This week’s reading and viewing list covers Value investing in an uncertain world: Fireside chat with Bill Ackman and Ryan Israel, The Impact of Debt and Book review: The Man Who Solved The Market.​

📺 Value investing in an uncertain world: Fireside chat with Bill Ackman and Ryan Israel (UBS)

📚 Buybacks Are Back: Corporate America Is on a Spending Spree (Wall Street Journal)

📚 Why economic forecasting is performance art for central bankers (And Haldane (h/t Financial Times))

📚 Book review: The Man Who Solved The Market (The Rational Walk)

🎙️Riffs on AI milestones and AI efforts abroad (Possible Podcast)

📚 GameStop Is Back!? (Matt Levine, Bloomberg)

📚 The Great Flattening (Stratechery)

📚 The Impact of Debt (Howard Marks, Oaktree)