This Week’s Best Value Investing News, Podcasts, Interviews (03/29/2024)

This week’s best investing news:

Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth (Insightful Investor)

Terry Smith: ‘Most investors today are too short-term’ (Fundsmith)

The Enduring Appeal of Dividend Aristocrats (Validea)

Bill Nygren interview at Columbia Student Investment Management Association (CSIMA)

Famously Obstinate, Bill Ackman Is Now Real-Life Famous. What Next? (NY Times)

Bob Robotti – Capstone Student Investment Conference 2024 (CSIMA)

Mohnish Pabrai’s Session with Columbia Business School (CSIMA) (MP)

Why even Howard Marks is wary of office property (AFR)

From $100k to $7.6M in 30 years (HVG)

Interview: David Rosenberg (Globe & Mail)

Why the U.S. Government Is Suing Apple (WSJ)

Ariel’s Charlie Bobrinskoy discusses the Fed, markets, Mosaic Co.  (CNBC)

Robert Cialdini – How to Persuade & Influence Anyone | The 7 Psychological Tactics (TIP)

How BYD grew from battery maker to electric vehicle juggernaut, overtaking Tesla (CNBC)

Tom Gayner on the Markel Brunch and the Reunion 2024 (Good Investing)

MiB: Liz Ann Sonders, Schwab Chief Investment Strategist (MiB)

Dan Davidowitz of Polen Capital (JRo)

Polen Capital Management: Know What You Own – Stocks vs. Businesses (Polen)

Why Has the EV Market Stalled? (HB)

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This week’s best value Investing news:

Value Investing, Inflation and Expected Returns with Rob Arnott (Excess Returns)

TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson (TIP)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Sean Feeney – Reinventing the Restaurant Business (Invest Like the Best)

Blythe Masters – Fintech Innovation at Motive Partners (Capital Allocators)

The Case for an AI Bubble with Doug Clinton (Validea)

What Does “Unbiased” Mean in the Digital World? (EconTalk)

TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson (TIP)

But We Are Long-Term Investors (MicroCap Club)

Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy (Meb Faber)

Expert: Ben McVicar & Jowell Amores – Infrastructure: Invest in where the world is going (Equity Mates)

Value Investing, Inflation and Expected Returns with Rob Arnott (Excess Returns)

Otto van Hemert – Seasonality Everywhere (FWM)

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies (FC)

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This week’s Buffett Indicator:

Overvalued

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This week’s best investing research:

Personality Differences and Investment Decision-Making (AlphaArchitect)

Crude Oil Hits a 5-Month High (ASC)

The Remarkable Story of Style Regimes: For the Data-Driven Investor (CFA)

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This week’s best investing tweet:

Ray Dalio highlighhts five issues about China’s economy and makes his conclusion about investing there.

🧵👇

1 | “There are big debt and economic problems that are depressing economic activity, prices, and psychology.”

1/6 pic.twitter.com/vMKmddyHXF

— Hidden Value Gems (@HiddenValueGems) March 29, 2024

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This week’s best investing graphic:

How Small Investments Make a Big Impact Over Time (Visual Capitalist)