Weekly Investing Roundup – News, Podcasts, Interviews (06/26/2026)

This week’s best investing news:

Value Investing Legend Seth Klarman: Masters in Business (Bloomberg)

Howard Marks Interview (TBPN)

Mohnish Pabrai – Pabrai Wagons ETF Shareholder Call Replay (Pabrai)

How to Build Comps Sheets Wisely (Verdad)

Jeremy Grantham – How to invest like a stock market legend (MoneyWeek Talks)

Bill Ackman talks IPOs, SpaceX and favourite tech stocks (Interactive Investors)

Bill Nygren: Salesforce is not done growing, now redirecting cash flow to purchase shares (CNBC)

Jim Chanos and Val Zlatev on Long/Short Alpha in AI & Semis (Monetary Matters)

New World Order (Josh Brown)

The hardest part of valuing a company (TKer)

The “Too Hard” Pile (Morris)

Dear Prudence (Havenstein)

Stock market concentration and fund portfolios (Klement)

Do AIs Make Good Traders, and Do They Make Good Traders Better? (Elm)

Lessons Learned Along the Way (HD)

‘The Status Quo Cannot Last’ (Felder)

My Fund Outperformed. My Return Still Lagged. Come Again? (Morningstar)

How to Survive the Wrong Turns in Life and Markets (Safal)

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This week’s best value investing news:

Value Investing Vs. Cheap Stocks: How To Avoid A Value Trap (Forbes)

Global Value Equity Strategy: Our approach to value investing (T Rowe Price)

What is value investing and how do I pick stocks which might rise in share price? (Independent)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong (ER)

Vlad Barbalat – Investing $120 Billion in Permanent Capital (ILTB)

Bryan Taylor: The Four Forces That Drive Every Market (Investing in America Series) (Meb)

Will Danoff: ‘Be Very Careful of Unprofitable Companies’ (TLV)

The Ecology of Ergodicity by Jason Buck (PMC)

Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations (Barron’s)

Copper: The metal at the centre of everything with William Taylor (EM)

How to Repair and Nourish Your Gut | Dr. Giulia Enders (Parrish)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Why Retail Loves SpaceX: A Puzzle with a Long History and Predictable Ending (AlphaArchitect)

Weekly Market Report: The Short of the Decade (PAL)

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This week’s best investing tweet:

Analysts collectively expect S&P 500 earnings to compound at ~24% annually for five years, roughly double their historical norm.

The current spike is higher than any prior point in the 40-year series, including the Dot Com peak of ~19% around 2000–2001 and the 2020/21 Meme Stock… pic.twitter.com/dudP6wGCYG

— Tobias Carlisle (@Greenbackd) June 22, 2026

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This week’s best investing graphic:

Ranked: Top 25 Private Landowners in the U.S. (VC)