This Week’s Best Value Investing News, Podcasts, Interviews (07/19/2024)

Michael Green: The Stock Market Is Now A Giant Ponzi Scheme (Adam Taggart)

The AI Bubble Is Reaching A Tipping Point,’ Part Deux (Felder)

What was the motive for the abysmal security? (Havenstein)

Revised Talk on the Concept of Float (Fundoo)

MiB: Matt Eagan, Loomis Sayles Fixed Income (MiB)

The gravity of US stock leadership (FT)

How Benjamin Graham Survived World Panic on Wall Street (#17) (BBG)

Wedgewood Partners Q2 2024 Client Letter: Apple of Our AI (Wedgewood)

Heirs Finally Get an Answer From IRS About Money in Inherited Retirement Accounts (WSJ)

Oakmark Select Fund Q2 2024 Market Commentary (Oakmark)

Miller Value Partners Deep Value Strategy Q2 2024 Letter (Miller)

Sequoia Strategy Letter Q2 2024 (Sequoia)

Patient Capital Management Q2 2024 Commentary (PC)

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This week’s best value Investing news:

Invesco chief global market strategist: This big rotation into value and small caps is only just beginning (G&M)

Have value investors been hindered by this quirk of accounting? (FirstLinks)

For global investors, China is a slow-burning trade (Globe & Mail)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

What is the Best Performing Stock of All Time? (Meb Faber)

The Case for a Continued Rally with Warren Pies (Excess Returns)

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 (FC)

David Senra – Passion & Pain (ILTB)

The Folly of Certainty (Oaktree)

What’s Up With These Markets?! (Guest: Chase Taylor) (Market Huddle)

#248 – AI in Investing with Stanford AI Researcher Dr. Mohammad Rasouli (AR)

#37 The Analyst (Stephen Clapham)

Jennifer Prosek – Nailing the Narrative (Capital Allocators)

Expert: Gary Monaghan – The outsized opportunity in Asia | Fidelity (Equity Mates)

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This week’s Buffett Indicator:

Overvalued

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This week’s best investing research:

Explaining the Performance of Low-Priced Stocks: The Penny Stock Anomaly (AlpfaArchitect)

Market Internals Hit New Highs (ASC)

Why is the stock-bond correlation important? (DSGMV)

Can Equal Weight Solve Our Concentration Crisis? (CFA)

Have Option Selling Strategies Suppressed Implied Volatility? (AllAboutAlpha)

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This week’s best investing tweet:

“Deep value investing isn’t about deep discounts. It’s about seeing something profound and deep underneath the surface when others are only seeing the tip of the iceberg and still making judgements.”

–@honam

— Ian Cassel (@iancassel) July 18, 2024

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This week’s best investing graphic:

Ranked: Average Annual Salaries by Country (Visual Capitalist)