Weekly Investing Roundup – News, Podcasts, Interviews (04/10/2026)

This week’s best investing news:

Howard Marks – What’s Going on in Private Credit? (OakTree)

Cliff Asness – A Positive Stock-Bond Correlation Is a Terrible Reason to Add More Equity Risk to Your Portfolio (AQR)

Mohnish Pabrai’s Q&A session with Dakshana scholars at JNV Pune, Maharashtra on December 25, 2025 (Dakshana)

Bill Ackman’s fund wants to buy Universal Music (CNN)

Echoes of Junk Bonds Past (Verdad)

‘The end of the road’: Market heavyweights Michael Burry and Jeff Gundlach eye trouble ahead for private credit (BI)

Bill Nygren – Why didn’t we do better when value outperformed? (Oakmark)

JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets (CNBC)

Investing in another country’s stock market isn’t about investing in their economy (TKer)

What Actually Drives Stock Prices? (Jake)

Is The AI Gold Rush Running Out Of Ore? (Felder)

Succeeding the GOAT: What Greg Abel Can Learn from Tim Cook (Kingswell)

The Opportunity Cost of Waiting (HD)

How do fund managers react to geopolitical shocks? (Klement)

Mario Harik: Playing to Win  (Farnam)

Crocs: The HeyDude Hangover (TSOH)

33 Undervalued Stocks to Buy in a Volatile Market (Morningstar)

JP Morgan – Guide to the Markets (Q2 2026) (JPM)

MiB: Songyee Yoon, Principal Venture Partners (MiB)

Polen Capital: Focused on the Forces That Matter (Polen)

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This week’s best value investing news:

VanEck says value investing is back (ID)

Pzena – Value in Emerging Markets (Pzena)

Pzena – Value vs Value Light (Pzena)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Howard Marks – What’s Going on in Private Credit? (OakTree)

Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’ (Barron’s)

Finding opportunities in well-known names with Ryan Joyce (EM)

Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) (Meb)

The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype (ER)

Faheem Osman – Commodity QIS: An Under-Appreciated Source of Systematic Returns? (FWM)

Alan Waxman – Private Credit and the Modern Financial System (ILTB)

Are You an Analyst or an Investor? (MCC)

Seismic Market Rotations with Travis Prentice, CIO of Informed Momentum Company (PMC)

Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About (Vitaliy)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Mean Reversion in Play: Carry is BACK?! (AlphaArchitect)

Capital with a Compass: How the Gulf Is Rewiring Global Private Markets (AllAboutAlpha)

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This week’s best investing tweet:

Be greedy when egg companies are fearful.

-Breakfast Buffet https://t.co/Vk8aFTy1ID

— Tobias Carlisle (@Greenbackd) April 9, 2026

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This week’s best investing graphic:

Mapped: Where Wealth Is Moving in America (VC)