Weekly Investing Roundup – News, Podcasts, Interviews (05/08/2026)

This week’s best investing news:

Watch Greg Abel preside over the full 2026 Berkshire Hathaway annual shareholder meeting (CNBC)

Mohnish Pabrai: Berkshire, Big Mistakes & Letting Winners Run (TIP)

Howard Marks – The Man Warren Buffett Reads First On Cycles, AI & Money (Nikhil Kamath)

Ray Dalio: The World Order Has Unraveled (Prof G)

Japan’s Big Equity Bet (Verdad)

Watch CNBC’s full interview with Berkshire Hathaway Chair Warren Buffett (CNBC)

Pershing Square’s Ackman Talks IPO, State of Markets (Bloomberg)

Stanford Leadership Forum 2026: Conversation with Ken Griffin (Stanford)

2026 Value Investing Conference | Keynote Speaker: Francis Chou (Ivey)

Berkshire Hathaway Q1 2026 Earnings Report (BH)

Greg Abel earns solid scorecard from Berkshire shareholders after first annual meeting (CNBC)

How to Build a Portfolio You Don’t Have to Babysit (Morningstar)

Berkshire Hathaway Q1 2026 Earnings Summary (BH)

Watch CNBC’s full interview with Berkshire CEO Greg Abel (CNBC)

International Diversification Is Finally Paying Off (Morningstar)

The Man Who Hunts Monster Stocks (Josh Brown)

Past performance is no guarantee of future results, data confirms (TKer)

What’s in the box? (Havenstein)

Wall Street Trap (HD)

‘From High-Valuation Tech Stocks To Hard Assets’ (Felder)

Winston Weinberg: Speed, Stress, and Better Decisions (Farnam)

How Not to Invest During Times of Uncertainty (BI)

Transcript: Lawrence Calcano, iCapital CEO (MiB)

Ariel Appreciation Fund Q1 2026 Commentary (Ariel)

---

This week’s best value investing news:

VALUExBRK 2026 | Bill Ackman, Mohnish Pabrai, Tom Gayner, Chris Bloomstran & More (Guy Spier)

2026 Value Investing Conference | Keynote Speaker: Dr. Stephen Penman (Ivey)

First Eagle Global Value Team Commentary Q1 2026 (FEIM)

Third Avenue Value Fund Q1 2026 Commentary (TA)

---

This week’s Fear & Greed Index:

---

This week’s best investing podcasts:

Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years (Meb)

Anthony Scaramucci: How Inflation and Populism Change Financial Advice (Barron’s)

Quirky Value Plays with David Bastian, CIO of Kingdom Capital Advisors (PMC)

Another FDA vs uniQure Episode (Brewster)

Investing is Not a Game of Perfect (MCC)

Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy (EI)

Brian Chesky – AI Founder Mode (ILTB)

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate (ER)

The fastest market recovery ever, 3 companies we both own & why stocks beat property (EM)

Sloane Payne and Dave Joerger – Why Culture Matters (CA)

---

This week’s Buffett Indicator:

Strongly Overvalued.

---

This week’s best investing research:

The Buffett Put and the Theory of Coincidences (PAL)

Rethinking Trend Following: Optimal Regime-Dependent Allocation (AlphaArchitect)

What are equity markets discounting? it is not risk (DSGMV)

---

This week’s best investing tweet:

Interesting to see a few of today’s massive winners were also big winners in 1999. Huge returns in 1999 for stocks like $SNDK and $GLW (not listed below) followed by a crash and then 25 years of mostly sideways returns, only to rise like a phoenix again in the past year https://t.co/ZBrvPHuEXH

— John Huber (@JohnHuber72) May 6, 2026

---

This week’s best investing graphic:

Charted: U.S. Debt Could Hit $182 Trillion by 2056 (VC)