Weekly Investing Roundup – News, Podcasts, Interviews (09/18/2026)

This week’s best investing news:

Bill Nygren – We believe a lot of software companies will likely be AI winners (CNBC)

Druckenmiller: no US rate cuts needed (FT)

Ambiguity, Hubris, and AI (Verdad)

Jeffrey Gundlach: We’ve Crossed to the Hard Side of the Street (The Julia La Roche Show)

Oaktree – Crossroads (OakTree)

GMO – 25 Years of Benchmarkfree Investing (GMO)

Ken Fisher on Market Crashes, US Debt, Construction and More (Fisher)

How Chris Bloomstran Reads a Balance Sheet (RWH)

Lessons from Li Lu (Kingswell)

Most stock-picking pros have been underperforming this year’s rollercoaster ride higher (TKer)

30 Years of Berkshire Meetings in 60 Minutes (MCC)

Long-Short vs Long-Only Factor Investing (FR)

The Real Energy Crisis Has Yet To Arrive, Part Deux (Felder)

A Short History of Trend-Following and Momentum (Carlson)

Total portfolio approach? (HD)

What Was the Best Portfolio Over the Last 50 Years? (ODAD)

Seeing the Future and Bond Yields (BI)

Thematic ETFs Are Popular Again. Yikes. (Morningstar)

Causeway Capital: An Exemplary Investment Boutique (Causeway)

Replay: Why the Next Phase of AI Capex May Reward the Physical Economy (Polen)

MiB: Seth Bernstein, Chief Executive Officer of AllianceBernstein (MiB)

---

This week’s best value investing news:

Value Investing Live with Bill Nygren (GF)

European Value Stocks Trading Below Estimated Intrinsic Values (SimplyWallSt)

---

This week’s Fear & Greed Index:

---

This week’s best investing podcasts:

FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us (Meb)

Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear (ER)

The Independent Edge with Jeremie Boyer, Co-Founder and Lead Research Analyst at Aurelion Research (PMC)

30 Years of Berkshire Meetings in 60 Minutes (MCC)

#63 – The Fool: David Gardner explains his philosophy of buying stocks at high valuations after they have gone up a lot (BTBS)

Tobi Lütke: AI Agents, Better Decisions, and the Future of Work (TKP)

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (CA)

The Small Cap index is lying to you with Andrew Mitchell (EM)

---

This week’s Buffett Indicator:

Strongly Overvalued

---

This week’s best investing research: 

351 ETFs: Tax-Free “Diversification” Is Supposed to Hurt (AA)

Bond markets – is this just a return to normal (DSGMV)

A Market Anomaly Destined to Disappear (PAL)

---

This week’s best investing tweet:

I am righteously indignant over the wealth transfer to the very few that these bubbles create. The whole system is about creating bubbles so the grift can happen, both inside companies, transferring wealth to their employees at obscene rates, and in politics, as we see all over.

— Cassandra Unchained (@michaeljburry) September 16, 2026

---

This week’s best investing graphic:

Mapped: Who Depends Most on U.S.-Canada Trade? (VC)