Weekly Investing Roundup – News, Podcasts, Interviews (03/20/2026)
Thursday, March 19, 2026 · Johnny Hopkins
This week’s best investing news:
FII9: Bill Ackman – Founder & CEO, Pershing Square Capital Management (FII)
Berkshire Hathaway will start repurchasing its own shares (CNBC)
FUNDSMITH Annual Shareholders’ Meeting February 2026 (Fundsmith)
Hope Springs Eternal (Verdad)
The stock market looks wild under the surface (Axios)
Pzena: For Bargains, Investors Should Look to Emerging Markets (Pzena)
Bill Nygren: So much of the VALUE today is in intangible assets (Fox)
Howard Marks on Unpredictablility, Importance and Investing in AI (Bloomberg)
Oil, Inflation, and Markets at Risk | Jim Chanos on the Golden Age of Fraud (Danny Moses)
If you only have time for one metric, make it this one (TKer)
Enron-like accounting games! (Havenstein)
The Return Of Stagflation (Felder)
[Outliers] Harrison McCain: How to Create Demand for Something Nobody Wants (Farnam)
When Luck Rises, Be Ready to Dig (HD)
Is Every Investment Instinct You Have Wrong? (Jake)
Significance > Success (CollabFund)
A Closer Look at Berkshire Hathaway’s 2026 Proxy Statement (Kingswell)
The Price of Risk: An Equity Risk Premium Monologue! (Aswath)
François Rochon: 2025 Year End Letter (Giverny)
MiB: Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital (MiB)
This week’s best value investing news:
Year-End Letter for 2025: Deep Value (GMO)
PzenaPerspectives – The Value Stocks to Watch (Pzena)
How Value Investing Adds Value (VIS)
Co-Founder and CEO Sarah Ketterer reflects on 25 years of value investing at Causeway Capital (Causeway)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Think beyond dividends: Income options for all investors with Tom Wickenden (EM)
Beyond Mega Caps with John Petrides, Portfolio Manager at Tocqueville Asset Management (PMC)
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622 (Meb)
The War Markets Can’t Price | Jared Dillian on the Regime Change Investors Miss (ER)
Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing (TKP)
William Hockey – Building the Operating System for the Dollar and Silicon Valley Heresy (ILTB)
Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen (Barron’s)
WTT: When the Benchmark Becomes a Bet (CA)
The Economics of Scarcity and the UNC-Duke Basketball Game (with Michael Munger) (ET)
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts (EI)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Unlocking Hidden Value: How Corporate Language Reveals the Future of Intangible Investment (AlphaArchitect)
Thermal Renaissance: Why Gas-Fired Generation is Infrastructure Again (AllAboutAlpha)
More on the Sharpe ratio – Look for its stability (DSGMV)
This week’s best investing tweet:
In light of market events, I am making this article free for the next 24 hours.
Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tensionhttps://t.co/xeS2usariI pic.twitter.com/4TqhpVEk91— Cassandra Unchained (@michaeljburry) March 12, 2026
This week’s best investing graphic:
U.S. States Winning and Losing Data Center Market Share (Visual Capitalist)
