Weekly Investing Roundup – News, Podcasts, Interviews (03/27/2026)

This week’s best investing news:

Mohnish Pabrai – The Latticework of Mental Models For a Great Life! (SXSW)

Reflections on Oaktree Conference 2026 with Howard Marks (OakTree)

Berkshire expands into Japan’s insurance sector (MSN)

Distribution of Global Value (Verdad)

Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (CA)

Finding your investment lodestar: In search of an investment philosophy! (Damodaran)

François Rochon Interview (WSB)

He Beat the Market over 25 Years: Interview with Bill Nygren (Cohen)

Pabrai Wagons ETF Shareholder Call Replay (Pabrai)

Leon Cooperman warns markets are ‘too expensive’ (Yahoo)

Daisy Chains Of Risk (Felder)

One Risk After Another (BI)

You Can Beat the Stock Market by Avoiding Its Worst Days. But You Won’t (Morningstar)

Joe Liemandt: Alpha School and the Future of Education  (Farnam)

AI, Bubbles, and Markets (HD)

Berkshire Hathaway: Transition (Morris)

Mind your news filter and be wary of front-page risk (TKer)

A little sneaky (Havenstein)

How to Trade the War: Avoid Gimmicky Strategies and Overheated Assets (WSJ)

MiB: Bill Miller IV, CIO, PM, Miller Value Fund (MiB)

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This week’s best value investing news:

Why ‘New’ Value Stocks Outperform: The Hidden Driver Of Value Investing (Swedroe)

Quality Stocks on Sale: Value Investing in an AI-driven Market (Brown)

Value stocks are back! (InvestmentNews)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Mitchell Green – Lessons from Cold Calling 10,000 Companies (ILTB)

The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623 (Meb)

Should I Buy the Dip After a 60% Drawdown? (MCC)

Underlying Value with Andrew Pogue, Founder of Underlying Value Substack (PMC)

Sonu Chawla – Managing Mid Cap Exposure – $TSCM (Brewster)

[Outliers] Harrison McCain: Single-Minded Purpose (TKP)

Bill Yount: How Late Starters Can Find Financial Independence (TLV)

Michelle Magner: Powering Growth Through an Integrated Framework (Barron’s)

Is your portfolio actually built for the long run? | Kerry Craig (EM)

Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock (ER)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Listening for the Signals of a Rewired World (AllAboutAlpha)

Increases CAPE Ratio Predictability with a Simple Adjustment (AlphaArchitect)

Gold Fell Because it Served its Purpose (PAL)

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This week’s best investing tweet:

What really matters to the market and the US economy is not the Strait of Hormuz. pic.twitter.com/XyFjpIPvVW

— Cassandra Unchained (@michaeljburry) March 21, 2026

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This week’s best investing graphic:

Half the World’s Oil Comes From Just Five Countries (VC)