Weekly Investing Roundup – News, Podcasts, Interviews (06/05/2026)
Thursday, June 4, 2026 · Johnny Hopkins
This week’s best investing news:
Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing (MP)
Jeremy Grantham – A stock market veteran’s view on the AI bubble (Reuters)
Fireside Chat with Ray Dalio (LSE AIC)
The AI Consumer Surplus (Verdad)
Bill Nygren – Is it time to plug into software again? (Oakmark)
Jamie Dimon speaks at Reagan National Economic Forum (CNBC)
Third Avenue’s Matthew Fine – Buying Gray Clouds and Building Resilient Portfolios (VIWL)
Pzena Investment Management: Memory’s Margins (Pzena)
The Different Kinds of Investors (Carlson)
Thoughts on ROIC, Margins and Turnover (Huber)
Mental Models That Change How You Think | Bill Gurley (Farnam)
‘The Beginning Of The End Of The Tech Rally’ (Felder)
Don’t Quantify the Qualitative (HD)
Parabolic Tech Mania (Havenstein)
All-time highs have been great times to invest in the stock market (TKer)
Fund managers tell you when they will outperform (Klement)
Please, Stop Chasing Fund Performance (BI)
MiB: Remembering Jonathan Clements with Jason Zweig and William Bernstein (MiB)
This week’s best value investing news:
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen (AM)
Investing Through Climate Policy: A Long-Term Value Perspective (Pzena)
Value Investing Is Dead. Here’s What Replaces It. (Stansberry)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Ben Carlson, CFA: Risk, Reward, and the Real Price of Long-Term Investing (EI)
Letting Your Losers Get Smaller (MCC)
Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction (ER)
Compounding Without Ego with Jean Philippe Tissot, Founder & Fund Manager at Arauca Capital (PMC)
William Goetzmann: From Babylon to Bubbles — A 5,000-Year History of Finance (Meb)
Dara Khosrowshahi – Uber’s Bet on AVs, AI, and Building a Super-App (ILTB)
Proven, Better, New: Mark Pincus on the Rules of Product Innovation (Parrish)
Lisa Westermark: How to Seamlessly Hand Off Client Relationships (Barron’s)
Making Your 80,000 Hours Count (with Benjamin Todd) (Econtalk)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Institutions’ return expectations across assets and time (AlphaArchitect)
The end of forward guidance – Good, let’s use rules (DSGMV)
This week’s best investing tweet:
New Post – Trades, Short Philosophy, SpaceX bits, and Memory Chips Misremembering
MEGA Trading Post/Short Thoughts Mash-Up June 2, 2026https://t.co/pzYe1g1X77 pic.twitter.com/hSBmcaxdKS— Cassandra Unchained (@michaeljburry) June 3, 2026
This week’s best investing graphic:
Ranked: America’s Biggest Industries by Economic Output (VC)
