Weekly Investing Roundup – News, Podcasts, Interviews (09/04/2026)
Thursday, September 3, 2026 · Johnny Hopkins
This week’s best investing news:
CNBC Exclusive: Transcript: Berkshire Hathaway CEO Greg Abel Speaks with CNBC’s “Squawk Box” Today (CNBC)
Fisher Investments’ Founder, Ken Fisher, Debunks: “High Unemployment Is a Killer” (Fisher)
David Einhorn Says SpaceX Could Mark a Speculative Top. Morgan Stanley Sees 113% Upside (Yahoo)
The Smartest Money (The Smartest Money)
Ray Dalio was so broke early in his career he had to borrow $4,000 from his dad (Fortune)
GMO: Triple Mandate (GMO)
12 stock market charts that caught my attention (TKer)
Should you be worried about bonds? My take: (BTBS)
We are all ‘in hock to the bond market’ (Klement)
Selling Where They Ain’t (TSOH)
Inflation Hedge (HD)
When The Gambling Fever Breaks (Felder)
Aswath Damodaran: The Scaling and Profitability Trade-off: Venture Capital’s weakest link! (AD)
The Sudden Unraveling of Wall Street’s Momentum Trade (WSJ)
14 Questions I’m Thinking About (Carlson)
Crisis Talks (BI)
David Booth, Dimensional Fund Advisors Founder & Chairman (MiB)
Dodge & Cox 2026 Semi-Annual Equity Review (D&C)
Rob Vinall 2026 Half-Year Letter to Co-Investors (RV)
This week’s best value investing news:
Harris Oakmark’s David Herro: Narrow market structure allows growth stocks to look like value stocks (Oakmark)
5 Large-Value Stocks Trading at a Discount (Morningstar)
The Cash Flow Case for Value (LPL)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
What 12 Years of Failure Taught Steve Jobs About Success (TKP)
Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once (Meb)
Another Cyclical Masterclass with Robotti & Company (BB)
The Stories We Tell Ourselves (MCC)
Sarah Guo – Funding the Frontier (ILTB)
The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression (ER)
Scott Danner: How to Manage the Emotional Toll of Succession Planning (Barron’s)
Knowing when to sell: How growth investor Michael Frazis manages risk (EM)
This week’s Buffett Indicator:
Strongly Overvalued
BI
This week’s best investing research:
Can ChatGPT Forecast Stock Price Movements? (AA)
The dollar cycle is heading down? (DSGMV)
This week’s best investing tweet:
Tales from the SEC filings https://t.co/Wk3XDIsHp0
— Cassandra Unchained (@michaeljburry) September 3, 2026
This week’s best investing graphic:
The World’s $160 Trillion Debt Market in One Chart (VC)
