Weekly Investing Roundup – News, Podcasts, Interviews (07/04/2025)
Thursday, July 3, 2025 · Johnny Hopkins
This week’s best investing news:
Warren Buffett announces $6 billion in donations (Berkshire)
AQR’s Cliff Asness weighs in on machine learning, quant credit (P&I)
Jim Chanos on the Nuttiness of ‘Bitcoin Treasury Companies’ (Odd Lots)
Ken Fisher – The Investing Opportunities We See Outside the US (Fisher)
Bill Belichick and Ray Dalio on What It Takes to Win (The Deal)
2024 Private Equity Fundamentals (Verdad)
Interview with Julian Robins, Head of Research at Fundsmith (Investor Insights)
Paul Tudor Jones – I’ve Spent My Life Measuring Risk. AI Rings Every One of My Alarm Bells (Time)
Tweedy Browne Interview – As value investors, we like to buy outside the US (The Market)
Curb your enthusiasm (for market innovations) (Oakmark)
GMO’s Ben Inker: Finding Undervalued Stocks (Barron’s)
The 4 Rules for Cash: How to Manage Your Money the Smart Way (Morningstar)
Ken Griffin on China, Trump and Why He Bought a Dinosaur (Bloomberg)
A Recipe for Doubling Your Stock Returns, Again and Again (NY Times)
A World of Hurt (Havenstein)
Big Banks Are Returning Billions—But What Do the Fundamentals Say? (Validea)
Where does value accrue beyond Open AI? (Collab Fund)
The Bull Case For Energy (Felder)
A Winning Investment Strategy Sitting Right Under Your Nose (If You Can Hold It) (Morningstar)
The Stock-Market Rally Is Moving Beyond Big Tech and Investors Are Thrilled (WSJ)
Globalization has been great for U.S. corporate profit margins (TKer)
Is now the time to go long in bonds? (Humbler Dollar)
Velina Peneva, Swiss Re Chief Investment Officer (MiB)
Passive Investing Is Fueling the Rise of Mega-Firms (Morningstar)
This week’s best value investing news:
Noah Snyder on Value Investing in Programmatic Acquirers (MoI)
The Importance of Value Investing (RM)
Value investing proves fruitful for stock pickers (IN)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
What is the difference between Good, Great, and G.O.A.T stock pickers? (MCC)
#235 Outliers: Jimmy Pattison — Building a $16B Empire Without Connections, Capital, or Credentials (KP)
#256 – Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen (AR)
Victor Haghani on Predicting the Market and Disciplined Asset Allocation (Meb)
Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis (Barron’s)
Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys (Excess Returns)
Benjamin Hoff – Commodity Futures Surfaces and the Cash-and-Carry Glue (S7E17) (FWM)
Charlie Songhurst – Lessons from Investing in 483 Companies (ILTB)
Is the International Outlook Brighter Than the US? (Morningstar)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Reaching for Yield: What Retail Investors Do When Rates Drop (AlphaArchitect)
From Models to Markets: A Conversation with Kenneth Blay (CFA)
Asset-Based Lending: Coming of Age in the 2020s? (AAA)
This week’s best investing tweet:
This is the Russell 2000 v S&P 500.
When the red and black line is going up, the Russell 2000 is outperforming the S&P 500.
When the red and black line is going down, the Russell 2000 is underperforming the S&P 500.
The red and black line peaked in 2011 and fell to an… pic.twitter.com/780IsxYs1Z
— Tobias Carlisle (@Greenbackd) July 3, 2025
This week’s best investing graphic:
Visualizing the Countries With the Largest Proven Oil Reserves (Visual Capitalist)
