Weekly Investing Roundup – News, Podcasts, Interviews (11/13/2026)

This week’s best investing news:

Howard Marks Memo - A Layman Thinks About AI (OakTree)

Cliff Asness in the house, plus return resilience, stacking, and portable alpha with Corey Hoffstein (RCM)

Oaktree's Marks on Long-term Investing (Bloomberg)

Nick Train: Diageo’s prospects and the firm I hope will quintuple in value (II)

Berkshire Hathaway Q3 2026 Earnings Report (BH)

Ray Dalio’s All-Weather Portfolio, Explained (MR)

Berkshire Hathaway Q3 2026 Earnings Summary (BH)

Mohnish Pabrai: You Only Need to Get Rich Once (NM)

The World’s Cheapest Stocks by Dan Rasmussen (MicroCapClub)

How to Keep These Wild Market Moves From Hijacking Your Financial Future (The Wall Street Journal)

Why the stock market isn’t more rattled by higher interest rates (TKer)

MiB: Ann Berry, Threadneedle Founder & CIO on Providing Capital to Tech Cos (Masters in Business)

Causeway Capital CEO, Sarah Ketterer, on Value Opportunities Outside US (Causeway)

Jensen Quality Growth Fund Update Q3 2026 (Jensen)

Third Point Q3 2026 Investor Letter and Portfolio Updates (TP)

This week’s best value investing news:

Legendary Deep Value Investor Marty Whitman on Investing Safe & Cheap (Classic) (WT)

Cheap stocks aren't the reason value is winning (LM)

Deep Value Investing: How Stock Buybacks Create Shareholder Returns (AM)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

Howard Marks Memo - A Layman Thinks About AI (OakTree)

I’m Not a Value Investor. I’m a Value-Added Investor. (MicroCapClub)

How Elon Musk Solves Problems | Jon McNeill (The Knowledge Project)

Meb Faber: 2 Big Mistakes Investors Make With Their Portfolios (The Long View)

James Taylor: Advisors Who Don’t Embrace AI Will Be Left Behind (Barron's)

OpenAI vs Anthropic: The Race to Solve Physics (DL)

Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke Laretive (EM)

Tech Is the Cheapest Since 2022. Walmart Is 46 Times Earnings. Where Is the Bubble? (ER)

SocGen’s Albert Edwards on 10% Yields and a 50% to 60% Drop | #656 (The Meb Faber Show)

Ramtin Naimi - The State of Venture - [Invest Like the Best, EP.499] (Invest Like the Best)

#504 – Russia-Ukraine War: Putin, Zelenskyy, Drones and the Future of Warfare (LF)

Resisting the Sirens with Chris Mayer, Author, "The Investor's Odyssey" (Planet MicroCap)

This week’s Buffett Indicator:

Strongly Overvalued

This week’s best investing research:

Are Value and Momentum Still Everywhere? (Alpha Architect)

Inflation is a monetary phenomenon (Disciplined Systematic Global Macro Views)

100% Equities vs Leveraged Diversified Portfolios: A 100-Year Perspective (Factor Research)

This week’s best investing tweet:

https://x.com/Greenbackd/status/2119932804855390294?a=6bb9YS8HiEOpgk7dOJo&s=20

I took this photo in Shanghai last year. It's Charlie Munger in traditional Chinese scholar’s robes. AI tells me the original’s vertical columns read from right to left translates approximately as: “My approach to wisdom is to recognize the most foolish things and keep well away from them. That is how I live. I cannot make myself a smarter person, but I can prevent many troubles before they arise.” The attribution reads “Sayings of Mr. Charlie Munger.” The larger heading honors him as a great scholar or sage and labels the work his portrait; some of its cursive characters are less clear.

— Tobias Carlisle (@Greenbackd) November 9, 2026

This week’s best investing graphic:

U.S. Private Investment in AI Is 23 Times Higher Than China’s (VC)