This week’s best investing news:
An Interview with Ray Dalio (Bloomberg)
Jim Chanos on Who’s Getting Caught Swimming Naked (Odd Lots)
Pabrai Wagons Fund Semi Annual Investor Call Replay March 2025 (One Foot)
Michael Steinhardt – In His Own Words (MicroCapClub)
A Historical Analysis of Tariffs (Verdad)
Einhorn Says Tariffs to Force More Fed Cuts This Year (Bloomberg)
Jamie Dimon urges US to engage with China (FT)
RIP BTFD? (Felder)
Fishing for Feedback (Humble Dollar)
Finding Top Technology Stocks in the Market Wreckage (Validea)
The Four Levels of Rationality: A Guide for Investors from Charlie Munger (Safal)
Bear Market Anatomy – the path and shape of the bear market (GS)
Pzena – Global Value Update – 1Q25 (Pzena)
Put the P/E ratio in timeout for now (TKer)
What is Risk? (BI)
Why would I buy stocks before a recession? (Josh Brown)
Misbehaving in a Volatile Market (Ben Carlson)
Boom Days In Wall Street (Havenstein)
Why are Germans so reluctant to invest in stocks? (Klement)
Return is the ONLY Measure of Success (IT)
Spreading Your Bets (Humble Dollar)
Markets in turmoil: Our views on the tariffs (Oakmark)
MiB: Anthony Yoseloff, Davidson Kempner CIO (MiB)
Wedgewood Partners Q1 2025 Client Letter: The Art of the Tariff Deal (Wedgewood)
Ariel Focus Fund Q1 2025 Commentary (Ariel)
This week’s best value investing news:
Ivey Business School’s Value Investing Program | Paul Johnson (Ivey)
What can the best investors of all time teach us about finding value in volatility? (SelfWealth)
Beyond Cheap: How Vulcan Value Partners Redefined Value Investing (Forbes)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Tariffs and Turbulence (Pzena)
#224 Bret Taylor: A Vision for AI’s Next Frontier (KP)
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (CA)
Dan Boston: Volatility, Valuation, and the International Opportunity Set (EI)
Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs (LV)
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings (Meb)
Hunting for 10-baggers – James Abela | Fidelity (EM)
The Mullet Portfolio with Cameron Dawson of NewEdge Wealth (RR)
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen (ER)
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? (FC)
Neil Mehta – Finding Future S&P 500 Companies (ILTB)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
How Trust in Financial Advisors Affects Investment Choices (AA)
How Tariffs and Geopolitics Are Shaping the 2025 Global Economic Outlook (CFA)
Vibe or math driven markets (DSGMV)
This week’s best investing tweet:
Buy when cosumer sentiment is low: pic.twitter.com/0HlQFRzJFX
— Invest In Assets 📈 (@InvestInAssets) April 16, 2025
This week’s best investing graphic:
America’s $19 Trillion Consumer Economy in One Chart (Visual Capitalist)
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