Weekly Investing Roundup – News, Podcasts, Interviews (04/24/2026)
Thursday, April 23, 2026 · Johnny Hopkins
This week’s best investing news:
Jeremy Grantham: Lessons from 60 Legendary Years of Investing (Master Investor)
Oaktree’s Howard Marks: This is not a market that’s on sale (CNBC)
Mohnish Pabrai – Mental Models for Running Startups and Businesses, SXSW 2026 (MP)
The Reflexivity of Credit Markets (Verdad)
Howard Marks on Value Investing, AI in Finance & More (Wharton School)
Pat Dorsey: Economic Moats and More (Morningstar)
Interview with First Eagle Global Fund’s Matt McLennan (WealthTrack)
Pershing Square CEO Bill Ackman and CIO Ryan Israel on Pershing Square USA and Pershing Square Inc. (PS)
Energy investing without macro calls (Oakmark)
To Trillion(s) and Beyond: A SpaceX IPO Odyssey! (AD)
It’s Getting Harder to Tell Investing From Gambling, and It’s Not Your Fault (WSJ)
Everything is Faster Now (Carlson)
10 Ways to Thrive in a Bear Market and Recession (OSV)
The stock market isn’t as crazy as you might think (TKer)
‘Gambling Fever Sets In’ (Felder)
No, stocks are not a good inflation hedge (Klement)
The S&P 500 keeps hitting all-time highs (Axios)
Your Odds Are Not the Average (Polymath)
Staying Rational (HD)
MiB: Philippe Bouchaud, Founder/Chief Scientist, Capital Fund Management (MiB)
This week’s best value investing news:
AI & Capital Cycles (Pzena)
Narrative and macro investing (Mint)
Gabelli Hosts 17th Annual Value Investor Conference in Omaha (BI)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Club Conversation with Paul Andreola, Buying & Riding 100 Baggers (MCC)
Jenny Harrington – Dividend Investing, Risk Management, and Building Reliable Income Streams (VIWL)
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498) (CA)
Adam Smith’s Warning About Wealth, Fame, and Status (with Ross Levine) (ET)
Thesis Drift with Sebastian Krog, Founder & Editor of Treasure Hunting Newsletter on Substack (PMC)
Alex Karnal – The Trillion-Dollar Health Revolution (ILTB)
Greg Brockman: Inside the 72 Hours That Almost Killed OpenAI (TKP)
Nine Converging Forces in Financial Advice (Barron’s)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
The Ultimate Moving Average Handbook: Bringing Science into the Art of Trend Following (AlphaArchitect)
Private Credit Redemptions, Defaults, and Wrappers, Oh My! (AllAboutAlpha)
Narrative and macro investing (DSGMV)
This week’s best investing tweet:
S&P 500 Energy as a share of the total S&P 500.
Energy is still structurally under-owned pic.twitter.com/d3AFCGEo9G
— Tobias Carlisle (@Greenbackd) April 21, 2026
This week’s best investing graphic:
Ranked: AI Models U.S. Businesses Pay For (VC)
