Weekly Investing Roundup – News, Podcasts, Interviews (08/14/2026)

This week’s best investing news:

Berkshire Hathaway Earnings: Cash Balances Retreat on Increased Investments and Share Buybacks in Q2 (Morningstar)

Ken Fisher, Debunks: “Who Needs Foreign?” (Fisher)

The Maturation of High Yield (Verdad)

Berkshire Hathaway Q2 2026 Earnings Report (BH)

Mauboussin – The Wisdom of Crowds in Markets (MS)

Aswath Damodaran: Big Tech Has No Idea How AI Pays Off (Prof G)

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients (Barron’s)

Berkshire Hathaway Q2 2026 Earnings Summary (BH)

Berkshire Hathaway’s Q2 2026 Earnings Report (Kingswell)

‘The Quintessential Global Macro Dilemma’ (Felder)

Can a Value fund also be a Growth fund? (HD)

Roblox CEO: How to Make Better Decisions by Fixing Yourself First (Farnam)

Seek more context when you hear these popular words and phrases about markets (TKer)

The elephant in the room (Havenstein)

Investing is a Game of Survival (Carlson)

Causeway Capital Management: Rise of the Heavyweights (Causeway)

Jensen Investment Management Quality Growth Fund Update: 2Q 2026

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This week’s best value investing news:

Harris Oakmark: Why the case for value investing remains strong (Oarmark)

A short history of valuing stocks (FT)

How To Find Great Micro-Cap Stocks (AM)

Warren Buffett’s Value Investing Strategy: How Patience and Quality Build Long-Term Wealth (Investopedia)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

We Asked T. Rowe’s $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble (ER)

Eric Vishria – A Decade of Lessons Investing in Software & Hardware (ILTB)

Teaser: Investing in America: The Rise Of A 250-Year Bull Market (Meb)

80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein) (RR)

Why Do Active Funds Lag Even With Winning Picks? (Morningstar)

Teqnion AB (TEQ.ST): Inside a Nordic Serial Acquirer (MCC)

EP 269: The Investing Mistakes Even Smart Investors Make (Lazaroff)

Best of Interviewing: Ted Seides (CA)

AI investors are getting nervous. Should they be? (EM)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Skewness as a Hidden Driver of Anomaly Returns (AA)

AI investment follows other boom and bust cycles (DSGMV)

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This week’s best investing tweet:

From EBITDA to cash flow pic.twitter.com/Sh6Kuj8Xq9

— Compounding Quality (@QCompounding) August 12, 2026

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This week’s best investing graphic:

Ranked: The World’s Top Manufacturing Powers (2005-2025) (VC)