Weekly Investing Roundup – News, Podcasts, Interviews (09/12/2025)

This week’s best investing news:

Investor Howard Marks on Making Sense of Today’s Markets: Full Interview (WONK)

Ray Dalio – How America Goes Broke (Prof G Markets)

Oakmark’s Bill Nygren: The S&P isn’t the broad-based index it used to be (CNBC)

Capex Cycles (Verdad)

Leon Cooperman: The broader market is heading for trouble (CNBC)

Mario Gabelli on dealmaking, Kraft Heinz split and sports investing (CNBC)

Many Happy (Fundamental) Returns (GMO)

John Malone on Warner Bros. Spinoff, Streaming, Dealmaking, Future of Sirius (Bloomberg)

Do Simple Stock-Picking Formulas Still Work? (Morningstar)

How to Keep This Hot Stock Market From Melting Your Retirement Dreams (Jason Zweig)

Robinhood shares soar 15% after getting long-sought addition to S&P 500 (CNBC)

Transcript: Neal Katyal on Challenging Trump’s Global Tariffs (Ritholz)

Are We at Bubble-Level Valuations? (Carlson)

4 sometimes-conflicting ways I’m thinking about the economy (TKer)

Lulu Cheng Meservey: How To Build A Cult (Farnam Street)

Is The Stock Market Headed For A ‘Wile E. Coyote Moment’? (Felder)

Musk and Me: A Tale of Second Best (HD)

My New Book: The Art of Spending Money (Collab Fund)

Investing in Your 40s and 50s: The No-Mistake Zone (Safal)

Good for Who? (BI)

The US is unlikely to drop into recession (Klement)

Just How Bad Would an AI Bubble Be? (Atlantic)

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This week’s best value investing news:

Deep Value in Europe, Shareholder Activism, Stag Hunts, and Value Traps with Iggy on Investing (Planet MicroCap)

Morgan Stanley lists top value stocks to own for 2026 (investing.com)

Two Markets, Two Stories: How Value Stocks Have Outperformed Internationally (Visual Capitalist)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

How do you get management to talk about things they don’t want to talk about? (MCC)

Innovative Tax Strategies in Bond Investing [Alex Morris] (Meb)

Episode 374: The Underperformance of Target Date Funds (RR)

Fred Smith: The Story of FedEx (KP)

The Mag7 Is No Longer The Mag7 with Robinhood’s Steph Guild & Michael Obucina (RR)

Sam Hinkie – Find Your People (ILTB)

Spencer Cibelli – Haypp Group: Nicotine’s “Win-Win-Win” Business (BB)

Ep 472. Moats in Commodities: Why Some Price Takers Win Big (FC)

Keeping up with AI, your Superannuation options & Pimp my Portfolio with Luke Laretive (EM)

Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown (ER)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Equity duration and predictability (AlphaArchitect)

Retail Access to Private Markets (papers.ssrn)

Consumer Businesses Are Stronger than Ever… Where Are the Investors? (AllAboutAlpha)

Serial Acquisitions in Tech (papers.ssrn)

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This week’s best investing tweet:

The ratio of S&P 500 Growth to Value in the US has hit a new record high, surpassing the peak of the meme stock bubble in 2021.

Growth dramatically outperformed value from 2007-2020, then saw a reversal in 2022 until unusually continuing during the rate hiking cycle from 2023 to… pic.twitter.com/SAQFOFfG37

— Tobias Carlisle (@Greenbackd) September 10, 2025

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This week’s best investing graphic:

Visualizing the Biggest Stock Buybacks of 2025 (Visual Capitalist)