This week’s best investing news:
Howard Marks: Is It a Bubble? (OakTree)
Bridgewater’s Ray Dalio on AI, Fighting Debt and the Investment Landscape (Bloomberg)
Mohnish Pabrai’s Fireside chat with Ben Graham Centre on October 14, 2025 (MP)
The Price of Borrow (Verdad)
DIMON’S WARNING: America might not be ready for coming AI shock (Fox)
Berkshire Hathaway Announces Leadership Appointments (BH)
Berkshire Hathaway’s Todd Combs to depart and join JPMorgan (CNBC)
AI, Tax Cuts & A New Bull Market?| ITK With Cathie Wood (ARK)
Habits That Create Success & True Abundance w/ Guy Spier Part 2 (TIP)
Summon Your Courage and Buy Stocks (Jason Zweig)
Is Search Activity Forecasting An Imminent Fall For ‘AI Stocks’? (Jesse Felder)
[Outliers] Bernie Marcus: The Home Depot Story (Farnam Street)
Wall Street’s 2026 outlook for stocks (TKer)
3% inflation is not low inflation. (Havenstein)
Understanding ROIC on Low Growth Businesses (John Huber)
Chase Coleman, Brad Gerstner, Josh Wolfe at Robin Hood 2025 | How Top Investors See the Future of AI (FEC)
Christopher Bloomstran’s thoughts on Berkshire’s leadership changes (X)
The Nasdaq 100: Booms & Busts (Carlson)
MiB: Paul Zummo, Chief Investment Officer of J.
Jensen Investment Management: Déjà Vu All Over Again? (Jensen)
This week’s best value investing news:
Inversión Deep Value: Qué es y Ejemplos (MOI Global)
Pzena’s Allison Fisch on the areas of the market that are screaming value today (LiveMarkets)
International Value has Outshone US Growth (MSCI)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Howard Marks: Is It a Bubble? (OakTree)
How to Think Like a World-Class Marketer | Rory Sutherland (Shane Parrish)
What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) (Meb)
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (CA)
EP 234: Index vs Factor Investing (PL)
Jim Hayes – Emerging Opportunities (Business Brew)
The Psychological Burden of Concentration (MicroCapClub)
The Single Most Important Metric | Matt Reustle on the Patterns That Separate Great Businesses (ER)
Troy Nelson: Building Strength Through Adversity (Barron’s)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Private Credit Risk Management in Evergreen Funds (AllAboutAlpha)
How costly are cultural biases? Evidence from FinTech (AlphaArchitect)
AI in Venture Capital: Separating Signal from Noise (CFA)
This week’s best investing tweet:
If a point is worth making, it is worth making twice. pic.twitter.com/C3FiK2qfTt
— Cassandra Unchained (@michaeljburry) December 7, 2025
This week’s best investing graphic:
Mapped: The Real Purchasing Power of $100 by U.S. State (Visual Capitalist)
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