Weekly Summary
03/06/2026
For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are some (~3-7) of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.
Greg Abel released his First Annual Letter to Berkshire Hathaway Shareholders last weekend. He also made an appearance on CNBC yesterday (Video 1, Video 2). The full interview seems to only be available to paid subscribers on CNBC, but you should be able to listen to it on the Squawk Pod Podcast.
Stan Druckenmiller sat down for a new interview, which I thought had some great insights even for investors who invest much differently than he does (Video, Podcast).
Michael Mauboussin and Dan Callahan published a new paper last month: “Bayes and Base Rates.”
Michael Cembalest from J.P. Morgan published the 16th Annual Eye on the Market Energy Paper.
John Arnold spoke with Patrick O’Shaughnessy on the Invest Like the Best Podcast (Video, Podcast).
The Acquired Podcast covered Formula 1 this week.
There was, of course, plenty of news on the Iran situation this week. To highlight a few things…. David Petraeus spoke with Charlie Rose (video), Niall Ferguson commented on the situation (video), and Peter Zeihan posted some videos on his YouTube channel.
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