Weekly Investing Roundup – News, Podcasts, Interviews (05/16/2025)

This week’s best investing news:

Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack)

Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fireside Chat (2025) (Andreu Orell Forteza)

Monhish Pabrai: Meet the Man Who Made $200M+ By Copying Warren Buffett (First Million)

Warren Buffett Reveals He Stepped Down After Finally Feeling His Age (WSJ)

From Theory to Practice: Capital Allocation in Japan (Verdad)

Cliff Asness: Can technology outrun ‘stupider and stupider’ government? (Nick Gillespie)

Navigating Turbulence: A Conversation with Chris Davis & Bill Miller (Davis)

The Death of Risk (Ben Hunt)

Three Faces of American Capitalism: Buffett, Musk, and Trump (New Yorker)

Chris Bloomstran Speaks to University of Missouri Finance Students (Andy Kern)

The Silent Compounding Cost of a 1% Fee (HumbleDollar)

What Does It Mean To Be The GOAT? (Felder)

3 ½ days in Omaha (Stephen Clapham)

Stock market targets get revised up weeks after getting cut (TKer)

The dumbest idea in the entire history of finance is back! (Havenstein)

A conversation with Mark Zuckerberg (Stripe)

Key S&P 500 Model Turns Bearish for First Time in Two Years (Bloomberg)

Cliff Asness – Buffer Madness (AQR)

Six Reasons We Uncorrected (Josh Brown)

MiB: Karin Risi, Vanguard’s Chief of Strategy & Product (MiB)

A Market Puke and Rally (Ben Carlson)

Third Point Q1 2025 Investor Letter and Portfolio Update (TP)

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This week’s best value investing news:

How can I invest in the ‘value’ bounce back? (Fidelity)

Andrew Ang: Value Investing and Portfolio Strategies (Enterprising Investor)

Value investing is poised to rise from the dead (Reuters)

Is it time to invest in value stocks? (The Times)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack)

#228 Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World (KP)

#47 The Relentless Improver (Stephen Clapham)

Two baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update (Equity Mates)

What Investors Get Wrong About Trade Wars (Excess Returns)

Dangerous Dependency: Apple & the Rise of China (Hidden Forces)

Royce Yudkoff & Rick Ruback – Entrepreneurship Through Acquisition (ILTB)

Investing with GUTS: An Evidence Based Approach to MicroCaps (MicroCapClub)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

How Much Could the Trade War Affect American Corporate Profits? (AllAboutAlpha)

The Virtue of Complexity in Return Prediction (AlphaArchitect)

Evaluating trading strategies – Harder than you think (DSGMV)

Private Equity at a Crossroads: A Conversation with Ludovic Phalippou (CFA)

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This week’s best investing tweet:

Growth (blue) versus Value (red).

The indexes are imperfectly constructed. pic.twitter.com/AwBv2CGWKB

— Tobias Carlisle (@Greenbackd) May 15, 2025

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This week’s best investing graphic:

Mapped: Billion Dollar Companies by Country in 2025 (VisualCapitalist)