Weekly Investing Roundup – News, Podcasts, Interviews (10/16/2026)
Thursday, October 15, 2026 · Johnny Hopkins
This week’s best investing news:
Bill Nygren’s Q3 2026 Market Commentary: A conversation with shareholders (Oakmark)
Legendary investor Paul Tudor Jones: 2027 is going to be really challenging for the stock market (CNBC)
Live from New York: Bill Ackman, Aussie businesses & other observations (EM)
Hidden Value in South Korea (Verdad)
Chris Davis and Robert Hagstrom on Holding Great Businesses (ER)
Ken Fisher on Interest Rates, Global Diversification, Overblown Market Fears and More (Fisher)
Oakmark- International equity market commentary Q3 2026 (Oakmark)
Quick Thoughts: Tampa Bay Rays, Moneyball’s Goal, Herd Behavior and Compounders (Huber)
The impact of bubbles on lifetime earnings (Klement)
When Policymakers Choose Inflation (Felder)
When Do Fundamentals Matter? (BI)
A sign that bonds could be in for a bounce. (trendlabs.com)
Why investors are often fighting the last war. (safalniveshak.com)
Five things that always make sense for your portfolio including ‘Take out the trash.’ (ritholtz.com)
A Million Words to a Million Dollars? (HD)
Paid to be stupid (Havenstein)
MiB: Maria Vassalou, Head of the Pictet Research Institute (MiB)
Patient Capital Q3 2026 Commentary (PC)
October Views from First Eagle Global Value Team (FEIM)
This week’s best value investing news:
Value vs. Growth Investing (Benzinga)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? (ER)
Is It Time to Start Buying Bonds? | Jim Bianco (HF)
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653 (Meb)
Philip & Allan Maymin – Compounding Through Risk, Not Return (FWM)
Evan Vanderveer – Customers are the North Star (BB)
David Vélez – Building Nubank and the Future of Global Banking (ILTB)
Keep Evolving (MCC)
How to Get People to Say Yes | Ryan Serhant (TKP)
Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers (Barron’s)
Hedging explained, is it worth the fees and when it makes sense with Cameron Gleeson (EM)
This week’s Buffett Indicator:
Strongly Overvalued
BI
This week’s best investing research:
Does Empirical Finance Replicate? AI answers the question. (AA)
AI returns and risk in a nutshell (DSGMV)
Bonds vs Gold vs Managed Futures: A 100-Year Perspective (FR)
This week’s best investing tweet:
New Short Thoughts article – The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Indicator
Denial is most easily found in market breadth indicators. I follow one in particular that seems to give a strong signal every few decades. https://t.co/B0YQlk21zX
— Cassandra Unchained (@michaeljburry) October 8, 2026
This week’s best investing graphic:
Ranked: The Most Used AI Chatbots in 2026 (VC)
