Weekly Investing Roundup – News, Podcasts, Interviews (04/03/2026)

This week’s best investing news:

Warren Buffett in Omaha – 03/31/26 | Audio Only (Squawk Pod)

Bill Ackman says it’s one of the best times in a long time to buy quality stocks (CNBC)

Cliff Asness – I Did Not Predict What Is Going on in Privates (AQR)

Berkshire Hires Banks for Yen Bond Offering in Volatile Market (FP)

Family Wealth (Verdad)

Oaktree’s Armen Panossian on Private Credit (Brookfield)

10 Takeaways from the Past Three Years (GMO)

Jamie Dimon on Trump, the war in Iran, and Epstein (Axios)

Aswath Damodaran: The Market’s Narrative: How Investors are pricing in the Iran War! (AD)

Gains Without Pains (GMO)

Let’s talk about stock prices and earnings estimates diverging (TKer)

An unhinged post (Havenstein)

How to Own The Best Stocks (Carlson)

Howard Marks & The Foundational Elements of Intelligent Investment (Kingswell)

Has the World Really Become More Uncertain for Investors? (BI)

The Return Of Stagflation, Part Deux (Felder)

Investment Versus Speculation (HD)

Long-Term Money (CF)

Improving CAPE, one stock at a time (Klement)

How I Found a Top-Performing Vanguard Fund by Accident (Morningstar)

Principals: Dan Rasmussen (Arena)

MiB: Judd Kessler, Lucky by Design (MiB)

Doubt the Forecast (HD)

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This week’s best value investing news:

When Everything Feels Out Of Control, Value Investing Doesn’t (Forbes)

Relevance Of Rule-Based Value Investing In Today’s Markets (NVDT)

Is Nvidia a Smart Buy for a Value Investor Right Now? (G&M)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Michael Mauboussin | AI, Base Rates, and Investing in the New Economy (ER)

Pat Dorsey: Economic Moats and More (TLV)

The King of Coins & Collectibles – Van Simmons (Meb)

Sergey Levine – Building LLMs for the Physical World (ILTB)

Find Your Swing (MCC)

When to sell a stock: The Art and Psychology of Selling (Vitaliy)

Quiet Compounders with Aaron Monroe, Tyler Ventura, and John Loesch, Diamond Hill Micro Cap Strategy (PMC)

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

Jason Early: How Top Advisors Win Business Owner Clients (Barron’s)

Kieran Goodwin – Private Credit Concerns (EP.494) (CA)

AI, Employment, and Education (with Tyler Cowen) (EconTalk)

The Safest Money Moves Ever Made (They hid $350 billion of gold) (EM)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

The Performance of Small Business Investment Companies (AlphaArchitect)

From Short-Termism to Stewardship: What APAC Boards Need to Lead in a Geopolitically Fragmented Era (AllAboutAlpha)

Commodity shocks and financial markets (DSGMV)

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This week’s best investing tweet:

More good news. https://t.co/L2jbtSIpXk

— Tobias Carlisle (@Greenbackd) April 2, 2026

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This week’s best investing graphic:

Ranked: Which Tech Companies Cut the Most Jobs? (VC)