Weekly Investing Roundup – News, Podcasts, Interviews (07/03/2026)
Thursday, July 2, 2026 · Johnny Hopkins
This week’s best investing news:
Jeremy Grantham: This is the most expensive market in American history (CNBC)
Mohnish Pabrai’s Interview with Knowledge Inside (MP)
The Private Equity Consensus Trade (Verdad)
What Chris Davis Learned from a Brilliant Investor Who Failed (WG)
Greg Abel on Long Runways, Finding Balance, and Replacing a Legend (Kingswell)
The first half of 2026 confirmed a valuable stock market lesson (TKer)
Free markets where there are losses? (Havenstein)
Leverage in the Stock Market (Carlson)
Should a Fund Manager Invest Their Own Money Differently? (BI)
Failure as a Competitive Advantage (BIMC)
Asset Class, Sector, and Global Market Quilts Updated for Q2 2026 (Novel)
‘Running On Empty’ (Felder)
AI Race May Cut Trading Edges From Seven Years to 18 Months (Bloomberg)
Mr Market visits Art Basel (HD)
MiB: Carl Richards on Sketching Wealth Strategy (MiB)
Quarterly Views from First Eagle Global Value Team: Q2 2026 (FEIM)
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)
Value stocks: A dynamic approach in a changing world (Invesco)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’ (TLV)
Ben Carlson: The Numbers That Break Your Brain About Long Term Investing (Meb)
The Power of Simplicity in Investing with Ben Felix (Bogleheads)
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (CA)
The Reality of AI (MCC)
Gold Is Down 20%. So Why Is the Smart Money Still Buying? (Stansberry)
Peter Hecht – Portable Alpha: Solving the Funding Problem of Alternatives (FWM)
Etched – Building AI Hardware to Make Inference Faster and Cheaper (ILTB)
Bull Markets Die on Euphoria. Are We Finally There? (RR)
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning (Barron’s)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
The Impressive Markets Hypothesis: Prices Still Know the Future (AlphaArchitect)
Hedge funds and AI (DSGMV)
When The Equity Funding Market Screams And Nobody Listens (MacroTourist)
This week’s best investing tweet:
Trading Post – Buying a Long-Term Compounder on a Simple Rule
Some stocks are backed by businesses so good that the time to buy is defined by a simple, recurring rule.https://t.co/rncbFOpGFL pic.twitter.com/jkwETdYNby
— Cassandra Unchained (@michaeljburry) June 30, 2026
This week’s best investing graphic:
Ranked: The World’s 50 Most Valuable Companies (VC)
