Weekly Investing Roundup – News, Podcasts, Interviews (02/27/2026)
Thursday, February 26, 2026 · Johnny Hopkins
This week’s best investing news:
Howard Marks -AI Hurtles Ahead (OakTree)
Essential Truths w/ Howard Marks, Nima Shayegh & William Green (RWH)
Ray Dalio warned that the US is heading into ‘very dark times.’ How to protect your portfolio (Yahoo)
Offense or Defense? Positioning Portfolios in Today’s Market with Howard Marks and Alper Daglioglu (Brookfield)
Revaluation in Japan (Verdad)
Oakmark’s David Herro on international investing opportunities (Oakmark)
Investing In Light Of The Big Cycle (Dalio)
Inside Robinhood Ventures Fund I: Bill Ackman in Conversation with Vlad Tenev (Robinhood)
Is AI Reshaping the Future of Work? (Fisher)
Third Point Q4 2025 Investor Letter (TP)
Guy Spier: What Really Counts in Life — Beyond Wealth and Returns (Talking Billions)
Chris Davis on what helped the Davis NY Venture Fund deliver strong results in 2025 (Davis)
Wall Street’s Latest Bet Is on ‘HALO’ Companies With AI Immunity (WSJ)
Why pessimists make more money (Klement)
What happened after 1965 when 10 dominant stocks fell behind (TKer)
How Is This Possible? (Morris)
Concentrating on Concentration (Elm)
Inside the Mind of Robinhood Co-Founder Vlad Tenev (Farnam)
Implementing Benjamin Graham’s “Special Situations”Framework in Conventional Investment Strategies (FP)
Financial Market Commentators Need the Skills of a Psychic (BI)
Critique my investment strategy or lack thereof (HD)
‘The Grift Economy Goes Mainstream’ (Felder)
The Analog World (Josh Brown)
MiB: Hilary Allen on Fintech Dystopia (MiB)
This week’s best value investing news:
Warren Buffett’s trusted executive Ajit Jain buys apartment in Gurugram for Rs 85 crore (TOI)
Pzena – The Value Stocks to Watch 2026 (Pzena)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Edge Isn’t Alpha | Matt Reustle on How Professional Investors Use AI (ER)
[Outliers] Phil Knight: The Obsession That Built Nike (Shane Parrish)
Richard Craib – Crowd-Sourced Alpha with Numerai (S7E28) (FWM)
Dan Sundheim – The Art of Public and Private Market Investing (ILTB)
The Quicker the Rise, The Harder the fall (TLV)
The Quicker the Rise, The Harder the fall (MCC)
Ed Grefenstette and Sean Warrington – Venture Market Update (CA)
The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia’s most popular small caps (EM)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Exploiting Myopia: The Returns to Long-Term Investing (AlphaArchitect)
Why Static Portfolios Fail When Risk Regimes Change (CFA)
No Exit, No Problem? How Asset Owners Can Tame Illiquidity Risk (AllAboutAlpha)
This week’s best investing tweet:
Just a $NVDA thought. https://t.co/QgkO9Pb2Ru pic.twitter.com/tbzjlSFKyU
— Cassandra Unchained (@michaeljburry) February 26, 2026
This week’s best investing graphic:
Ranked: The 20 Most Visited Websites in the World in 2026 (Visual Capitalist)
