Weekly Investing Roundup – News, Podcasts, Interviews (07/11/2025)

This week’s best investing news:

Mohnish Pabrai’s Session with SumZero (MP)

Jeremy Grantham: How to predict a stock market bubble (MI)

Fundsmith 2025 Semi Annual Letter to Shareholders (FS)

Jonathan Satovsky Interviews Joel Greenblatt (Satovsky)

Making the Most of Market Volatility (Verdad)

Ken Fisher – What Comes Next for US Stocks? (Fisher)

Ray Dalio on U.S. budget deficit: More than 50% chance of trauma if we don’t deal with this well (CNBC)

Bill Nygren Q2 2025 Market Commentary: Our bottom-up approach to a top-down crisis (Oakmark)

Learn From Your Mistakes (Vitaliy Katsenelson)

The Future of Investment Management is the Paradox of Choice (Ben Carlson)

It remains ‘dangerous’ to underestimate Corporate America (TKer)

[Outliers] Les Schwab: Why Real Ownership Outperforms Experience, Capital, and Credentials (KP)

A new twist on an old bet with Buffett (FT)

A Screenless Future (Collab Fund)

The Portfolio of the Mind (Safal)

Are Markets Marching Toward A ‘Wile E. Coyote Moment’? (Felder)

Guy Spier – Outperforming the Market with Integrity, Friendship & Wisdom (TIP)

Where have all the risk premia gone? (FT)

Kate Moore, Citi Wealth CIO (MiB)

Extreme Concentration in the S&P 500 (Apollo)

Are fundamentals starting to matter again outside the U.S.? (Oakmark)

Causeway Funds: Global Markets Are On a Tear. These Stocks in Europe and Japan Are Still Bargains. (Causeway)

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This week’s best value investing news:

The Value Perspective – London Value Investment Conference 2025 (TVP)

Pzena Investment Management: Emerging Markets Value Investing Myths (Pzena)

Stock Pickers Shine, Sniffing Out Value During Market Tumult (Bloomberg)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Market Volatility: 4 Key Factors to Track in Q3 2025 (Morningstar)

Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare (Meb)

On the Road: Why Site Visits Matter (PMC)

Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More) (VH)

#236 Harley Finkelstein: You Must Requalify for Your Role, Every Year (KP)

Current Thoughts on Tesla (VK)

Optimise your tax using these 4 investment structures (EM)

Secrets to Diversification and Outperforming Today’s Market (SB)

The Great Moderation is Over. The Great Convergence is Here (ER)

Caryn Seidman-Becker: Rebuilding CLEAR (ILTB)

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This week’s Buffett Indicator:

Overvalued

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This week’s best investing research:

What Factors Drive Corporate Bond Returns? (AlphaArchitect)

Mind the Inflation Gap: Hedging with Real Assets (CFA)

Markets Are at the Edges of Uncertainty (PAL)

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This week’s best investing tweet:

Small caps and midcaps are 30% cheaper than large caps on a price-earnings ratio and have been since 2022–3 1/2 years.

The last time we saw a discount this size was 1998 to 2001. A legendary small / mid cap cycle followed to 2017/18. pic.twitter.com/INlknviQwp

— Tobias Carlisle (@Greenbackd) July 7, 2025

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This week’s best investing graphic:

Ranked: The Best Countries for Work-Life Balance in 2025 (Visual Capitalist)