Weekly Investing Roundup – News, Podcasts, Interviews (10/31/2025)

This week’s best investing news:

Howard Marks Memo: A Look Under the Hood (OakTree)

Cliff Asness on Factor Investing and the History of Financial Economics (Hoover)

Ray Dalio: Market is showing signs of a bubble (CNBC)

The Rise of Alternatives (Verdad)

A Conversation With Ken Griffin (Citadel)

Paul Tudor Jones: Ingredients are in place for massive rally before a ‘blow off’ top to bull market (CNBC)

Pzena Extreme valuations & durable fundamentals – the case for small caps globally (Pzena)

Jeffrey Gundlach: Looking at possibility for a steeper yield curve (CNBC)

Staying the Course Worked (Again) (Carlson)

MiB: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab (MiB)

Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA’s Value (Huber)

Searching For Meaning In Gold’s Scorching Rally, Part Deux (Felder)

S&P 6,600, 6,700, 6,800… 100-point milestones aren’t what they used to be (TKer)

[Outliers] Steve Wozniak: The Engineer Who Built Apple (Farnam)

The Case for a ‘Good Enough’ Portfolio (Morningstar)

What’s Going on With Gold? (Dollars & Data)

Trying to Time the Market is Like Playing ‘The Traitors’ (BI)

As Nvidia Crosses $5 Trillion, 5 Charts on the Unstoppable Tech Rally (Morningstar)

Miller Value Partners: Why Market Concentration Sets the Stage for Active Opportunity (Miller)

Polen Global Growth Q3 2025 Commentary (Polen)

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This week’s Value Investing News:

Amit Wadhwaney – From Montreal to Moerus: Amit Wadhwaney’s Deep Value Discipline (VIWL)

Two market leaders have stumbled, value investors see opportunity (LiveWire)

David Herro – Partner Insight: Forget market volatility, think longer term (Harris/Oakmark)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

A Look Under the Hood (Howard Marks)

Anthony Scilipoti: The Bubble No One is Talking About (Parrish)

Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth (Barron’s)

The Bull Case for China: What’s Changed & Where to Invest – Lukasz de Pourbaix | Fidelity (Equity Mates)

The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven’s Big AI CapEx Bet (ER)

Ken Langone – The American Dream (ILTB)

Inside The $200 Billion World of Gaming with Peter Levin (Meb)

Art and Investing (Cassel)

The Case for MicroCaps (PlanetMC)

Matthew Quigley – Pricing Potential: How Lending and NIL Are Changing Sports (BusinessBrew)

Doug and Heather Boneparth: How Couples Can Find Financial Harmony (LongView)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

How does inflation impact trading? (AlphaArchitect)

The New Space Race: Multipolar Challenge or Multiplanetary Opportunity? (AllAboutAlpha)

The Factor Mirage: How Quant Models Go Wrong (CFA)

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This week’s best investing tweet:

$IWM Top 25 holdings.

You will never find a more wretched hive of scum and villainy. pic.twitter.com/ra7UvkaahK

— Tobias Carlisle (@Greenbackd) October 29, 2025

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This week’s best investing graphic:

Ranked: The World’s 50 Most Valuable Companies in October 2025 (Visual Capitalist)