Weekly Investing Roundup – News, Podcasts, Interviews (10/23/2026)
Thursday, October 22, 2026 · Johnny Hopkins
This week’s best investing news:
Howard Marks Explains Why Gold & Bitcoin Can’t Be Valued (And Why Gold Has Lagged Stocks) (RWH)
Bill Nygren: The Art of Value Investing, AI Valuations & Finding Overlooked Opportunities (CTP)
Why Value Managers are Looking Beyond the AI Chip Boom (Pzena)
15 Year Stock Market Returns (Carlson)
The Science of Doing Your Best Work (Farnam)
Doubling the Bear Market Low (HD)
How Warren Buffett Keeps Score (Kingswell)
Investing Lessons from 36 Years at Morningstar (WC)
Enough (Havenstein)
36th Annual Graham & Dodd Event with Li Lu Founder and Chairman of Himalaya Capital (Columbia)
Weitz Investment Management Q3 2026 Commentary: The Price of Enthusiasm (Weitz)
Wedgewood Partners Q3 2026 Client Letter: Bad Moon Rising (Wedgewood)
Polen Capital Large Growth Q3 2026 Commentary (Polen)
This week’s best value investing news:
Nick Kirrage: Opportunities in the narrow market’s blind spot (IW)
Warren Buffett’s Small-Cap Value Strategy for Today’s Investors (CFA)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI (ER)
A Three-Stock Charlie Munger Portfolio – Shaurya Gupta (GIT)
Momentum, market concentration & two out-of-favour stocks with Matt Jones (EM)
Rising Bond Yields, Ireland’s Banking Turnaround, and China’s Risk Premium | EP 233 (Art of Boring)
AI Tools for the Investment Firm – Ben Harrison (EP.522) (CA)
Bill Cohan on Leon Black: From Drexel to Apollo, and Could Athene Trigger the Next Financial Crisis? (Boyar)
This week’s Buffett Indicator:
Strongly Overvalued
BI
This week’s best investing research:
Diversification All the Way Down (Alpha Architect)
The multiple years of double-digit returns (DSHMV)
Bonds vs Gold vs Managed Futures: A 25-Year Perspective (Factor)
This week’s best investing tweet:
For each of the ten market tops over the last 40 years, one will find a caldera of lava underneath the placid S. Park-like valley floor. Akin to Super Volcano Caldera under Yellowstone Park in real life. The lava, actually magma, has settled into levels… https://t.co/UUbQqlNDwo
— Cassandra Unchained (@michaeljburry) October 17, 2026
This week’s best investing graphic:
Mapped: The Male-to-Female Ratio in Every Country (VC)
