Weekly Investing Roundup – News, Podcasts, Interviews (11/21/2025)

This week’s best investing news:

Mohnish Pabrai – 5th European Value Investing Conference (Ivey)

Howard Marks: “US Stocks Are ‘Worrisome” (MoneyTalk)

Ray Dalio: We are definitely in a bubble, but that doesn’t mean you should sell (CNBC)

10 Things We Can Learn From Warren Buffett That Have Nothing to Do With Money (Morningstar)

Unpacking Value Investing with Rich Pzena (CFA)

Bill Nygren – From Book Value to Brand Value (Boyar)

Terry Smith: we’ve listened to the activist and Smithson Investment Trust has to change (AJ Bell)

The Art of Investing with Giverny Capital Founder François Rochon (WealthTrack)

A Frankenstein Of Financial Bubbles (Felder)

Michael Burry of ‘Big Short’ fame deregisters Scion Asset Management (CNBC)

Warren Buffett on luck and not beating yourself up over mistakes (TKer)

That permanency of value (Havenstein)

The Inner Excellence Playbook: Pressure, Peace, Purpose | Jim Murphy (Farnam)

Why would index investing be different? (HumbleDollar)

Is the AI bubble about to burst? (Morningstar)

When to Shut Up and Buy (Josh Brown)

Few Stocks at 52-Week Highs, Even as Market Hits Records (Morningstar)

MiB: Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities (MiB)

Icahn Enterprises L.P. Q3 2025 Earnings Presentation (IEP)

Jensen Quality Growth Fund Update Q3 2025 (Jensen)

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This week’s best value investing news:

Does Mr. Big Short Really Get Value Investing… or AI? (Bloomberg)

Value Investing And Benjamin Graham (Seeking Alpha)

Death of Value Investing (Value Research)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

The Bubble You Can’t Short | Rob Arnott on What You Can Do Instead (ER)

Ari Emanuel – The Anti-AI Bet – [Invest Like the Best, EP.448] (ILTB)

Charlie Munger: The Psychology of Human Misjudgment [Outliers] (Parrish)

Uncovering the Edge in Canadian Microcaps (MCC)

Mark Cooper – Hunting Internationally for Value (BB)

Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472) (CA)

Crypto at a Crossroads: Institutional Viability and Remaining Risks with Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets (PMC)

Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions (EI)

Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram (EM)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

How New Laws Reshaped Stock Market Participation (AA)

Mind the Cycle: From Macro Shifts to Portfolio Plays (CFA)

TPA – Total Portfolio Approach – Is this a fad? (DSGMV)

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This week’s best investing tweet:

This chart shows yet another indicator at a record: the ratio of call volume to put volume. In October, it was 28 times. pic.twitter.com/dEDeQQjWjz

— Robert Prechter (@RobertPrechter) November 19, 2025

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This week’s best investing graphic:

Visualizing All of the World’s Data Centers in 2025 (Visual Capitalist)