Weekly Investing Roundup – News, Podcasts, Interviews (03/14/2025)

This week’s best investing news:

Howard Marks – Unlocking Investment Wisdom (Money Maze)

Ray Dalio: The U.S. government’s debt problem will lead to ‘shocking developments’ (CNBC)

Bill Nygren – A Modern Approach to Value Investing (FinChat)

GMO: Trade: The Most Beautiful Word In The Dictionary (GMO)

The Last Lecture of Benjamin Graham (Kingswell)

Has Private Credit Broken the High-Yield Spread Signal? (Verdad)

The Wisdom of Bill Gurley (East Wind)

“It Has Never Been Not Hard” (TSOH)

As Good As It Gets (Felder)

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

Charlie Munger’s Timeless Advice for Surviving Market Crashes (CMQ)

More proof that predicting short-term stock market moves is almost impossibly hard (TKer)

Aswath Damodaran – Session 13: Loose Ends in Valuation (AD)

Déjà Vu All Over Again (Havenstein)

Is International Diversification Finally Working? (Ben Carlson)

European (fund flow) Exceptionalism (FT)

Are Stocks a Sure Thing Over the Long Term? Not Necessarily (WJS)

Never Root for a Recession (Dollars Data)

You Can’t Escape Politics. Your Investing Decisions Can (WSJ)

Visualizing every day of the US stock market for the last 10 years (Sherwood)

MiB: Philipp Carlsson-Szlezak, Global Chief Economist for BCG (MiB)

March Views from First Eagle Global Value Team (FEIM)

RV Capital’s 2024 Letter to Co-Investors (RV)

On Stock-Picking in Volatile Environments (AB)

Polen Capital Management: Can Diversification and Concentration Coexist? (Polen)

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This week’s best value investing news:

Seven Great Investors Break Down the Struggles of Value Investing (Validea)

Why is 2025 a ‘great year’ for value investing? (Fox)

Are value stocks finally taking the baton from growth? (Investment News)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Great Stocks Evolve But Most Investors Don’t (MicroCapClub)

#218 Outliers: Estée Lauder — A Success Story (KP)

Kelly Granat – Investing At Lone Pine (ILTB)

Q&A Series: Diversification and Position Sizing in Investing – Ep 248 (Intellectual Investor)

Basis Points: We’re entering a stock pickers market with Eric Marais (Equity Mates)

The Value Perspective with David Marcus (Value Perspective)

Adam Rossi: Investing In The Age of DOGE (Value Hive)

Jacqueline Faber: A Journey into Dark Academia (Meb Faber)

Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It (Excess Returns)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

How Bond ETFs Make Trading Easier and Cheaper (AlphaArchitect)

6 Reasons to Avoid Hedge Funds (CFA)

The ascent of Total Portfolio Approach (DSGMV)

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This week’s best investing tweet:

The reason why large caps have been smashing mid and small. Earnings. pic.twitter.com/bpr6Bo0RQB

— Tobias Carlisle (@Greenbackd) March 12, 2025

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This week’s best investing graphic:

Ranked: The Top 20 Countries Holding the Most U.S. Debt (Visual Capitalist)