Weekly Investing Roundup – News, Podcasts, Interviews (10/02/2026)

This week’s best investing news: 

Mohnish Pabrai: I Spent 30 Years in Investing. Here’s Everything in 30 Minutes (Informo)

Bill Ackman: People are Going to Lose a Lot of Money (KP)

Howard Marks: The Bond Market Is Losing Patience With America (Prof G)

Here We Go Again? (Verdad)

Aswath Damodaran: This Is No Market for Certainty (GMT)

Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios (RR)

Bill Ackman Talks Howard Hughes Plans, IPOs and Anthropic (Bloomberg)

Markel Group’s Tom Gayner at the 6th European Value Investing Conference (Ivey)

Ken Fisher – What to Watch as Midterm Races Enter October (Fisher)

Jason Zweig – What Makes Warren Buffett One of a Kind (JZ)

Alice Schroeder: Warren Buffett Doesn’t Try To Change People — And That Changed Me  (Kingswell)

Most Stocks Are Losers (Carlson)

The Return To Tangibles Trade Enters Its Next Phase (Felder)

If you don’t think AI is powerful and scary, think again! (HD)

The AI earnings headwind and accounting headache that’s set to intensify (TKer)

Index funds make active managers worse (Klement)

Why Doesn’t the Risk of AI Wiping Out Humanity Feel More Frightening? (BI)

Radically Different (Havenstein)

The 10-Year Yield Is Surging Toward 6%—and You Should Be Very Nervous (Barron’s)

Berkshire adds to nearly doubled stake in slumping homebuilder (CNBC)

MiB: Adam Frank, JPMorgan Wealth Management’s Head of Wealth Planning and Advice (MiB)

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This week’s best value investing news:

Value investing in AI narrative-driven markets (UBS)

For size and value tilts, simple is better (Morningstar)

The renaissance of value investing (Cayman)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Why Are Some of the Strongest Stocks Struggling This Year? (Morningstar)

Bill Ackman: The Biggest Fight of His Life (TKP)

Niall Ferguson Says Privatization & Innovation Can Solve Us Debt Problem (WT)

Dave Iben: The World Is on Sale While America Trades at a Premium | #652 (Meb)

Four Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital (PMC)

Joel Litman: We Are NOT in an AI Bubble (Stansberry)

U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas (RR)

Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust (TLV)

Why the China Threat Is Overblown | Logan Wright (HF)

The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size Bets (ER)

Jennifer Marcontell: How to Scale Your Practice With a Human Touch (Barron’s)

RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolio (EM)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Multi-Factor Investing: Sequential Model (FR)

The Effect of Advisors’ Incentives on Clients’ Investments (AA)

Fat-Tailed Move in Gold and Rare Events in Market Assets (PAL)

The short-term market is telling us rates will be higher (DSGMV)

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This week’s best investing tweet:

Short Thoughts: A Wall Street Titan Hands Us Part V.5 of Our Heretic’s Guide to AI

Researching for Heretic’s Guide Part VI, I Stumble Upon Can’t-Wait Info That is Must Know Now

Read → pic.twitter.com/wjkh5yoBCu

— Cassandra Unchained (@michaeljburry) September 28, 2026

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This week’s best investing graphic:

Ranked: Profit Margins of the World’s Largest Companies (VC)