Weekly Investing Roundup – News, Podcasts, Interviews (02/06/2026)

This week’s best investing news:

Jeremy Grantham & Edward Chancellor – The Last Bubble? Finding Value in a World on Fire (Hidden Forces)

Michael Burry Warns BTC Crash Could Deepen Into a Death Spiral; More Declines Could Mean Bankruptcy For Miners (IBT)

‘Monetary, geopolitical order breaking down’: Ray Dalio warns world ‘on the brink’ of capital war (ET)

The Golden Tree of Life (Verdad)

Ken Fisher – Market Risks Worth Watching in 2026 (Fisher)

Trian CEO Nelson Peltz at WSJ Invest Live (WSJ)

Matrix Asset’s David Katz discusses the markets, tech stocks and his picks (CNBC)

Citadel CEO Ken Griffin at WSJ Invest Live (WSJ)

Aswath Damodaran – Data Update 4 for 2026: A Tumultuous Year (2025) for Global Markets! (AD)

Barron’s Roundtable featuring Ariel Investments’ John Rogers and Mario Gabelli of Gabelli funds (Barron’s)

Jeffrey Gundlach on Powell, Policy and What the Fed Isn’t Saying (CNBC)

‘There Is No Training For This’ (Felder)

What We Do When Things Go Up (a lot) (BI)

The Right Time to Retire Isn’t Always the Optimal Time (HD)

MiB: Kate Burke, Allspring Global Investments, CEO (MiB)

First Eagle Global Value Team 2025 Annual Letter (FEIM)

Polen Capital 4Q 2025 – U.S. Small Cap Growth Commentary (Polen)

FPA Crescent Fund 4Q 2025 Commentary (FPA)

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This week’s best value investing news:

Value Investing Playbook with Tobias Carlisle (Planet MicroCap)

Pzena’s lessons from 30 years of value investing (LiveWire)

How AI Tools Could Reshape Value Investing (Fordham)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

The Last Bubble? Finding Value in a World on Fire | Jeremy Grantham & Edward Chancellor (HF)

Michael Ovitz: The Business of Relationships (Parrish)

#490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI (Fridman)

Ben Horowitz – Backing America’s Future (ILTB)

Value Investing Playbook for 2025-2026 with Tobias Carlisle (PMC)

Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready (Meb)

Will Thomson – Real Returns: Real Assets Are Even Hotter Right Now (Brewster)

Must-Do 2026 Financial List with Morningstar’s Christine Benz (WealthTrack)

Frank McKiernan: ‘A Client Is a Client’ | Next Gen (Barron’s)

Andrew Ross Sorkin on Market Bubbles, Banking Rules, and the Real Lessons of 1929 (CWT)

Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description (EI)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Revaluation Alpha: Why Past Factor Returns May Be Misleading (AlphaArchitect)

Three Risks of Relying on the S&P 500 in Retirement Planning (CFA)

The crowds, momentum, and risk in markets (DSGMV)

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This week’s best investing tweet:

The top panel of the charts shows relative performance since ~2000 for:
* Large caps (SPY proxy) – lowest bluish line
* Mid caps (MDY proxy) – middle greenish line
* Small caps (IWM / Russell 2000) – top reddish line

Green arrows across the top mark where ISM Manufacturing… https://t.co/lkW70uQsEz

— Tobias Carlisle (@Greenbackd) February 3, 2026

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This week’s best investing graphic:

Charted: Silver Price Rallies Over Time (1965–2026) (Visual Capitalist)