Investing News
24 posts
Weekly Investing Roundup – News, Podcasts, Interviews (11/28/2025)This week’s best investing news: Michael Burry’s next ‘Big Short’: An inside look at his analysis showing AI is a bubble (CNBC) Howard Marks: ‘People are shakily optimistic’ (FT…
Value’s Resurgence: A Strong But Selective RallyWhile one month does not define a long-term trend, the data is too significant to ignore. It does not, however, signal a straightforward revolution. Instead, it points to a matu…
Weekly Investing Roundup – News, Podcasts, Interviews (08/15/2025)This week’s best investing news: Howard Marks – The Calculus of Value (OakTree) Cliff Asness – There Ain’t No Such Thing as a Free Lunch (AQR) Bloomberg Wealth: Lee Ainslie (Rub…- Weekly Investing Roundup – News, Podcasts, Interviews (08/08/2025)This week’s best investing news: Ray Dalio Reflects on Bridgewater’s 50-Year Anniversary (Bridgewater) Jamie Dimon’s Most Powerful Lessons Didn’t Come from Wall Street (HLL) Cha…
- Weekly Investing Roundup – News, Podcasts, Interviews (06/27/2025)This week’s best investing news: The Way to Win w/ Bill Nygren (RWH) How Countries Go Broke — Ray Dalio on why timing is everything (FT) AQR’s Cliff Asness Sides With Jim Chanos…
- Weekly Investing Roundup – News, Podcasts, Interviews (05/23/2025)This week’s best investing news: Exclusive: Warren Buffett will hand off Q&A to Greg Abel at next Berkshire shareholders meeting (Omaha News) Howard Marks on The Global Investor…
- Weekly Investing Roundup – News, Podcasts, Interviews (05/16/2025)This week’s best investing news: Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack) Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fi…
- Weekly Investing Roundup – News, Podcasts, Interviews (05/09/2025)This week’s best investing news: Warren Buffett presides over the 2025 Berkshire Hathaway annual shareholder meeting (CNBC) Bill Ackman: I wouldn’t bet against Berkshire post-Bu…
- Weekly Investing Roundup – News, Podcasts, Interviews (04/25/2025)This week’s best investing news: Howard Marks: Navigating Crises – Creed, Preparation and Emotional Control (Decision Nerds) What Bill Ackman Sees in Hertz and Why He’s Betting …
- Weekly Investing Roundup – News, Podcasts, Interviews (04/18/2025)This week’s best investing news: An Interview with Ray Dalio (Bloomberg) Jim Chanos on Who’s Getting Caught Swimming Naked (Odd Lots) Pabrai Wagons Fund Semi Annual Investor Cal…
- Weekly Investing Roundup – News, Podcasts, Interviews (04/11/2025)This week’s best investing news: Howard Marks Memo: Nobody Knows (Yet Again) (OakTree) Francois Rochon: 3 Truths Every Value Investor Should Remember (Meb) Off The Beaten Path (…
- Weekly Investing Roundup – News, Podcasts, Interviews (04/04/2025)This week’s best investing news: Howard Marks – Top Takeaways from Oaktree’s Quarterly Letters – March 2025 (OakTree) Joel Greenblatt defends value investing: It’s not difficult…
- Weekly Investing Roundup – News, Podcasts, Interviews (03/21/2025)This week’s best investing news: Berkshire Hathaway’s 2025 Proxy Statement (BH) Fundsmith 2025 Annual Shareholders’ Meeting (Fundsmith) Buffett Hates Selling Anything. The Sale …
- Weekly Investing Roundup – News, Podcasts, Interviews (03/14/2025)This week’s best investing news: Howard Marks – Unlocking Investment Wisdom (Money Maze) Ray Dalio: The U.S. government’s debt problem will lead to ‘shocking developments’ (CNBC…
- Weekly Investing Roundup – News, Podcasts, Interviews (03/07/2025)This week’s best investing news: Howard Marks Memo – Gimme Credit (OakTree) Bill Ackman Interview (Boyar) Cliff Asness Interview – Are Private Investments ‘Volatility Laundering…
- Weekly Investing Roundup – News, Podcasts, Interviews (02/28/2025)This week’s best investing news: Berkshire Hathaway 2024 Annual Report (BH) Mohnish Pabrai’s session with CIBS at University of Cambridge on January 31, 2025 (MP) Berkshire Hath…
- Weekly Investing Roundup – News, Podcasts, Interviews (02/21/2025)This week’s best investing news: David Einhorn – Virtual fireside chat and Q&A session (SKAGEN) Mohnish Pabrai’s latest thoughts on Big Tech, Turkey, Coal, and a tribute to Char…
- Weekly Investing Roundup – News, Podcasts, Interviews (02/14/2025)This week’s best investing news: In conversation with Bill Ackman (Eri Molan) Ray Dalio Tells Us ‘How Countries Go Broke’ (Bloomberg) Winners Keep Winning w/ Billionaire Terry S…