This week’s best investing news: Berkshire Hathaway – Press Release – I’m Going Quiet (BH) Berkshire Hathaway – Press Release – It’s Not Me (BH) ‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings (CNBC) Cliss Asness Says Markets ‘Gives Me Some Nerves’ (Bloomberg) Ray Dalio – … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (11/07/2025)
This week’s best investing news: Howard Marks Memo: Cockroaches in the Coal Mine (OakTree) Berkshire Hathaway Q3 2025 earnings summary (BH) Berkshire Hathaway Q3 2025 earnings report (BH) Chris Bloomstran‘s discussion of Berkshire Hathaway’s Q3 2025 earnings (CB) Jeffrey Gundlach & David Rosenberg on the Macro Outlook, Bonds and Inflation … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (10/31/2025)
This week’s best investing news: Howard Marks Memo: A Look Under the Hood (OakTree) Cliff Asness on Factor Investing and the History of Financial Economics (Hoover) Ray Dalio: Market is showing signs of a bubble (CNBC) The Rise of Alternatives (Verdad) A Conversation With Ken Griffin (Citadel) Paul Tudor Jones: … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (10/24/2025)
This week’s best investing news: Howard Marks: How I Mastered the Markets (Master Investor) Jim Chanos – Credit Markets Are Partying ‘Like It’s 1999,’ (Bloomberg) Bill Ackman: I wish we had a better relationship with China (CNBC) The Challenge of Diversification (Verdad) Ken Fisher – What Really Causes Inflation? (Fisher) Jamie … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (10/17/2025)
This week’s best investing news: Howard Marks: Valuations right now are high, but not crazy (CNBC) Bill Ackman – Evolving Investment Playbook, From MBIA to Moats (VIWL) Howard Marks: The Best of . . . (OakTree) Opposing Ideas (Verdad) Ariel Chairman & Co-CEO John Rogers Talks Small Value Companies (Bloomberg) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (10/10/2025)
This week’s best investing news: How Peter Lynch Became The Greatest Fund Manager Of All Time (The Compound) Bill Ackman Says He’s ‘Uncancelable’ (WSJ) JPMorgan CEO Dimon on Growth of AI, Jobs, Government Shutdown (Bloomberg) Howard Marks – The Roundup – Top Takeaways – from Oaktree’s Quarterly Letters (OakTree) Michael … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (10/03/2025)
This week’s best investing news: David Einhorn – Are markets getting wary on AI spending? (Morningstar) Renowned Investor Bill Nygren’s Value Playbook For Today’s Markets and Trends (CFA) Steve Romick – How to Earn Stock Market Returns With Half the Risk (The Compound) GMO – Time to Take Another Look … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (09/26/2025)
This week’s best investing news: The Citadel Finance Speaker Series Featuring Bill Ackman (PermCap) Warren Buffett Shines a Spotlight on Japan’s Giants, Mitsubishi and Mitsui (GE) Japan’s Rally Meets Shareholder Activism (Verdad) Ray Dalio warns ‘we’re heading into very, very dark times’ (Fortune) Billionaire Investor Cliff Asness on Managing Risk, … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (09/19/2025)
This week’s best investing news: Howard Marks – You Can’t Predict, But You Can Prepare – A Framework for Positioning Portfolios (InsideTheRope) Bill Nygren: Here’s where to look beyond the Mag 7 (CNBC) Value investor John Rogers sees signs of market ‘frothiness’ — but touts Oracle and 2 other stocks … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (09/12/2025)
This week’s best investing news: Investor Howard Marks on Making Sense of Today’s Markets: Full Interview (WONK) Ray Dalio – How America Goes Broke (Prof G Markets) Oakmark’s Bill Nygren: The S&P isn’t the broad-based index it used to be (CNBC) Capex Cycles (Verdad) Leon Cooperman: The broader market is … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (09/05/2025)
Ray Dalio – US sliding towards 1930s-style autocracy (FT) Ken Fisher – What Comes Next for US Stocks? (Fisher) Europe’s Small-Cap Golden Age (Verdad) Warren Buffett says he is ‘disappointed’ in Kraft Heinz split; shares fall 7% (CNBC) A Short History of the S&P 500 (Carlson) The Probability Machine (Ritholz) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (08/29/2025)
This week’s best investing news: 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 … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (08/22/2025)
This week’s best investing news: 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 … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (08/01/2025)
This week’s best investing news: Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’ (Long View) Chris Davis – Why Behavior Is So Important for Investors (Rubenstein) Ray Dalio: The Risks Are NOT Priced In – Here’s What Happens Next (MIP) Factors: The Good … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (07/18/2025)
This week’s best investing news: Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity (Master Investor) Howard Marks Interview Trinity SMF (Trinity) Warren Buffett comes out on top from Kraft Heinz flop (FT) Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate (BTC) The Jamie Dimon Interview: … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (07/11/2025)
This week’s best investing news: Mohnish Pabrai’s Session with SumZero (MP) Jeremy Grantham: How to predict a stock market bubble (MI) Fundsmith 2025 Semi Annual Letter to Shareholders (FS) Jonathan Satovsky Interviews Joel Greenblatt (Satovsky) Making the Most of Market Volatility (Verdad) Ken Fisher – What Comes Next for US … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (07/04/2025)
This week’s best investing news: Warren Buffett announces $6 billion in donations (Berkshire) AQR’s Cliff Asness weighs in on machine learning, quant credit (P&I) Jim Chanos on the Nuttiness of ‘Bitcoin Treasury Companies’ (Odd Lots) Ken Fisher – The Investing Opportunities We See Outside the US (Fisher) Bill Belichick and … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/20/2025)
This week’s best investing news: Howard Marks Memo: More on Repealing the Laws of Economics (OakTree) The Most Important Thing: A Dialogue with Howard Marks (CFA India) Inside the Mind of Mohnish Pabrai: Global Value Plays, Berkshire, and the Future of Tech (SumZero) Why Cliff Asness Believes Markets Are Getting Dumber … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/13/2025)
This week’s best investing news: Hedge fund titan Bill Ackman shares the secret that got him through his lowest moments (Fortune) Cliff Asness – (So) What If You Miss the Market’s N Best Days? (AQR) How to win: Steve Cohen on markets and the Mets (MS) The Institutional Cost Mirage … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/06/2025)
This week’s best investing news: Einhorn on How Value Investing Has Changed (Rubenstein) Billionaire Bill Ackman’s Key to Long Term Investment Success (Forbes) Terry Smith Interview with Bentleigh Reid (BR) Ray Dalio on AI: ‘The days of people making decisions in their own heads are ending’ (Fortune) Mohnish Pabrai’s Interview … Read More