Weekly Investing Roundup – News, Podcasts, Interviews (08/29/2025)
Thursday, August 28, 2025 · Johnny Hopkins
Tom Gayner – Is this Company a ‘Little Berkshire Hathaway’? Its CEO Weighs In. (Barron’s)
Howard Marks: 79 Years of Investing Wisdom in 55 Minutes (MFM)
Berkshire raises stake in Japan’s Mitsubishi above 10% (Reuters)
Cliff Asness Interview (Carson)
Jim Chanos on Crypto, AI, and Casino Capitalism (INET)
Warren Buffett says Berkshire Hathaway is not in the market to buy a train company (CNBC)
Ray Dalio – Civility (LinkedIn)
There Are Now More ETFs In U.S. Than There Are Individual Stocks (FA)
CNBC’s The China Connection newsletter: From gamblers to investors? (CNBC)
On the Lookout (OakTree)
Why Friday Could Be A Historically Bullish Trigger (Carson)
Why the bond market remains so calm amid Trump’s Fed war (AXIOS)
The stock market and the economy are diverging (Havenstein)
When Markets Concentrate (Novel)
Has The Stock Market Become ‘Unsinkable’? (Felder)
The Reversion of International Stocks: A 2025 Story (Validea)
The Psychology Behind Market Betting (and Why it Fails) (Morningstar)
Benedict Evans: Why AI Isn’t What You Think (Farnam Street)
The stock market and the economy are diverging (TKer)
Tobias Carlisle on the Big Opportunity Investors Are Missing (Excess Returns)
So Much of Market Returns Occur Over Very Short Periods (Swedroe)
The “Sell America” Trade Was Basically Only in April (Apollo)
This Week in The Degenerate Economy (Lindzon)
How to Beat the Market (Humble Dollar)
Where Have All the Contrarians Gone? (Carlson)
The Ivy League Keeps Failing This Basic Investing Test (WSJ)
Smoke and Mirrors (Ptak)
MiB: Ellen Zenter, Chief Economic Strategist at Morgan Stanley (MiB)
This week’s best value investing news:
Ivey Business School’s Value Investing Program | Presentation by Dennison (Dan) Veru (Ivey)
Value Investing in Volatile Times: Strategies for a Shifting Landscape (AB)
Investors rediscover the virtue of value investing over growth (MW)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Small Town Billionaire: How John Bragg Built 3 Empires [Outliers] (KP)
Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing (LongView)
The Parallels of Past and Present in Finance – Mark Higgins (Meb)
Buying by Corporate Insiders Can Mean Excess Returns for a Stock (WealthTrack)
Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook (Barron’s)
Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally (Excess Returns)
Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves (FC)
Joe Liemandt – Building Alpha School (ILTB)
Fear Of Missing Out (FOMO) (MicroCapClub)
Jeffrey Collins – Uncorrelated Private Assets (Brewster)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
When and Why to Sell Private Equity Interests (AllAboutAlpha)
Unlocking REIT Returns: Real Estate Investment Factors (AlphaArchitect)
Stablecoins and Treasuries: A Fragile Funding Link Investors Can’t Ignore (CFA)
This week’s best investing tweet:
This week’s best investing graphic:
The $127 Trillion Global Stock Market in One Giant Chart (Visual Capilalist)
