Weekly Investing Roundup – News, Podcasts, Interviews (06/19/2026)
Thursday, June 18, 2026 · Johnny Hopkins
This week’s best investing news:
Seth Klarman: “This Is a Bubble” | The Legendary Investor’s Brutal AI Warning (iConnections)
Mohnish Pabrai – Go From $10k to $1M in 3 Years With This Strategy (BigDeal)
Pershing Square CEO Bill Ackman Unlocks Retail Investor Access (New York Stock Exchange)
Volatility Inversion (Verdad)
Catching Up With Power Investors Howard Marks and Bruce Flatt (The Australian)
Jeremy Grantham on How to Tell if a Bubble’s About to Burst (Odd Lots)
Jim Chanos – SpaceX IPO Is Troubling Sign for Markets (Bloomberg)
Bill Ackman: Betting big on tech cash cows after Pershing Square underperformance (AJ Bell)
Bonus: Pick One with Stan Druckenmiller (MS)
Maybe it’s time to rethink how the S&P 500 is constructed (TKer)
It doesn’t matter what you pay! (Havenstein)
Stock markets are global, economies not so much (Klement)
‘The Season Of Chaos Is At Hand’ (Felder)
The Market’s Unpredictability (HD)
Triple-Digit Club: A Wave of Stocks Have Seen Huge Gains in 2026 (Morningstar)
SpaceX and OpenAI Are Ending Wall Street’s Era of Stock Scarcity (Bloomberg)
Worried About a Tech-Stock Bubble? Here’s Where You Can Take Cover (WSJ)
Why Most Stocks Aren’t Worth Owning (Morningstar)
MiB: Jean Eric Salata, Chair of EQT group (MiB)
First Eagle Investments: June Views from First Eagle Global Value Team (FEIM)
This week’s best value investing news:
Emerging markets and the value of contrarian investing (LiveWire)
In An Unsettled World, Value Investing Can Add A Layer Of Defense (SA)
Why Value Investors Keep Missing the Market’s Biggest Winners (AM)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks (EI)
Jim Grant: AI Is “One of the Greatest Bubbles of All Time” | #634 (Meb)
Where Bonds Go, Stocks Follow with Sam Watkins (EM)
The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion (ER)
Kareem Amin – The Unusual Approach to Company Building (ILTB)
Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces (TLV)
Bob Pisani: Why Great Advice Is About Behavior, Not Bets (Barron’s)
#60 – The Plumber Returns – James Aitken on Japan, Kevin Warsh, gold, AI and inflation. (BTBS)
The Case for Sunshine (with Rowan Jacobsen) (EconTalk)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
The Hype and Hot Air Around IPOs (Novel)
Dividend Timing and Global Dividend Premium (AlphaArchitect)
Why Short Covers Aren’t Always a Bullish Signal (Morningstar)
This week’s best investing tweet:
Trading Post June 16, 2026
Some early birthday presents for me, and SpaceX.https://t.co/r8YJVbkPuz $SPCX pic.twitter.com/jkC9meBbUH— Cassandra Unchained (@michaeljburry) June 16, 2026
This week’s best investing graphic:
Ranked: SpaceX vs. The Largest Public Space Companies (VC)
