Weekly Investing Roundup – News, Podcasts, Interviews (07/17/2026)

This week’s best investing news:

Watch CNBC’s full interview with Berkshire Hathaway Chairman Warren Buffett (CNBC)

Howard Marks: Don’t make this mistake if you’re in your 20s (My First Million)

Warren Buffett excludes Gates Foundation from his annual donations of Berkshire stock (CNBC)

Citadel’s Ken Griffin on AI, US-China Tensions, and US Data Centers (Goldman)

The Most Efficient Market (Verdad)

Bill Nygren – It’s quite easy today to find a diversified portfolio trading at low-teens multiples (CNBC)

Ken Fisher’s 2026 Mid-Year Market Update (Fisher)

Pat Dorsey: The Nuances of Investing in Moats (CA)

Is it easier to become a stock picker in a stock picker’s market? (TKer)

The Uncommon Sense of Li Lu’s Partner, Jing (Gene) Chang (Kingswell)

What’s in an odd number? (Klement)

What Are the Chances of Your Prediction Being Right? (BI)

Some Summer Reading (Zweig)

‘The Machine Is Already Broken; It Simply Has Not Been Told Yet’ (Felder)

Truth Over Feelings: Inside Opendoor’s Massive Turnaround (Farnam)

Guide to Markets – Q3 2026 (JPM)

2026 Mid-Year Global Outlook for Value w/ Rich Pzena, Akhil Subramanian, and Andrew Williams (Pzena)

July Views from First Eagle Global Value Team (FEIM)

MiB: McKeel Hagerty, CEO and Chairman of Hagerty Insurance (MiB)

Ariel Investments Semi-Annual Portfolio Manager Conference Call Replay (Ariel)

Wedgewood Partners Q2 2026 Client Letter: Are Hyperscalers Still Magnificent? (Wedgewood)

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This week’s best value investing news:

Warren Buffett on the market today: ‘It’s tough to find values when everybody is preferring gambling’ (CNBC)

Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager (MW)

Japanese Cash Flow Stocks Trading Below Fair Value Investors May Want To Watch (SWS)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings. (BTBS)

Jack Schwager on Timeless Lessons from Elite Traders (ER)

Joseph Moore: How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t) | #639 (Meb)

John Kim – How to Raise a Few Billion Dollars (Invest Like the Best, EP.482)

Eddie Perkin – Battling Biases and Building Better Investment Teams (VIWL)

Successful Investing Means Protecting Yourself from Self-Defeating Behavior (WT)

Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets (RR)

Same Process. Different Outcomes. (MCC)

Jill Zucker: Why AI Could Reprice Financial Advice (Barron’s)

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410) (CA)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

The Intramonth Momentum Cycle (AA)

A warning sign of a bubble? stock issuance (DSGMV)

IBM Stock Suffers 1987-Style Crash—This Time on Steroids (IBM)

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This week’s best investing tweet:

Peaky. https://t.co/yNBCFmJ3BE

— Tobias Carlisle (@Greenbackd) July 15, 2026

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This week’s best investing graphic:

America’s Largest Private Companies by Revenue (VC)