This Week’s Best Value Investing News, Podcasts, Interviews (11/29/2024)

This week’s best investing news:

Howard Marks: The Key to Thriving in an Uncertain Investment Landscape (Global Money)

Steve Cohen on How to Build Your Investing Career: Part One (Point 72)

Jim Rogers: Market Party Will End in Crisis | Why He’s Not Shorting ‘Yet’ (The Julia La Roche Show)

Cliff Asness – Old Man Yells at the Cloud (The Compound)

Charlie Munger’s Closing Act || Q&A Transcript (2023) (Kingswell)

Billionaire U.S. hedge fund manager Bill Ackman acquires $2.6-billion stake in Brookfield Corp (G&M)

Warren Buffett’s 25 biggest mistakes – and 4 lessons they teach (Chris Leithner)

Validea’s Top 10 Joel Greenblatt Magic Formula Stocks – November 2024 (Validea)

GMO – Beyond The Factor (GMO)

Misleading Indicators (Humble Dollar)

Corporate Insiders Are Jumping Ship (Felder)

F1 Is at an Inflection Point (Galloway)

Transcript: Corey Hoffstein on Return Stacking  (MiB)

Fiscal Red Bull (Havenstein)

‘I Don’t Know Where to Turn or What to Do.’ His $763,094 Retirement Fund Is in Limbo. (Jason Zweig)

Josh Wolfe – Latest Letter (Lux)

Sam Walton: Made in America (Security Analysis)

America’s Superpower (Collab Fund)

Boyer – Forgotten Forty Sample Reports Here (Boyar)

Pzena Investment Management CEO: Excited about opportunities in China, Japan (Pzena)

---

This week’s best value investing news:

Value stocks and the duality of markets in 2025 (Franklin Templeton)

What to do as large private banks trade like value stocks & utility stocks act like growth stocks? (ET)

From Real Estate to Crypto, Value-Investing Opportunities Are Everywhere (Stansberry)

---

This week’s Fear & Greed Index:

---

This week’s best investing podcasts:

The Most Misunderstood Bull Market Ever | Jim Paulsen (Excess Returns)

Joel Nagel on Global Asset Protection: Defense for a Dangerous World (Meb Faber)

#41 The Composer (Clapham)

Belief Over Fear: Markets Defy Gravity Amid Uncertainty (On The Tape)

Luca Dellanna on His Book, Ergodicity: Definitions, Examples, Implications (MOI)

Gabe Whaley – Building MSCHF (ILTB)

Tyler Cowen on Life and Fate (EconTalk)

Expert: Luke Laretive – High conviction stocks in Aussie small caps (Equity Mates)

---

This week’s Buffett Indicator:

Strongly Overvalued

---

This week’s best investing research:

Factors are global, respectable and repeatable (Alpha Architect)

Infrastructure Debt: Unlocking Investment Opportunities in a Transforming Economy (CFA)

The link between earnings, market returns, and GDP is not strong (DSGMV)

The Stock Market Needs a Good Story (PAL)

---

This week’s best investing tweet:

The more I see this chart, the more excited I get about International Equities.

What are your favorite ex-US markets? pic.twitter.com/jG3sJGUAvF

— Brandon Beylo (@marketplunger1) November 23, 2024

---

This week’s best investing graphic:

Visualizing the Social Media Giants Dominating Ad Spend (Visual Capitalist)