Weekly Investing Roundup – News, Podcasts, Interviews (08/22/2025)

Mohnish Pabrai – Fastest Way To Financial Freedom (DOAC)

Oaktree’s Howard Marks Says Stocks Are in Early Days of a Bubble (Bloomberg)

Inside Aswath Damodaran’s Personal Portfolio (Excess Returns)

3 Ways to Boost International Equity Exposure (GMO)

Can the Stock Market Cause a Recession? (Ben Carlson)

The Crocodile Will Soon Snap (The Market)

Your Last Great Edge in Investing (Safal)

‘Investors See Nothing But Blue Skies’ (Felder)

‘SPAC King’ Chamath Palihapitiya is back with a new one (Pitchbook)

What’s the bottom line? (TKer)

Playing the Ultra Long Game (Novel)

John Bragg: The Unknown Billionaire Who Controls Half the World’s Blueberries  (Farnam Street)

MiB: Deven Parekh, Insight Partners on PE/VC (MiB)

Bro, What Does That Even Mean? (Rogers)

Where to Invest When Nothing Looks Cheap (Morningstar)

Will The Fed Really Cut Rates With Stocks Near New Highs? (Carson)

Trading with ChatGPT (MRU)

Price Primarily Predicts Future Returns, Not Future Earnings Growth (Morningstar)

Scattershot Diversification (Ennis)

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This week’s best value investing news:

Five Things I Learned From Chris Davis About Intelligent Investing (Kingswell)

Matthew Fine, Third Avenue Value Fund PM, featured on the International Value Panel (CFA)

Small caps and value stocks outperform as S&P 500 continues upward (Investing.com)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

What I Learned from Warren Buffett, Charlie Munger & Bill Miller w/ Robert Hagstrom (TIP)

Danna Appio of First Eagle Investments: First Eagle Looks Outside the US for Returns (Bloomberg)

How long will it Last? (Cassel)

Josh Bronstein: ‘Playing the Long Game Is Key’ (Barron’s)

Tim Ferriss on Tim Ferriss (and much much more) (EconTalk)

A Golden Moment for Asset Allocation? (Meb)

Ryan Dobratz – Fannie, Freddie & The Future (Brewster)

Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’ (Morningstar)

Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing (CFA)

Value Is Useless. Momentum Is Everything (Excess Returns)

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing (FC)

Mark Bertolini – Performance During Pain (ILTB)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Leverage is dangerous if you can’t borrow in a crisis (AlphaArchitect)

Intel, TikTok, and a US Sovereign Wealth Fund: What It Means for Investors (CFA)

The One Market Edge That Will Thrive in the AI Revolution (PAL)

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This week’s best investing tweet:

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This week’s best investing graphic:

Ranked: The Most Cited Websites by AI Models (Visual Capitalist)