Weekly Investing Roundup – News, Podcasts, Interviews (04/04/2025)

This week’s best investing news:

Howard Marks – Top Takeaways from Oaktree’s Quarterly Letters – March 2025 (OakTree)

Joel Greenblatt defends value investing: It’s not difficult to beat the market (CNBC)

Jeremy Grantham – Rising Toxicity And The Threat To Capitalism And Life Itself (GMO)

The Acquirer: Hiroshi Nojima, Nojima Corporation (Verdad)

Bill Nygren: Tariffs are inflationary, anti-growth and amount to a tax increase (CNBC)

Has Warren Buffett’s ‘big’ mistake finally turned the corner? (FT)

François Rochon  – Buying Exceptional Businesses & Ignoring the Noise (TIP)

Tariffs: Making the U.S. Exceptional, but Not in a Good Way (GMO)

Cliff Asness – Should Hedge Funds Hedge?: Why Some Alts Should Have a Beta of 1.0 (AQR)

Robert Robotti speaking at the Capstone Student Investment Conference 2025 (Robotti)

The stock market’s history with recessions (TKer)

Risk Presents Itself (Havenstein)

Has A New Bull Market In Diversification Officially Begun? (Felder)

The Two Most Dangerous Words in Investing (BI)

How to Make 267%—or Lose 90%—on Treasury Bonds (WSJ)

MiB: Michael Lewis on ‘Who is Government’ (MiB)

We’re Headed to Recession Island | Will the Trump and Powell Puts Save Us? | Andy Constan (Validea)

Seeking Certainty (HumbleDollar)

If the Stock Market is Making You Uncomfortable (Michael Batnick)

Taming my ‘big dumb lizard brain’ with a ‘cowboy account’ (TKer)

Polen Capital Podcast – Are There Bubbles in the Stock Market? (Polen)

Jensen Investment Management: Navigating the Tariff Landscape (Jensen)

April Views from First Eagle Global Value Team  (FEIM)

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This week’s best value investing news:

Value Investing in 2025 (Colossus)

Indian retail investors turn cautious amid market volatility. Should value investing be the next bet? (Mint)

With value investing back in vogue, I’m taking a leaf out of Warren Buffett’s playbook (Yahoo)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Darren Farber – The Business of Defense (ILTB)

China’s Investment Potential: A Deep Dive with Jingshu Zhang (BusinessBrew)

The Value Perspective with Greg Dean (VP)

Christopher Zook – Accessing Private Markets (Meb)

Don’t Underestimate the Power of ‘Hidden Compounders’ (Stansberry)

Keep Throwing Spears (MicroCapClub)

#221 Bruce Flatt on Value, Discipline, and Durability (KP)

WTT: Private Equity Investing in 2030 (CA)

Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications (EI)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Portfolio Tax Strategies: Section 351 vs. Exchange Funds vs. Long/Short Tax-Loss-Harvesting (AlphaArchitect)

Impact Investing Meets Private Equity: The Next Trend in Value Creation & AUM? (AllAboutAlpha)

Market Concentration and Lost Decades (CFA)

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This week’s best investing tweet:

Don’t know if this deal happens, and it’s not particularly big, but trying to buyout your resellers is usually a huge red flag. It’s often a way to bury inventory costs and/or avoid receivables provisioning. $NVDA pic.twitter.com/ZjCGjCzBiA

— James Chanos (@RealJimChanos) March 26, 2025

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This week’s best investing graphic:

Charted: How Popular Are America’s Richest Billionaires? (Visual Capitalist)