[ad_1]
This week’s best investment news:
Terry Smith – Is active management worth the money? (Money Maze)
Bitcoin or gold? Oaktree’s Howard Marks sees little difference (Bloomberg)
What can you buy with the yield? (Verdado)
Bridgewater’s Ray Dalio: Both Trump and Biden are ‘threats’ to markets (CNBC)
Aswath Damodaran – 2024 Data Update 3: A rule-breaking year for interest rates (AD)
Oaktree’s Howard Marks: The federal funds rate will average closer to 3% over the next 10 years (CNBC)
Stock market success and the drive found in fools (Felder)
Bill Gross talks markets, the Fed and investment strategy (Bloomberg)
What does the misery index tell us about the 2024 election? (Barry Ritholtz)
Q&A with Mohnish Pabrai at Oxford University – Oxford Alpha Fund (MP)
The Price of Innovation (Rudy Habanenstein)
Why activist short selling is controversial (Bloomberg)
Serial Acquirers, The Art of Not Selling, Chuck Eikre’s Master Class (Investment Talk)
The incredible and difficult state of the game in 2024 (MatthewBall)
Three mistakes in investing (behavioral investing)
Show us your portfolio: Katie Stockton (Validea)
Why Amazon CEO Andy Jassy is concerned about Western innovation (Fortune)
PhageLab (Collaboration Fund)
David Katz – When is the best time to buy small- and mid-cap stocks (CNBC)
Industrially necessary intellectual corruption in universities (EP theory)
Transcription: Shomik Dutta, Overture Ventures (Big Picture)
Invest gently (Humble dollar)
Weitz Investment Management: “Avoid the Madness” and Stay Focused (Weitz)
RV Capital 2024 Annual Meeting Investor Q&A (RV Capital)
Pzena – Value investing for a premium world with low equity risk (Pzena)
Patient Capital Management Q4 2023 Market Commentary (Patients)
First Eagle Investments: Global Value Team 2023 Annual Letter (FEIM)
This week’s best value investing news:
The expanding stock market emphasizes value! (mirror value)
Why now is the time to invest in value (Morningstar)
Where to invest in 2024 – Value stocks and a presidential election year (Forbes)
This week’s Fear and Greed Index:
This week’s best investing podcasts:
John Narsesian: 5% cash is great. Don’t fall in love. (Barons)
Madhavan Ramanujam – How to price your products (ILTB)
TIP601: From Junk to Gold by Billionaire Willis Johnson (TIP)
Mentor (MicroCapClub)
Episode #518: Jared Dillian talks about the keys to a stress-free financial life (Meb Faber)
RWH040: To the World with Laura Gerrits (RWH)
Sustainable Air Fuel – A Primer (Business Brew)
BTC166: Institutional Bitcoin Custody (BTC) by Caitlin Long and Wes Nobel
#410 – Ben Shapiro vs. Destiny Debate: Politics, January 6, Israel, Ukraine, Walkism (Rex Friedman)
#30 Japanophile (Stephen Clapham)
454 – Weather Matrix (InvestED)
Tilly Franklin – Cambridge University Endowment Model (EP.363) (Capital Allocator)
Ep 426. Expected Investment: 2024 Box Office and Movie Theater Forecasts (Concentrated Compounding)
This week’s Buffett indicators:
Overrated.
This week’s best investment research:
Outperforms cap (value) weighted and equal weighted portfolios (AlphaArchitect)
Predictable results even in desperate situations (ASC)
Real GDP still has a mind of its own (DSGMV)
Democratizing the private market and eliminating the digital divide (AllAboutAlpha)
Decoupling Correlation: Post-COVID-19 Global Markets (CFA)
Best investment tweets of the week:
Never overpromise
PayPal said it would shock the world today, but it didn’t. pic.twitter.com/KdGTASp87a
— Shell Monot (@pitdesi) January 25, 2024
This week’s best investment graphics:
Ranking: Most Popular AI Tools (Visual Capitalist)
For all the latest news and podcasts, join our free newsletter here.
free inventory screener
Don’t forget to check out the free Large Cap 1000 – stock screener,here Acquirer multiple:
[ad_2]
Source link
