Weekly Investing Roundup – News, Podcasts, Interviews (07/10/2026)

This week’s best investing news:

Cliff Asness Interview (The Bridge)

Bill Ackman Shares His Blueprint For The Next Decade of Wealth (Forbes)

Jeremy Grantham on SpaceX: It Will Be Amazing If It Doesn’t Collapse (The Long View)

Terry Smith’s Semi-Annual Letter to Shareholders (Fundsmith)

Bill Nygren – The discipline to stay boring (Oakmark)

Concentrated Co-Investments (Verdad)

Small Stocks Are Having Their Biggest Run in Decades (WSJ)

Has Citadel Securities Lost Its Crown? (Alphacaution)

The Ups and the Downs of the Stock Market (Carlson)

‘We’ve Seen Fads Before’ (Felder)

The Best Summary of Atlas Shrugged (Parrish)

A $30,000 Mistake (HD)

3 ways the U.S. stock market is and isn’t like the rest of the world (TKer)

Investors must be wary of the earnings bubble (Klement)

Nothing in Investing is “Doing Nothing” (BI)

Mamoon Hamid, Kleiner Perkins on AI Investing (MiB)

First Eagle’s Bill Hench on AI, outsourced tech and a re-opening IPO market (FEIM)

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This week’s best value investing news:

Value Investing’s Comeback Is Just a Quirk (for Now) (WSJ)

US Stock Market Outlook: Where to Find Value After April’s Rally (Morningstar)

Japanese Value Stocks With Quality Growth Institutional Buyers May Be Missing (SWS)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

The Mindset That Unlocks Your Full Potential | Dr. Gio Valiante (Parrish)

Invaluable Insights from the Latest Edition of “The Intelligent Investor” (WealthTrack)

Evan Vladem: How I Mix a Passion for Sports With Financial Advice (Barron’s)

The Secret Sauce Behind 250 Years of American Success (McKinsey’s Rebecca Anderson) | #638 (Meb)

Moat Investing Nuances – Pat Dorsey (EP.509) (CA)

Jeremy Giffon – The Billion Dollar PDF (ILTB)

Inside Fidelity: The Private Dynasty That Changed American Investing (Boyar)

Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’ (LongView)

Peter Zeihan: The Next Global Crisis Could Hit Investors Hard (Stansberry)

Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing (ER)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Financial literacy and financial crime: A regression discontinuity approach (AlphaArchitect)

Going broke and not taking profits (DSGMV)

25 Strategy ETFs: Performance, Analysis, and the Winners (PAL)

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This week’s best investing tweet:

I think there is no better way to play that blue dot on the right side than via $RKW.L pic.twitter.com/44NfgZaSS0

— Andy (@evfcfaddict) July 3, 2026

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This week’s best investing graphic:

The World’s Most Profitable Companies, by Country (VC)