Weekly Investing Roundup – News, Podcasts, Interviews (11/21/2025)

Core Insights - The investment landscape is currently characterized by concerns over stock valuations, with notable figures like Howard Marks and Ray Dalio expressing worries about a potential bubble in the market [1][6] - The Fear & Greed Index indicates a strongly overvalued market, suggesting caution among investors [6] Investment News - Mohnish Pabrai participated in the 5th European Value Investing Conference, highlighting ongoing discussions in value investing [1] - Michael Burry, known for "The Big Short," has deregistered Scion Asset Management, raising questions about his future investment strategies [1] - The market is seeing few stocks at 52-week highs, despite overall market records, indicating selective strength among equities [1] Value Investing Insights - Discussions around the death of value investing are emerging, with various analysts questioning its relevance in the current market environment [1] - The psychology of human misjudgment, as discussed by Charlie Munger, remains a critical aspect of investment decision-making [5] Market Indicators - The Buffett Indicator suggests that the market is strongly overvalued, reinforcing the need for careful investment strategies [6] - A significant increase in the ratio of call volume to put volume was noted, reaching 28 times in October, indicating heightened speculative activity [8]