This Week’s Best Value Investing News, Podcasts, Interviews (10/27/2023)

This week’s best investing news:

Ray Dalio – Economic Empires: Past, Present & Future | Endgame (GW)

Mohnish Pabrai’s Q&A session at the Harvard Business School (MP)

Michael Mauboussin – Total Shareholder Return (MS)

Tom Gayner – Planting Long-Term Investment Seeds (RussellReynolds)

Shorting Socialism (Verdad)

Bill Ackman Says He Covered His Short Bet on US Treasuries (Bloomberg)

Markets Have Suffered A ‘Sea Change’ (Felder)

Ray Dalio & Bill Belichick on Building Great Teams (Ray Dalio)

The Prairie Traveler (Rudy Havenstein)

JPMorgan CEO Jamie Dimon Predicts Difficult Times Ahead (Forbes)

Investing In Sectors: A Look at the 11 Sector ETFs (Validea)

We Are All Wet Cement — And Other Lessons from Berkshire Hathaway’s Todd Combs (Kingswell)

Aswath Damodaran – Making Sense of the Market Pt.2 (ILTB)

The Only Sure Way to Get Rich in Stocks (Empire)

Ben Graham and the Mother Who Toughened His Shell (#8) (BBG)

Riding the Cycle (Humble Dollar)

GMO: Valuation Metrics In Emerging Debt (GMO)

Dalio Says He’s Pessimistic About Global Economy in 2024 (Bloomberg)

Mind the Gap: The Risks of Missing Moat, Management, or Valuation (Flyover)

GEICO lays off 6% of workforce, prioritizes return to office (InsuranceBusiness)

Risk is What You Don’t See Coming (Ian Cassel)

Exclusive Data: Twitter Is Shrinking Under Elon Musk (Big Technology)

Grants 40th Anniversary: “Rates Can Never Rise” (Redux) 10-3-23 (DoubleLine)

How Time Horizon Affects the Odds of Equity Investing (Morningstar)

Special Report – A Backdoor Play on Longevity (HarbGreenberg)

Transcript: Bethany McLean on Pandemic Fails (Big Picture)

Pzena Investment Management Q3 2023 Commentary (Pzena)

FEIM: Japan: The Sun Also Rises (FEIM)

Laughing Water Capital Q3 2023 Letter (LWC)

Boyar Research’s Q3 Letter (Boyar)

Davis Funds 2023 Fall Review (Davis)

Weitz Investment Management Q3 2023 Commentary: Perspective Over Predictions (Weitz)

Dodge & Cox Q3 2023 Market Commentary (D&C)

Sound Shore Fund Q3 2023 Commentary (SS)

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This week’s best value Investing news:

Is Value Investing Dead? A Quant and a Financial Planner Discuss (Excess Returns)

Revisiting Value Investing and Stock Picking w/ Vitaliy Katsenelson (The Accent)

INTEL:Value Investing – What Value Investing Looks Like When Properly Implemented, In Real-Time (VISubstack)

Value investing amidst uncertainty, with Claude Walker & Andrew Page (RASK)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Que Nguyen, – Walking the Tightrope: High Valuations in an Inflationary Landscape (Meb Faber)

Quantifying Self Attribution Bias with Meng Wang (Excess Returns)

Andrew Brzezinski: Separating AI Hype From Reality (Barron’s)

It’s the End of Globalization as We Know It with Peter Zeihan (Stansberry)

Ryan O’Connor (Business Brew)

My Thoughts on the Economy – Ep 204 (Vitaliy)

The Value Perspective with Richard Oldfield (VP)

Lobo Tiggre: Junior Mining Speculation (VH)

Carson Block’s Big Sunrun Mistake (Zer0es)

Vox Royalty (TSX: VOXR) (NASDAQ: VOXR): Value Play in the Mining Royalty Space (PlanetMicroCap)

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This week’s Buffett Indicator:

Overvalued.

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This week’s best investing research:

Executives vs. Chatbots in Earnings Conference Q&A (AlphaArchitect)

Buffett’s Berkshire Reports Another Big OXY Buy (ASC)

Trick or Treat? Bobbing for Multibaggers in the Small-Cap Market (CFA)

How bad is the bond market? Take a look at the drawdown (DSGMV)

The S&P 500 Broke A Historic Win Streak of 15 Up Mondays (PAL)

Discover Uncommon Value in the Preferred and Capital Securities Market (AllAboutAlpha)

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This week’s best investing tweet:

5/6

Add up large-, mid-, and small-cap stocks, and you get the Russell 3000 stock index.

Take out the Magnificent Seven (red); the “other 2993” stocks are down on the year (blue). pic.twitter.com/FIrGtQcm3B

— Jim Bianco (@biancoresearch) October 21, 2023

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This week’s best investing graphic:

Ranked: The Fastest Growing Economies In 2024 (Visual Capitalist)