Weekly Investing Roundup – News, Podcasts, Interviews (12/05/2025)

This week’s best investing news:

Michael Burry calls Tesla ‘ridiculously overvalued’ and knocks tech industry for a widely used practice (CNBC)

Expansión Interview – Terry Smith: “There could be a stock market bubble more extreme than the one in 2000” (Fundsmith)

Bridgewater Associates Founder Ray Dalio interview at the Oxford Union (OU)

Investing for Growth (Verdad)

30 Years at Pzena: Lessons from the Past, Vision for the Future (Pzena)

The Untold Story of Charlie Munger’s Final Years (WSJ)

Reflections From The Past Decade + of Berkshire Hathaway Meetings (Gabelli)

Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels? (AD)

Good years in the stock market tend to be great years (TKer)

The increasing economic fragility of middle-class families (Havenstein)

The UK stock market concentration problem (Klement)

If There Was a Bubble, What Would You Do About It? (BI)

Which bond fund? (HD)

MiB: A. Lange & Söhne CEO Wilhelm Schmid (MiB)

Ariel Investments Q3 2025 Portfolio Manager Conference Call  (Ariel)

Miller Value Partners: Why Market Concentration Sets Up Opportunity in Value and Small Caps (Miller)

Polen Capital Webinar: A conversation with Drew Cupps, head of Polen’s Small Company Growth team (Polen)

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This week’s best value investing news:

Tracking the Great Value Shift in the Global Equity Landscape (AB)

How AI Tools Could Reshape Value Investing (FN)

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

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

#2422 – Jensen Huang – CEO Nvidia (Rogan)

The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You (ER)

David George – Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth (ILTB)

Surrounding Yourself with Greatness (Vitaliy)

Mark Higgins: Financial History Is More Relevant Than People Think (LongView)

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

Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host (Bogleheads)

Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management (EI)

Best of the Best: AI Hype, China Risk & Australia’s Best Stocks – Julia Weng (EM)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Is It Too Late to Buy Gold? (AA)

Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration (CFA)

A Deep Dive into Staking Yields as a Source of Return (AllAboutAlpha)

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This week’s best investing tweet:

Unless this is a weird side-effect of the ICE-efforts, i’d argue that we can now safely say that the economy is in the early innings of re-acceleration rapidly into 2026 pic.twitter.com/lwLsDAmhCw

— Andreas Steno Larsen (@AndreasSteno) December 4, 2025

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This week’s best investing graphic:

The Global Semiconductor Industry in One Giant Chart (Visual Capitalist)