This Week’s Best Value Investing News, Podcasts, Interviews (10/18/2024)

This week’s best investing news:

Stan Druckenmiller on Fed Policy, Election, Bonds, Nvidia (Bloomberg)

Bill Nygren: Q3 2024 Commentary (Oakmark)

Buybacks for US, Dividends for EU (Verdad)

Larry Swedroe: An Evidence-Based Look at the Struggles of Value Investing (Excess Returns)

Building a Quantitative Strategy Based on Warren Buffett’s Approach (Validea)

Michael Mauboussin: Measuring the Moat (Morgan Stanley)

Rob Arnott – Why Nvidia’s Rally Won’t Last (Meb Faber)

Transcript: Joe Lonsdale, 8VC (Big Picture)

5 Investment Lessons From the Best Investing Books (Darius Raroux)

Sticking With Stocks (HumbleDollar)

Savers Bid a Sad Farewell to Higher Yields (WSJ)

Who Needs Risk Management? (Felder)

Mob Rule (Humble Dollar)

Long-Term Stock Market Averages (Ben Carlson)

Some Surprising Things I’ve Learned in 20 Years of Investing (White Coat)

A Few Thoughts On Diversification Strategies (Fortune Financial)

Do Groups Make Good Decisions? (BI)

Miller Value Partners Q4 2024 Market Commentary (Miller)

Wedgewood Partners Q3 2024 Client Letter – Powell & Co.: Take It Easy(Wedgewood)

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This week’s best value Investing news:

Larry Swedroe: An Evidence-Based Look at the Struggles of Value Investing (Excess Returns)

Pzena Investment Management Q3 2024 Commentary (Seeking Alpha)

Domestic stocks with value and momentum from BMO’s chief investment strategist (G&M)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets (Meb Faber)

Matt Perelman & Alex Sloane – The Art of Franchise Investing (ILTB)

Rob Fraser: How To Build Mental Resilience, Longevity in Career, and Succeed in Any Field (KP)

#40 The Chronicler (Stephen Clapham)

How to Retire: Transition From Saving to Spending (Morningstar)

The Great Rotation: Rethinking US and International Equity Allocations (MOI)

Expert: Sorin Roibu – Alibaba and Baidu to beat Amazon and Google!? (Equity Mates)

Jonathan Clements: ‘Life Is Full of Small Pleasures’ (Long View)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

The Sahm Rule as a Recession Indicator (AlphaArchitect)

Are Financial Market Indices Actually Diversified? (AllAboutAlpha)

What is volatility telling us at this time? (DSGMV)

Weekly Market Report: Bandwagon Effect (PAL)

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This week’s best investing tweet:

The share of Russell 2000 companies with negative earnings continues to rise pic.twitter.com/FyjyMmZEWR

— Win Smart, CFA (@WinfieldSmart) October 15, 2024

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This week’s best investing graphic:

Ranked: The Most Popular Generative AI Tools in 2024 (Visual Capitalist)