Weekly Investing Roundup – News, Podcasts, Interviews (05/30/2025)
Thursday, May 29, 2025 · Johnny Hopkins
This week’s best investing news:
Mohnish Pabrai’s Session with Ashoka Investment Club (MP)
Greenlight Capital’s Einhorn Is Net Long Europe, Neutral on US (Bloomberg)
Ken Griffin Trump ‘eroding’ US brand, has made the country 20% poorer (Semafor)
Is South Korea the next Japan? (Verdad)
Mario Gabelli: Creative Innovation: Economy, Inflation, Tariffs & Taxes – Annual Meeting 2025 (Gabelli)
John Rogers : Investing in Uncertain Times (Semafor)
Vitaliy Katsenelson on Index Investing, Sideways Markets, Company Analysis (VK)
Michael Mauboussin – Drawdowns and Recoveries (MS)
Supply and Demand (OakTree)
What Jim Rogers Really Thinks About Trump (Vantage)
Oakmark’s Alex Fitch: Eliminating Ego and Finding Value (AUM)
Beyond the Magnificent Seven: A Fundamental Look at Today’s Best S&P 500 Stocks (Validea)
John Huber on Investment Strategies & Market Wisdom (Business Brew)
The Data on Active Large Cap Underperformance (Ritholz)
History Shows Investors Should Mind The ‘Kindleberger Gap’, Part Deux (Felder)
Should Investors Rethink Global Diversification Amid Tariff Uncertainty? (Morningstar)
Even the Most Sophisticated Investors Aren’t Likely to Outperform (Larry)
The Consumer AI Revolution Won’t Be Technical. It’ll Be Emotional (Collab Fund)
The simple explanation for why the stock market is holding up (TKer)
If it’s such a great trade, why are you offering it to me? (Havenstein)
Yes, You Have Too Much Money in That One Hot Stock (WSJ)
Ivey Business School’s Value Investing Program | Paul Johnson (Ivey)
MiB: Ron Shaich, Au Bon Pain, Panera Bread & CAVA (MiB)
7 Attributes of The Millionaire Next Door (Ben Carlson)
On Why Carrying a Notebook Might Make You a Better Investor (Polymath)
This week’s best value investing news:
Jennifer Wallace’s Winning Cash-Flow Strategy- Value Investing (Steve Clapham)
Why Value Investing Has Worked Better Outside the US (Morningstar)
Stockpicking and fundamental value still keys for the patient investor (StockHead)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Jason Zweig: Revisiting ‘The Intelligent Investor’ (LV)
Why markets are ripping despite all the risks – Lukasz de Pourbaix | Fidelity (EM)
Apollo’s Alex Wright on The Role of Private Markets in Modern Portfolios (MF)
The Value Perspective with Barry Ritholtz (VP)
The Hidden Trap in Concentrated Wealth | Wes Gray & Sri Narayan Explain the Way Out (ER)
Graham Weaver – Building Alpine (ILTB)
The Stock Strategies That Are Paying Off in 2025 (MS)
Europe’s Hidden Gems (PM)
#230 Bill Belichick: 8x Super Bowl Champion on Winning, Leadership, and Discipline (KP)
Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are special guests on this podcast (BH)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Working More to Pay the Mortgage (AA)
Fama-French factors and economic drivers – Watch macro (CFA)
A Bit Perplexed by Perplexity (AAA)
This week’s best investing tweet:
Son, when I was your age you could buy companies for 7x.
via @McKinsey pic.twitter.com/YZUtA2hOgw
— Meb Faber (@MebFaber) May 28, 2025
This week’s best investing graphic:
Ranked: America’s $425B Trade Deficit by Product (Visual Capitalist)
