Weekly Investing Roundup – News, Podcasts, Interviews (05/01/2026)
Thursday, April 30, 2026 · Johnny Hopkins
This week’s best investing news:
According to Warren Buffett’s math the stock market is officially in ‘playing with fire’ territory (Fortune)
Pershing Square’s Bill Ackman Talks IPO, State of Markets (Bloomberg)
Jamie Dimon – CEO of JPMorgan Chase | Podcast | In Good Company (Norges)
Is Berkshire Hathaway Undervalued Right Now? (Chris Bloomstran Explains) (TIP)
Ray Dalio: We’re in a stagflationary period (CNBC)
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett (ILTB)
Chris Davis on Durability, AI Disruption, and the Risks Investors Are Missing (ER)
Will Emerging-Market Pioneer Mark Mobius Be Vindicated? (Morningstar)
MiB: David Gardner, Co-Founder, The Motley Fool (MiB)
Racing the Bear (Verdad)
The Financial Crisis That Didn’t Happen (Carlson)
Oakmark Select Fund Q1 2026 Market Commentary (Oakmark)
Higher energy costs, massive labor costs … and yet record-high profit margins? (TKer)
Somewhat of a casino (Havenstein)
A Few Learnings From Memory Chip Mania: Micron and SanDisk (Stef)
Do Investors Accept Lower Returns from Assets that Make Them Feel Good? (BI)
For Richer, For Poorer: 37 Years of Compounding (HD)
When Investment is Most Businesslike (Novel)
‘Welcome To The Age Of Energy Shocks’ (Felder)
Weitz Investment Management Q1 2026 Letter to Shareholders: Balancing the Plot and the Noise (Weitz)
Polen Focus Growth Q1 2026 Commentary (Polen)
Jensen Quality Growth Investment Team Sells Position in Automatic Data Processing (ADP) (Jensen)
Ruane Cunniff Q1 2026 Client Letter (RC)
Wedgewood Partners Q1 2026 Client Letter: Dire Straits (WP)
This week’s best value investing news:
Why value investing usually outperforms (LiveWire)
Causeway International Value Q1 2026 Webcast (Causeway)
What is Owner Earnings? (The Warren Buffett Guide) (OSV)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Revisiting Fairfax Financial (BB)
Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628 (Meb)
The Last Moat (MCC)
Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy (TLV)
Market Disconnects with Tim Travis, Founder and CIO of T&T Capital Management (PMC)
Richard Bernstein on Finding Opportunity in a Narrow Market (ER)
State Street’s Yie-Hsin Hung: We’re Not Done Innovating (Barron’s)
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (CA)
Claude, War, and the State of the Republic (with Dean Ball) (ET)
Big Tech’s tiny tax bill, Elon v Altman goes to court & Mr Beat-Up’s “big catalyst” stock (EM)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
The Skip-Month Mystery: What Last Month’s Returns Are Really Telling You (AlphaArchitect)
A Liquidity Reckoning: When Access Outpaces Infrastructure (AllAboutAlpha)
Trading with signal and price impact uncertainty (DSGMV)
This week’s best investing tweet:
As the prophecy foretold.
Revenue ↑ but Capex ↑↑↑ so FCF ↓↓ https://t.co/5YmH21MHHO
— Tobias Carlisle (@Greenbackd) April 29, 2026
This week’s best investing graphic:
Mapped: The States Where Businesses Use AI Most (VC)
