Weekly Investing Roundup – News, Podcasts, Interviews (05/22/2026)

This week’s best investing news:

David Einhorn pitches at Sohn Investment Conference 2026 (Sohn)

Ray Dalio: Long Island University Commencement Speech (RD)

Priced for Perfection (Verdad)

Jim Chanos Interview 2026-MAY-12 Tuesday (CNBC)

Jeremy Grantham on AI, Bubbles and Why Mean Reversion Lives On (ER)

Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth (CNBC)

We Asked Chris Bloomstran Why He Won’t Own the S&P 500 At These Levels (ER)

The 4 Abilities Every Investor Needs to be Successful (Carlson)

Explaining Your Strategy To A Child (RP)

It’s Deceptive, Right? (Havenstein)

The impossible maths of the AI boom (Klement)

The Biggest Bargains On Wall Street (Felder)

Bonds Are Behaving Just Like Bonds (BI)

Genius in a Bull Market (Novel)

A Time to Save (HD)

Nobody Knows Anything (TL)

‘The market waits for no one’ (TKer)

MiB: Shelia Bair, former FDIC Chair (MiB)

Miller Value Partners: The Market Beneath the Market (Miller)

---

This week’s best value investing news:

Matthew McLennan of First Eagle Investment Management: Patience, Cashflow, and How Value Investors Survive (WG)

Piecing Together Berkshire Hathaway’s 1989 Annual Shareholders Meeting (Kingswell)

Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026 – Ep 290 (Vitaliy)

---

This week’s Fear & Greed Index:

---

This week’s best investing podcasts:

[Outliers] The Hyundai Founder Who Put a Country on His Back (Knowledge Project)

#2501 – Marc Andreessen (Rogan)

Tom Lee: The Market Can Climb Higher—But Expect Turbulence (Meb)

Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients (Barron’s)

Making Mistakes – Josh Steiner (EP.502) (CA)

Why private equity investors aren’t panicking about AI (EM)

He Studied Every Bear Market Since 1929 | Ben Carlson on How the Worst Starting Point Still Made 8% (ER)

Gavin Baker – Watts and Wafers – [Invest Like the Best, EP.473] (ILTB)

Club Conversation with Charlie Youakim, 85x Return in 3 Years (MCC)

Trust, Then Verify with Leo Trudel, Co-Founder of Aurelion Research (PMC)

The Hidden Flaw in Wall Street’s Trillion-Dollar Maths (Stansberry)

---

This week’s Buffett Indicator:

Strongly Overvalued

---

This week’s best investing research:

Evergreen Funds: We Have Questions (AllAboutAlpha)

Leader-Follower Dynamics in Shareholder Activism (AlphaArchitect)

---

This week’s best investing tweet:

Flows hedging flows hedging flows.

The sheer scale of call option activity means the tail wags the dog. Options are now driving the underlying market. Dealer hedging increasingly determine short-term price action. Reflexivity has become structurally embedded in equities. https://t.co/4Qirkl7VRR

— Tobias Carlisle (@Greenbackd) May 22, 2026

---

This week’s best investing graphic:

The 10 Biggest Challenges Companies Face Right Now (VC)