Weekly Investing Roundup – News, Podcasts, Interviews (07/18/2025)
Thursday, July 17, 2025 · Johnny Hopkins
This week’s best investing news:
Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity (Master Investor)
Howard Marks Interview Trinity SMF (Trinity)
Warren Buffett comes out on top from Kraft Heinz flop (FT)
Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate (BTC)
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank (Acquired)
When Private Funds Are Publicly Traded (Verdad)
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies (VIWL)
Ray Dalio with David Rubenstein: How Countries Go Broke (Rubenstein)
Billionaire investor Mario Gabelli shares his stock picks CNBC)
How Index-Fund Investing Turned Into an Extreme Sport (Jason Zweig)
Why You Shouldn’t Be Scared of Heights (Carson)
Nothing’s Shocking (Havenstein)
Everyone Has a Process (Mojo)
‘Buy The Dip Has Become The New Religion’ (Felder)
Do Individual Investors Need a Reality Check? (Morningstar)
Where in the world do S&P 500 companies do business? (TKer)
Is This the Worst Decade Ever For Bonds? (Ben Carlson)
Bring the Noise (BI)
MiB: Richard Bernstein, CEO / CIO of RBA (MiB)
Miller Value Partners Market Commentary: It Often Rhymes (Miller)
Patient Capital Management Q2 2025 Commentary (PC)
Causeway’s Sarah Ketterer: Europe Is on a Tear, Values Abound (WealthTrack)
Wedgewood Partners Second Quarter 2025 Client Letter: A Day in the Stock Market Life (Wedgewood)
This week’s best value investing news:
How to be a value investor (IC)
Why value stocks will beat growth stocks if inflation gets worse (MW)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
No Paralysis Through Analysis (MCC)
Brian Selmo: ‘Winning by Not Losing’ (LongView)
Goldman Sachs’ Sara Naison-Tarajano – Family Office Whisperer (Meb)
Les Schwab: Why Real Ownership Outperforms Experience, Capital, and Credentials (Outliers) (KP)
#49 The $50bn Man (Clapham)
Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025 (EI)
False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing (ER)
Alan Waxman – Building Sixth Street (ILTB)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
How Many Stocks Should Be In Your Portfolio? A Practical Guide to Portfolio Construction (AlphaArchitect)
Book Review: The Behavioral Portfolio (CFA)
Commodities march differently than gold (DSGMV)
This week’s best investing graphic:
Charted: Gold’s Annual Returns (2000-2025) (Visual Capitalist)
