Weekly Investing Roundup – News, Podcasts, Interviews (11/06/2026)

This week’s best investing news:

Oaktree’s Howard Marks: We shouldn’t take our signals from the market (CNBC)

Bill Nygren: We don't know about the AI trade; we don't have conviction on owning those names (CNBC)

Toward a Deep-Value Strategy in South Korea (Verdad)

Bill Ackman: Is Permanent Capital an Investor’s Biggest Edge? (In Good Company)

Ken Fisher’s Thoughts on AI and Stocks (Fisher)

The Extra-Strength Funds That Are Too Much of a Good Thing (WSJ)

The Market Owes You Nothing (Safal)

Why Being Right Can Make You a Worse Investor (Morningstar)

Europeans really don’t like to invest in stocks (Klement)

Short-Term Market Moves Won’t Give Us the Answers on AI (BI)

A lesson from November 2016 (TKer)

Memories Of Bubbles Gone By Give Investors Agita (Felder)

Earnings & Expectations (Carlson)

It’s Been a Long Time Since Bonds Looked This Good (Morningstar)

MiB: Rich Steinmeier LPL CEO on The Future of Financial Advice (MiB)

Jensen Investment Management: Sustaining 15% Return on Equity for 10 Years in a Row (Jensen)

This week’s best value investing news:

Value Stocks Just Sent a 2001 Warning Shot — Is AI Next? (Benzinga)

10 Benjamin Graham Quotes to Improve Your Investing Results (Cabot)

What is Value Investing? The Investing Strategy Investors Need to Know About (MF)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

The World’s Cheapest Stocks by Dan Rasmussen (MCC)

Matt Ludmer: When Success Stops Feeling Like Success (Barron's)

Dynamic Allocation and Concentrated Conviction – Zack McGuire (CA)

Jim Dahle: Is Avoiding Taxes Costing You Money? (TLV)

Lessons From Investment Greats’ Responses to the Market Chaos of 2008 (Classic) (WT)

Corporate Athletes: Durable Competitive Advantages and Long-Term Investing (VIWL)

Seven Stocks Are 41% of the S&P | John Davi on Building Portfolios Beyond the Mag 7 Bet (ER)

How to Hedge the AI Boom and the Unrest in France | Robert Armstrong (HF)

Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal (ILTB)

This week’s Buffett Indicator:

Strongly Overvalued

This week’s best investing research:

Financial Intermediary Relationships and Public Market Access (AA)

Is the dollar always a safe haven? No (DSGMV)

The Impact of Market Beta on Smart Beta Performance (FR)

This week’s best investing tweet:

Here is the link where I made the case last week that beneath the surface the October 6, 2026 record close in the S&P 500 looks more like the March 2000 top than any other record high since 1980. https://t.co/pOZOUq479z

— Cassandra Unchained (@michaeljburry) October 30, 2026

This week’s best investing graphic:

Ranked: America’s Healthiest Cities in 2026 (VC)