This week’s best investing news: Michael Burry’s next ‘Big Short’: An inside look at his analysis showing AI is a bubble (CNBC) Howard Marks: ‘People are shakily optimistic’ (FT) Oakmark’s Bill Nygren discusses his value picks (CNBC) Markel’s Tom Gayner on successes and mistakes in investing (Library of Mistakes) Terry Smith … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (11/21/2025)
This week’s best investing news: Mohnish Pabrai – 5th European Value Investing Conference (Ivey) Howard Marks: “US Stocks Are ‘Worrisome” (MoneyTalk) Ray Dalio: We are definitely in a bubble, but that doesn’t mean you should sell (CNBC) 10 Things We Can Learn From Warren Buffett That Have Nothing to Do … 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 (10/10/2025)
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 (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 (08/08/2025)
This week’s best investing news: Ray Dalio Reflects on Bridgewater’s 50-Year Anniversary (Bridgewater) Jamie Dimon’s Most Powerful Lessons Didn’t Come from Wall Street (HLL) Charley Ellis: Indexing Is a Marvelous Gift (Long View) Michael Mauboussin – Cash Holdings – Data, Theory, and Alternatives (MS) Aswath Damodaran: The Imitation Game: Defending against AI’s … 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 (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 (05/16/2025)
This week’s best investing news: Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack) Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fireside Chat (2025) (Andreu Orell Forteza) Monhish Pabrai: Meet the Man Who Made $200M+ By Copying Warren Buffett (First Million) Warren Buffett Reveals He … 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 (04/11/2025)
This week’s best investing news: Howard Marks Memo: Nobody Knows (Yet Again) (OakTree) Francois Rochon: 3 Truths Every Value Investor Should Remember (Meb) Off The Beaten Path (OakTree) Bill Nygren: The S&P 500 has corrected, now what? (Oakmark) Overweight the Mag-7? (Verdad) Ray Dalio on Trump’s tariffs: I agree with … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/04/2025)
This week’s best investing news: Howard Marks – Top Takeaways from Oaktree’s Quarterly Letters – March 2025 (OakTree) Joel Greenblatt defends value investing: It’s not difficult to beat the market (CNBC) Jeremy Grantham – Rising Toxicity And The Threat To Capitalism And Life Itself (GMO) The Acquirer: Hiroshi Nojima, Nojima … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/28/2025)
This week’s best investing news: The Genius of Stan Druckenmiller: Lessons for Investors (MOI) Mohnish Pabrai’s Q&A session with Dakshana Scholars at Dakshana Valley (MP) GMO – Don’t Blame The Middleman (GMO) Verdad News Roundup (Verdad) Cliff Asness – Rebuffed: A Closer Look at Options-Based Strategies (AQR) Pzena Investment Management … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/21/2025)
This week’s best investing news: Berkshire Hathaway’s 2025 Proxy Statement (BH) Fundsmith 2025 Annual Shareholders’ Meeting (Fundsmith) Buffett Hates Selling Anything. The Sale of Berkshire’s Real Estate Unit Would Be Unusual (Barron’s) Three Reasons we’re Overweight Japanese Equities (GMO) Navigating Turbulence (Verdad) Oakmark Funds: Addressing Oakmark shareholder questions (Oakmark) Fairfax … Read More