Weekly Investing Roundup – News, Podcasts, Interviews (12/19/2025)
Thursday, December 18, 2025 · Johnny Hopkins
This week’s best investing news:
Avoid Disaster w/ Superinvestor Howard Marks (RWH)
Mohnish Pabrai – Pabrai Wagons Fund Shareholder Call Replay (Pabrai)
Jim Chanos: AI Is Like the 2000 Telecom Bubble (But Bigger)
Peer Momentum (Verdad)
Warren Buffett is a Zen master (CNN)
Cliff Asness: one of the greatest hedge fund managers of all time (The Bull)
Todd Combs’ goodbye letter to Geico employees after he quit Berkshire Hathaway to join JPMorgan (BI)
The Concentration Bears Have Steered You Wrong (Josh Brown)
Could America win the AI race but lose the war? (FT)
How to Conduct Your Own Portfolio Makeover (Morningstar)
Oakmark Funds: Why value stocks deserve a closer look (Oakmark)
25 Years of S&P 500 Forecasts (Chart Kid)
Affluent Investors Are Using Options Math To Borrow On The Cheap (FA)
‘Valuation says… nothing’ (TKer)
Be Your Best in 2026: The Most Important Lessons from The Knowledge Project (2025) (Farnam)
The Art of the Absurd (Havenstein)
‘A Weakening Earnings Foundation Leaves The Market Increasingly Fragile’ (Felder)
How long is the long run? (Klement)
Why Did You Buy That Stock? (BI)
Warren Buffett Was Always a Brand Guy (Collab Fund)
Letter to A Young Investor #18: The Only Free Lunch in Investing (Safal)
MiB: Stephen Cohen, BlackRock’s Chief Product Officer and Head of Global Product Solutions (MiB)
Jensen Investment Management: Quality Comes into Focus as Interest Rates Decline (Jensen)
This week’s best value investing news:
David Herro – Forget market volatility, think longer term (Oakmark)
Oakmark’s Bill Nygren discusses value stocks (FOX)
AI’s Impact In Investing: Value Vs. Hype (SA)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Quality – The Most Overused Term in Investing (Cassel)
The Alpha No Human Can Find | David Wright on Machine Learning’s Hidden Edge (ER)
BlackRock’s Rick Rieder – Rethinking Risk Into 2026 | #609 (Meb)
Why Ed Yardeni’s “Roaring 2020s” Economy & Markets Are Alive and Well (WealthTrack)
Bill Chen on Trends and Opportunities in Publicly Traded Real Estate (TWII)
Henry Ellenbogen – Man Versus Machine (ILTB)
Bernie Marcus: The Home Depot Story [Outliers] (Shane Parrish)
#54 The Innovation Fans (Clapham)
Matthew Dicks – Storytelling Mastery (EP.477) (CA)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Is Trend Following Better than “Buy the Dip”? (Swedroe)
Momentum Investing: A Stronger, More Resilient Framework for Long-Term Allocators (CFA)
Utility Tokens in Portfolio Allocation: The Digital Counterparts to Commodities (AllAboutAlpha)
This week’s best investing tweet:
Small cap value, baby. https://t.co/eSKM4sApBH pic.twitter.com/EAwfhJ1KB5
— Tobias Carlisle (@Greenbackd) December 18, 2025
This week’s best investing graphic:
Charted: $2.4 Trillion in Energy Transition Spending, by Category (Visual Capitalist)
