Weekly Investing Roundup – News, Podcasts, Interviews (01/23/2026)

This week’s best investing news:

Fireside Chat with Howard Marks of Oaktree Capital Management (Pepperdine)

GMO’s Jeremy Grantham Sees an AI Bubble — and a Familiar Ending (Bloomberg)

Terry Smith on quality investing & why underperformance is a feature not a failure (Clapham)

Ray Dalio on ‘capital war’ fears: The monetary order is breaking down (CNBC)

Why Mark Mobius Recommends China, India; Shuns Gold (Bloomberg)

The Waste Land (Verdad)

Jamie Dimon Speaks to David Rubenstein (Bloomberg)

Berkshire prepares to exit 28% stake in Kraft Heinz as new CEO aims to move on from rare Buffett gaffe (CNBC)

Aswath Damodaran on How He Is Investing in a World of AI (ER)

Bill Nygren discusses the bidding war over Warner Bros. Discovery (Oakmark)

Prices Change Faster Than Stories (Brown)

How a Total Portfolio Approach Can Improve the 60/40 Portfolio (Morningstar)

Alpha? Why Beat the Market? (RT)

How McDonald’s Took Over America | Ray Kroc (Farnam)

Mathematical context can totally change the story (TKer)

Private Equity Investing (HD)

‘The Most Powerful Lesson Anyone Can Learn In This Business’ (Felder)

How Does AI Think Markets Will Perform in 2026? (BI)

Why You Can’t Time the Market (Even When You Know the Future) (D&D)

MiB: Richard Thaler and Alex Imas on The Winner’s Curse (MiB)

The Best Bets for Investors Require a Strong Stomach (Morningstar)

Wedgewood Partners Fourth Quarter 2025 Client Letter: Annus Horribilis (Wedgewood)

Oakmark Select Fund Q4 2025 Market Commentary (Oakmark)

Jensen Investment Management: 2025 Year in Review & 2026 Market Outlook (Jensen)

---

This week’s best value investing news:

International value stocks soar with financials at the helm (Investor Daily)

Here’s why Goldman says the “quiet outperformance” of value stocks should continue (investing.com)

Value and income stocks will do well this year, says Infrastructure Capital’s Hatfield (CNBC)

---

This week’s Fear & Greed Index:

---

This week’s best investing podcasts:

Cliff Asness – Surviving the Meme Stock Bubble (Ep. 298) (IL)

Patrick O’Shaughnessy – Creating on Principle (ILTB)

Marc Faber on Democracy, Debt, and Surviving the Next Market Regime (Meb)

Morgan Housel: Wealth is What You Have Minus What You Want (TKP)

How to Avoid Dilution in Microcaps – A Dilution Risk Scorecard (MCC)

Investing Around Catalysts and Knowing When to Trust Management with Christian Schmidt (PMC)

Emily Green: Women, Wealth, and Alternative Investments | Next Gen (Barron’s)

14 Bold Predictions with Andrew Brown (EM)

The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI (ER)

---

This week’s Buffett Indicator:

Strongly Overvalued

---

This week’s best investing research:

The Many Facets of Stock Momentum (AlphaArchitect)

Bank-Level Lessons for Private Credit Valuations (AllAboutAlpha)

Why Tight Stop-Losses Often Hurt Investors (CFA)

The Biggest Challenge to Fundamental Market Analysis (PAL)

---

This week’s best investing tweet:

For decades, Japan has been the world’s cheapest source of long-duration capital.

We are seeing the end of 40-year falling rate tailwind.

Markets no longer believe Japan can permanently suppress long-term rates without cost.

If Japanese long rates reset upward, global… https://t.co/buqUFRIHZ7

— Tobias Carlisle (@Greenbackd) January 20, 2026

---

This week’s best investing graphic:

Mapped: Global Inflation Forecasts by Country in 2026 (Visual Capitalist)