Weekly Investing Roundup – News, Podcasts, Interviews (10/09/2026)
Thursday, October 8, 2026 · Johnny Hopkins
This week’s best investing news:
Warren Buffett’s first tax bill at age 14 was $7 (Fortune)
Mohnish Pabrai’s Interview with Knowledge Inside podcast (KIP)
Biotech Uno Reverse (Verdad)
JPMorgan’s Dimon Weighs In on AI Boom, Bond Selloff and UK Banks (Bloomberg)
Ray Dalio Warns of US Debt Crisis Within 3 Years (Bloomberg)
Greg Abel Committed $6.8 Billion to Homebuilders Like Lennar (G&M)
Observations on the Day (Blair)
The Biggest Risk Everyone Already Knows About (Carlson)
Ryan Serhant: How to Get People to Say Yes (Farnam)
‘A Brittle House Of Cards’ (Felder)
Financial Ruin for Beginners (HD)
Saving Salomon (Kingswell)
Why Bonds Matter (HD)
A bear-case scenario for the long-term, diversified stock market investor (TKer)
MiB: Omar Aguilar, CEO and CIO of Schwab Asset Management (MiB)
Quarterly Views from First Eagle Global Value Team: Q3 2026 (FEIM)
This week’s best value investing news:
6th European Value Investing Conference | Keynote Speaker | Tom Gayner (Ivey)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious? (ER)
From Speculation to Investment (MCC)
The Asian Opportunities Investors Are Missing with Cameron Robertson (EM)
Dan Ferris: Copper Could Double – and He Says You Have to Own It (Stansberry)
The Truth About Leveraged ETFs | #430 (RR)
Own Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital (PMC)
Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap (Barron’s)
Andrew Huberman – The Frontier of Neurotechnology (ILTB)
Addiction, Faith, and the Limits of Willpower (with Meghan O’Gieblyn) (EconTalk)
This week’s Buffett Indicator:
Strongly Overvalued
BI
This week’s best investing research:
Built to Survive the Waiting (AA)
The changing economics of China (DSGMV)
Yields Mean Reversion – Weekly Market Report (PAL)
This week’s best investing tweet:
New Short Thoughts article – The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Indicator
Denial is most easily found in market breadth indicators. I follow one in particular that seems to give a strong signal every few decades. https://t.co/B0YQlk21zX
— Cassandra Unchained (@michaeljburry) October 8, 2026
This week’s best investing graphic:
Mapped: The Economies Most Dependent on U.S. Trade (VC)
