Weekly Investing Roundup – News, Podcasts, Interviews (09/25/2026)
Thursday, September 24, 2026 · Johnny Hopkins
This week’s best investing news:
Howard Marks Memo – Shall We Repeal the Laws of Economics – Part III (OakTree)
Break the Playbook with David Einhorn (MS)
Warren E. Buffett Becomes Chairman Emeritus, Remains Director; Howard G. Buffett Elected Chairman (BH)
Japan’s Value-Up All-Stars (Verdad)
Warren Buffett steps down as chairman of Berkshire Hathaway: ‘Father Time always wins’ (CNBC)
Howard Marks Flags Uncertainty in AI Investing (Bloomberg)
The Magnificent 7 Just Woke Up (TL)
A Perfect Storm Is Raging in the Bond Market (WSJ)
A timely stock market lesson from the 1960s (Tker)
Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight (Morningstar)
Shocks Are A Feature, Not A Bug, Of Deglobalization (Felder)
43 Books Warren Buffett Recommended in His Shareholder Letters (CMQ)
MiB: Glen Kacher, CIO of Light Street Capital (MiB)
September Views from First Eagle Global Value Team (FEIM)
Polen Capital: From Compute to Capacity – A Real SMID Opportunity (Polen)
This week’s best value investing news:
How Share Buybacks Can Create Compelling Value Trades (EFT)
Is Markel the New Berkshire Hathaway Blueprint for Value Investors Post-Buffett? (Simply)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Howard Marks Memo – Shall We Repeal the Laws of Economics – Part III (OakTree)
How to Invest for A Hundred Years | Inigo Fraser Jenkins (HF)
Is AI Making Investors Dumber? | Michael Fritzell (MCC)
Roger Ibbotson – Why Isn’t Everyone Rich? | #651 (Meb)
Niall Ferguson’s 2011 Warnings about America’s Challenges are Coming True (WealthTrack)
Steve Hou – Data Over Narrative (Business Brew)
The Grant Williams Podcast Ep. 133 – Ian Cassel (GW)
How Warren Buffet Built His Legacy By Finding Value No One Else Could See from Business History (ATR)
Gabe Stengel – Building Investing Superintelligence (ILTB)
Jeff McMillan: Inside the RIA of 2030 (Barron’s)
André Perold – Investing Through Exponential Change (CA)
The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet (ER)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Buyout Performance with Assets Valued at Market (AA)
The garbage can model and investment decisions (DSGMV)
Stock-Bond Portfolio: 60-40 or Risk Parity? (PAL)
This week’s best investing tweet:
Foundations: Market Structure, Volatility Targeting, Pod Shops & Other Gremlins
What this says is that the market is picking itself up more day-to-day than ever before. In fact, 40 years ago, the market just randomly walked through one day to the next. Now, there is a mean… pic.twitter.com/b2wX9rxyXB
— Cassandra Unchained (@michaeljburry) September 21, 2026
This week’s best investing graphic:
Ranked: MLB Ballparks From Oldest to Newest (VC)
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