Weekly Investing Roundup – News, Podcasts, Interviews (07/24/2026)

This week’s best investing news:

What Bill Ackman Is Investing In (WNN)

Rich Pzena – Buying Great Businesses When Everyone Hates Them (BTBS)

Ray Dalio: the single biggest portfolio flaw keeping you poor (MFM)

Jim Rogers: “I’ve Sold Nearly Everything” – Here’s Why (TI)

Too Small to Matter? (Verdad)

Interview with Causeway’s Sarah Ketterer: The Biggest AI Investment Mistakes Investors Could Make (Bloomberg)

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

Ken Fisher – Euphoric Market Tops Have This Telltale Sign (Fisher)

Jim Chanos: The AI Bubble Is “Much Worse” Than Dot-Com (RRP)

The Seven Sins of Active Fund Management (Swedroe)

‘When Stocks Seem Like The Sure Bet’ (Felder)

When Size Falls Short (Novel)

A sneak preview of Wall Street’s outlook for stocks in 2027 (TKer)

Category 2 Large Caps and Current Opportunities (Huber)

The Oracle Speaks: The Best of Warren Buffett’s New CNBC Interview (Kingswell)

The failure gap (Klement)

Missing the Best & Worst Days in the Stock Market (Carlson)

Jason Wenk, Altruist founder and CEO (MiB)

Ruane Cunniff LP: Sequoia Fund Letter Q2 2026 (Sequoia)

Weitz Investment Management Q2 2026 Letter to Shareholders: Beyond the AI Boom (Weitz)

Pzena Investment Management International Value Q2 2026 Commentary (Pzena)

Ariel Appreciation Fund Q2 2026 Commentary (Ariel)

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This week’s best value investing news:

Buffett warns gambling culture is eroding value investing (MSN)

ASX value stocks smash growth as tax changes turbocharge rotation (AFR)

Value investors are back in the spotlight. 3 elite value-fund managers share their top stock picks. (BI)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Re-Rating, De-Rating, and What Really Matters: 2026 Mid-Year Global Outlook for Value Webinar (Pzena)

Muddy Waters’ Carson Block on How AI Could Unwind the S&P 500 | #640 (Meb)

Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market (ER)

SpaceX, Europe’s China Problem, and the Populist Backlash | Patrick Boyle (HF)

Matthew Smith — Natural Gas: The Next Bottleneck (ILTB)

Brett Arends: Worried About Outliving Your Money? There’s an Answer (TLV)

Truth Over Feelings: Inside Opendoor’s Turnaround (Parrish)

Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams (Barron’s)

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) (CA)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Two Accounting Anomalies: One May Be Risk, the Other Is Mispricing (AA)

Periods of financial stress – the long history (DSGMV)

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This week’s best investing tweet:

Speculation in small caps seems to be cooling since May.$IWM (Russell 2000) includes small companies with no profitability screen, so it holds more speculative, low-quality, or unprofitable names. $VIOO (S&P SmallCap 600) requires positive earnings for index inclusion, tilting… pic.twitter.com/HOId8JUyzb

— Tobias Carlisle (@Greenbackd) July 20, 2026

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This week’s best investing graphic:

Which World Regions Have the Most High-Income Countries? (VC)