Weekly Investing Roundup – News, Podcasts, Interviews (10/30/2026)
Thursday, October 29, 2026 · Johnny Hopkins

This week’s best investing news:
Mohnish Pabrai’s Global Investment Playbook (CNBC-TV18)
Bill Ackman says 2027 will be an amazing year for stocks as wars, inflation ease (CNBC)
Ariel‘s Charlie Bobrinskoy discusses the markets and shares his stock picks (CNBC)
Why Korea Now? Value Up & Corporate Governance Reforms (Verdad)
Bonds and Warren Buffett’s Berkshire are flashing a warning to markets (AFR)
Markets Are Always Different This Time (Carlson)
The Power and the Glory – 400 Years of Bad Decisions (BI)
‘Move Slow And Make Things’ (Felder)
Warren Buffett: One Year After The Crash (Kingswell)
[Outliers] K.C. Irving: How to Build an Empire on Your Own Terms (FS)
“Our Strategy Is Unchanged” (TSOH)
5 myths and misunderstandings about investing in the stock market (TKer)
Exclusive: How much you can safely spend in retirement (BTBS)
MiB: Robin Wigglesworth, on Embracing the Bond Market (MiB)
Ariel Appreciation Fund Q3 2026 Commentary (Ariel)
AI Peaks and Valleys, Short-Termism, and Stock Price Discovery (Albert Bridge)
Pzena Investment Management International Value Q3 2026 Commentary (Pzena)
Pzena Investment Management International Small Cap Value Q3 2026 Commentary (Pzena)
This week’s best value investing news:
Valuation Spreads Continue to Favor Value Stocks (Morningstar)
AI spending opens opportunities for value investors (InvestorDaily)
Oil Stocks: Values or Traps? (Zacks)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
What’s keeping stock markets high & is a crash likely with Seb Mullins (EM)
The Science of Doing Your Best Work (TKP)
#503 – AI Crisis in Math: Navier-Stokes, Riemann Hypothesis & Complexity Theory (Fridman)
The Index Is Now a Single Theme (Pzena)
Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio (TLV)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Financial Advice Boosts Retirement Saving, but Not for Those Who Need It Most (AA)
The concentration problem in equities (DSGMV)
Correlations changed—is a recession coming? (PAL)
Fund Selection: Equity Substitutes vs Diversifiers (FR)
This week’s best investing tweet:
My take on Anthropic’s S-1 filing.
https://t.co/VYsiixwiCs
— Cassandra Unchained (@michaeljburry) October 27, 2026
This week’s best investing graphic:
Mapped: The Most Valuable Company in Every U.S. State (VC)


