Weekly Investing Roundup – News, Podcasts, Interviews (08/08/2025)

This week’s best investing news:

Ray Dalio Reflects on Bridgewater’s 50-Year Anniversary (Bridgewater)

Jamie Dimon’s Most Powerful Lessons Didn’t Come from Wall Street (HLL)

Charley Ellis: Indexing Is a Marvelous Gift (Long View)

Michael Mauboussin – Cash Holdings – Data, Theory, and Alternatives (MS)

Aswath Damodaran: The Imitation Game: Defending against AI’s Dark Side! (AD)

Episode 29: Jim Chanos – Founder of Kynikos Associates (GAP)

Frenzied Speculation in U.S. Stocks (GMO)

‘AI Spending Is Eating The US Economy’ (Jesse Felder)

Berkshire Hathaway Q2 2025 Earnings Letter (BH)

What Microsoft’s $4 Trillion Market Value Really Means (FA)

The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle (Tanay)

A Wild Year for Markets Hits Trend-Following Hedge Funds (WSJ)

Yes, the Data is Broken and Yes, This is Stagflation (Ep Theory)

[Outliers] Sol Price: The Godfather of Costco, Walmart, and Modern Retail (Farnam Street)

What A World (A few Stories) (Collab)

State of the Market (Spilled Coffee)

MiB: Erik Hirsch, Hamilton Lane (MiB)

Has the ‘Buffett Premium’ Gone Away for Berkshire Stock? (Morningstar)

We’re at an economic tipping point (TKer)

Valuation Ambiguity! (Havenstein)

The behavioural biases of fund managers (Klement)

A Closer Look at Berkshire Hathaway’s Q2 2025 Earnings Report (Kingswell)

Third Avenue Value Fund Q2 2025 Commentary (TA)

Tweedy Browne Q2 2025 Commentary (TB)

Jensen Investment Management: The Case for Mid-Caps (Jensen)

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This week’s best value investing news:

Resurgent International Value (Verdad)

Value investing isn’t dead, you’re just doing it wrong (LiveWire)

Why Value Investing Still Works—If You Do It Right (Morningstar)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

What Really Drove Buffett’s Success | Kai Wu on Berkshire’s Intangible Edge (ER)

Ryan Petersen: Building the Hidden Engine of Global Trade (Shane Parrish)

EP 216: The Power of Humility in Investing with Dan Rasmussen (PL)

Know Your Edge with Jordan Zinberg, President & CEO of Bedford Park Capital (PMC)

Andrew Milgram – Full-Contact Capitalism (ILTB)

James Dovolos – Liquid Assets: Water’s Role in Oil’s Future (BB)

The Value Perspective with special guest June Jie Sun (TVP)

Why Bonds Belong in Your Diversified Portfolio (Even Now) (Morningstar)

Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World (EI)

Big names report big gains, Pimp my Portfolio & what experts are buying and selling (EM)

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This week’s Buffett Indicator:

Overvalued

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This week’s best investing research:

The Wealth-Insurance Puzzle: Rethinking Risk Coverage and Affluence (AA)

Capital Deployment Matters: A Smarter Way to Assess PE Returns (CFA)

In Defense of Boring: The Case for Camry-Grade Investing (AAA)

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This week’s best investing tweet:

S&P 500 growth (blue) versus value (red). These jaws closed from 2000 to 2007. pic.twitter.com/UcYXSlhnSa

— Tobias Carlisle (@Greenbackd) August 6, 2025

 

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This week’s best investing graphic:

Ranked: The World’s Most Spoken Languages in 2025 (Visual Capitalist)