Weekly Investing Roundup – News, Podcasts, Interviews (06/12/2026)

This week’s best investing news:

Bill Ackman: Here’s What the Market is Missing (AIP)

AI Bubble Will Burst Eventually Says Bridgewater’s Ray Dalio (Bloomberg)

The Flip Side (OakTree)

Mohnish Pabrai’s Interview with The Investor’s Podcast  (MP)

Abel goes his own way with new Berkshire investments, including billions for AI (CNBC)

Thomas Russo talks about investing legend Bill Ruane (WG)

Buffett disciple Guy Spier’s rare cancer changed what he values most (CNBC)

The AI Trade is Global (Carlson)

Have We Been Too Hard on Active Funds? (Morningstar)

Exit liquidity for venture capital (Havenstein)

Taylor Morrison: The New Kid on Berkshire’s Block (Kingswell)

The Equity Market is Certain About AI, Perhaps it Shouldn’t Be (BI)

The Hype and Hot Air Around IPOs (Novel)

‘So Unlike The Last 10 Years As To Be Shocking’ (Felder)

Verdad Media Roundup (Verdad)

Our Achilles Heel (CF)

How to Use AI With Your Portfolio (HD)

Some thoughts on mega IPOs and market indices (TKer)

MiB: Beating the S&P For Generations with Chris Davis of Davis Funds (MiB)

Moat Durability in the AI Era (Jensen)

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This week’s best value investing news:

AI, capital cycles and value investing (LiveWire)

Value is working. Here’s why it can continue (TRowePrice)

US Stock Market Outlook: Returning to Balance of Growth and Value Stocks (Morningstar)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Alex Sacerdote – How to Invest Through Technology Cycles (ILTB)

Fiddler on the Roof and Value Investing – Ep 292 (Vitaliy)

Mental Models That Change How You Think | Bill Gurley (TKP)

Contrarian Quality at GQG Partners – Rajiv Jain (CA)

The Case For Owning Fewer, Better Stocks with Stephen Arnold (EM)

Club Conversation with Jeffrey Tory, 40 Years Investing in Canadian Microcaps (MCC)

Don’t Buy SpaceX. Buy These Space Monopolies Instead. (Stansberry)

The Signs Were All There | Mike Green on When Passive Flows Meet the Largest IPO in History (ER)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Why You Bought GameStop — And Why You Lost Money On It (AlphaArchitect)

Kahneman’s solution to system1 thinking (DSGMV)

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This week’s best investing tweet:

Sometimes investing is really that easy. https://t.co/r47wfqWxb2 pic.twitter.com/ObIOdJYY9Z

— Cassandra Unchained (@michaeljburry) June 9, 2026

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This week’s best investing graphic:

America’s Biggest Companies Are Bigger Than Entire Regions (VC)