Weekly Investing Roundup – News, Podcasts, Interviews (05/29/2026)

This week’s best investing news:

Howard Marks: Interview TBPN (2026) (OakTree)

Where Mohnish Pabrai is putting his money in 2026 (My First Million)

Jeremy Grantham on being right but losing half his clients in the dot.com boom (Behind the Balance Sheet)

Bill Nygren – Is Value Investing Broken or Just Evolving? (Brandes)

Shorting and Rebalancing (Verdad)

Chris Davis on Investing in the Age of AI (Davis)

Michael Mauboussin – Bayes and Base Rates 2.0 (MS)

‘The Most Asymmetric Trade In Modern Financial History’ (Felder)

Proven, Better, New: Mark Pincus on the Rules of Innovation (Farnam)

The Boy Who Tried Hard: A Reflection (HD)

Alice Schroeder on Warren Buffett: “He is the most complex person I’ve ever met.” (Kingswell)

The Risk Premium for Holding Stocks Over Bonds Is Vanishing (WSJ)

How to Reduce Stock Market Stress (Carlson)

3 Years of the AI Stock Market Boom in Charts (Morningstar)

The Hardest Trade Is Holding the Thing That Doesn’t Hug You Back (RCM)

Stock Gains Without All the Taxes? How the Hottest Trade on Wall Street Works (WSJ)

A Stock Certificate From 1941 Taught Me More About AI Than Anyone from OpenAI (Apers)

An early sneak peek at Wall Street’s 2028 outlook (TKer)

You Don’t Have a Generosity Problem (Ridley)

MiB: Vimal Kapur, Chairman and CEO of Honeywell (MiB)

Oakmark Funds: International equities – Surprising market shifts (Oakmark)

---

This week’s best value investing news:

Value’s victory lap: Why having zero exposure is now a risky bet (AFR)

Value Investing Stages Powerful Comeback (ShareCafe)

Warren Buffett’s 5 Proven Rules Every Investor Should Follow to Avoid Costly Mistakes and Build Lasting Wealth (Investopedia)

---

This week’s Fear & Greed Index:

---

This week’s best investing podcasts:

Meb Faber: Warren Buffett Didn’t Follow His Own Advice (Meb)

Dan Loeb – Lessons from 30 Years of Investing (ILTB)

Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing (ER)

Leading Strategist Jason Trennert on the Powerful Trends Driving Inflation (WT)

Dynasty’s Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know (Barron’s)

Jason Buck – Faith, Failure, and Finance (Ep. 316) (IL)

The Coach Who Never Stopped Rebuilding (MCC)

Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption (EM)

Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503) (CA)

---

This week’s Buffett Indicator:

Strongly Overvalued

---

This week’s best investing research:

What Drives Investors’ Portfolio Choices? It’s Not What You May Think (AlphaArchitect)

US Endowment Study: Top 17 Funds Asset Allocation, Risk, and Risk-Adjusted Returns (AllAboutAlpha)

---

This week’s best investing tweet:

Middle panel (red): The ratio SPYG÷SPYV This is the key panel. When the line rises, Growth is outperforming Value; when it falls, Value is winning.

Growth has dominated Value for 15+ years, but the ratio is back to levels reminiscent of the dot-com era. This doesn’t mean a… pic.twitter.com/BS59iyAXTU

— Tobias Carlisle (@Greenbackd) May 28, 2026

---

This week’s best investing graphic:

How People Are Actually Using AI at Work in 2026 (Visual Capitalist)