Weekly Investing Roundup – News, Podcasts, Interviews (11/28/2025)

This week’s best investing news:

Michael Burry’s next ‘Big Short’: An inside look at his analysis showing AI is a bubble (CNBC)

Howard Marks: ‘People are shakily optimistic’ (FT)

Oakmark’s Bill Nygren discusses his value picks (CNBC)

Markel’s Tom Gayner on successes and mistakes in investing (Library of Mistakes)

Terry Smith on Fundsmith underperformance, market risks & AI outlook (AJ Bell)

Jeremy Siegel: Stocks, Inflation and America’s Future (CP)

Jeffrey Gundlach: Market Sobering to What’s Real and What’s Hype (DoubleLine)

Some top forecasters are making a bold 2026 prediction that market skeptics will hate (TKer)

Fairy Tales (Havenstein)

It’s Probably a Bubble, But There Is Plenty Else to Invest In (GMO)

Oddball Funds Gave Investors Fits (Mornigstar)

Ken Fisher Discusses the Idea of an AI Bubble (Quest)

What’s Luck Got to Do with It? (Jason Zweig)

[Outliers] Mary Kay Ash: The Greatest Saleswoman In History (Farnam)

Are Investors Dreaming The Impossible Dream? (Felder)

You worked a lifetime, you achieved your goals, you have it all-the next day it hardly matters (HD)

Investors Beware: Bull Markets Don’t Last Forever (Morningstar)

Short-term contrarianism, hedge fund edition (Klement)

How Can Investors ‘Follow the Evidence’? (BI)

MiB: Morgan Housel on The Art of Spending Money (MiB)

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This week’s best value investing news:

Few investors copy Warren Buffett’s investment strategy ‘because no one wants to get rich slow,’ the retiring Berkshire Hathaway CEO says (Fortune)

Robert Robotti – From Pink Sheets to Portfolio Management: Bob Robotti’s Value Investing Journey (VIWL)

CFA Society India Hosts the 9th Value Investing Pioneers Summit (VIPS) (Tribune)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

7 Principles of Inner Excellence to Stay Calm Under Fire | Jim Murphy (Shane Parrish)

Stock Prices (MCC)

AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? (Meb)

Capital Cycles, Moats, and Margin of Safety + Thoughts on $AAP $TRBR.V with Kenny Chan, Founder & Portfolio Manager of Korwell Capital (PMC)

Eric Jacobson: The Entire Face of the Bond Market Has Changed (LV)

Martín Escobari – Inside General Atlantic (ILTB)

Debra Brennan Tagg: Challenges and Opportunities for Women in Finance (Barron’s)

Mike Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473) (CA)

Nvidia’s wild swings & 11 experts pitched their best ideas for 2026, we review them (EM)

The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started (ER)

Crypto Is Suddenly Mainstream. Trailblazer Matt Hougan Has the Latest. (WT)

Ep 210: Paul Moore – 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding (Inside Rope)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Momentum factor investing: Evidence and evolution (AlphaArchitect)

How to Value Digital Tokens: A 5-Step Fair Value Framework (CFA)

The 60/40 stock/bond mix can result in periods of no return (DSGMV)

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This week’s best investing tweet:

Remember GME? Bet you did not know this. pic.twitter.com/lMU1OcAxM5

— Cassandra Unchained (@michaeljburry) November 27, 2025

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This week’s best investing graphic:

Mapped: The Average Hourly Wage by U.S. State (Visual Capitalist)