Weekly Investing Roundup – News, Podcasts, Interviews (05/15/2026)

This week’s best investing news:

Michael Burry says the market today feels like ‘the last months of the 1999-2000 bubble’ (CNBC)

David Einhorn: Looking for misunderstood stocks like Victoria’s Secret (CNBC)

Ray Dalio’s Theory of American Decline (Ross Douthat)

Mohnish Pabrai’s Q&A session with Dakshana scholars at JNV Bangalore Urban (MP)

The Case For Shorting (Verdad)

Watch CNBC’s full interview with Chanos and Co. Founder Jim Chanos (CNBC)

JPMorgan’s Dimon Weighs In on Markets, Iran War and AI (Bloomberg)

Legendary investor Paul Tudor Jones: AI bull market has ‘another year or two to run’ (CNBC)

Rich Pzena – S&P Valuations Are Stretched – Why Value Stocks Could Outperform (TheStreet)

Thomas Russo: Philip Morris, Nestlé & the Moral Complexity of Long-Term Investing (WG)

Tom Gayner – Markel Group – 17th Annual Gabelli Omaha Value Investor Conference (Gabelli)

Value Investing Panel with John Rogers – 17th Annual Gabelli Omaha Value Investor Conference (Gabelli)

Why ‘Buying the Crash’ Beats Buying the Dip (Morningstar)

‘We’ve Never Had More People In A Gambling Mood’ (Felder)

‘When will the Fed cut rates?’ is not the right question for investors right now (TKer)

The Case for Liquid Alternatives in Today’s Environment (GMO)

[Outliers] Chung Ju-yung: The Hyundai Founder Who Put a Country on His Back  (Farnam)

Gaming the system for fun and profit (HD)

Circumventing the Will of the People (Havenstein)

The Melt-Up (Carlson)

Why Stocks Sometimes Fall for No Obvious Reason (Morningstar)

Why It’s So Hard to Spot a Stock-Market Bubble (WSJ)

Is Your Index Fund Really Diversified? (Morningstar)

Top 10 Companies Account for 34% of Profits in the S&P 500 (Apollo)

MiB: Howard Lindzon, Social Leverage (MiB)

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This week’s best value investing news:

The Case for Acting Now in International Deep Value (GMO)

17th Annual Gabelli Omaha Value Investor Conference – Berkshire Hathaway Panel (Gabelli)

Pzena Small Cap Focused Value Update – 1Q26 (Pzena)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Ben Carlson: Exploring Risk and Reward (LV)

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

Matthew Fine – Buying Gray Clouds and Building Resilient Portfolios (VIWL)

Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves (Barron’s)

Choosing a Discipline & Sticking to It Overcomes the Market Noise (WT)

Andy Constan on Investing Through Bubbles (ER)

John Gu – Crypto Market Making & The Cold Start Problem (FWM)

Hunting Deep Value with Lee Roach, Editor/Founder of The Value Road Newsletter (PMC)

Ep. 120 – Ralph Molina: High Conviction Investing (IC)

We Are Vikings (MCC)

Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (CA)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Institutional Investor Attention (AA)

Inflating Away the Debt and the AI-fication of the US Economy (PAL)

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This week’s best investing tweet:

$BRK.B is currently trading at approximately 1.4 times book value as of March 31, below historical averages from recent years. Exactly the kind of setup Buffett would pounce on.

Abel repurchased 33 Class A and 431,462 Class B shares in March, spending roughly $234 million on… https://t.co/WYwMJXqRhK

— Tobias Carlisle (@Greenbackd) May 14, 2026

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This week’s best investing graphic:

Ranked: The Animals That Kill the Most Humans (VC)