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 (10/24/2025)
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 (05/02/2025)
This week’s best investing news: Buffett’s ‘Woodstock for Capitalists’ Draws Admirers From Around the Globe (WSJ) Berkshire Hathaway 2025 w/ Chris Bloomstran (TIP) Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy (MP) Bill Nygren – The CEO interview (Oakmark) The Great European Rotation (Verdad) Howard Marks: Navigating the … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/25/2025)
This week’s best investing news: Howard Marks: Navigating Crises – Creed, Preparation and Emotional Control (Decision Nerds) What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (Barron’s) Howard Marks: Global Alts Miami 2025 (OakTree) Diverging Destinies in Corporate Japan (Verdad) Cathie Wood (ARK Invest) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (02/07/2025)
This week’s best investing news: Howard Marks: The Idea That the Market Is Always Right Is Crazy (The Market) How DOGE and Trump Can Solve America’s Debt Crisis: Ray Dalio Explains (All In) Jim Chanos on Tariffs, Trump, AI, DeepSeek, China, Risky Markets (Bloomberg) The Humble Investor (Verdad) Fireside with … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/27/2024)
This week’s best investing news: The Future of the Free World with Jamie Dimon (Economic Club NY) An Interview w/ Ariel Investments Founder John Rogers (Odd Lots) Steve Cohen on How to Build Your Investing Career: Part Two (Point72) A Conversation with Francois Rochon (Capital Compounders) GMO Quarterly Letter | … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/20/2024)
This week’s best investing news: What You Can Learn From Young Warren Buffett (WSJ) Ray Dalio on economic forces, division and the future (National News) Persistent Alpha: Lessons from the Pod Shops (Verdad) An Interview with Jeffrey Gundlach (Future Proof) Validea’s Top Benjamin Graham Stocks – December 2024 (Validea) What’s … Read More