Capitalist)
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