Podcasts
1633 posts
The Casino Mentality in Modern MarketsDuring their recent episode, Taylor, Carlisle, and Dan Rasmussen discussed The Casino Mentality in Modern Markets. Here’s an excerpt from the episode: Dan: I wonder too if it’s …
Value Opportunities in Emerging MarketsDuring their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Value Opportunities in Emerging Markets. Here’s an excerpt from the episode: Tobias: So, how d…- Low Valuations in Emerging Markets Often Signal Fear, Not OpportunityDuring their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Low Valuations in Emerging Markets Often Signal Fear, Not Opportunity. Here’s an excerpt from …
- Why China is the Deepest Value Market in Emerging Markets TodayDuring their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Why China is the Deepest Value Market in Emerging Markets Today. Here’s an excerpt from the ep…
- Understanding Emerging Markets, Frontier Markets, and Investment ChallengesDuring their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Understanding Emerging Markets, Frontier Markets, and Investment Challenges. Here’s an excerpt…
- VALUE: After Hours (S06 E44): Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, SchroedersIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Juan Torres Rodriguez discuss: Emerging Markets: 50% of Global GDP but Only 7% of Ma…
How Bacterial Mutation Informs Investment StrategyDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed How Bacterial Mutation Informs Investment Strategy. Here’s an excerpt from the episode: Tobias: It’s c…- Overachiever’s Dilemma: Rest, Injury, and Staying ConsistentDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed Overachiever’s Dilemma: Rest, Injury, and Staying Consistent. Here’s an excerpt from the episode: Tobi…
Stupid Simplicity: Four Pillars of Health and WellnessDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed Stupid Simplicity: Four Pillars of Health and Wellness. Here’s an excerpt from the episode: Tobias: Le…- Fitness Alpha: Unlocking Outperformance Through Health and Well-BeingDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed Fitness Alpha: Unlocking Outperformance Through Health and Well-Being. Here’s an excerpt from the epis…
- VALUE: After Hours (S06 E42): Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT CapitalIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tim Travis discuss: Why Buffett Slashed His Apple Stake Why Investment-Grade Bonds O…
The Growing Divide in S&P 500 Valuations: What It Means for Value InvestorsDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed The Growing Divide in S&P 500 Valuations: What It Means for Value Investors. Here’s an excerpt from the…- Apperceptive Mass: From Katamari to Cognitive GrowthDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed Apperceptive Mass: From Katamari to Cognitive Growth. Here’s an excerpt from the episode: Tobias: We ar…
- Mercedes and European Banks Are Leading in Shareholder Capital ReturnsDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed Mercedes and European Banks Are Leading in Shareholder Capital Returns. Here’s an excerpt from the epis…
- Derating and Lack of Rerating Are Changing the Face of Value InvestingDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed Derating and Lack of Rerating Are Changing the Face of Value Investing. Here’s an excerpt from the epis…
- VALUE: After Hours (S06 E41): Undervalued Auto OEM and Offshore Energy with Matthew Fine, Portfolio Manager Third AvenueIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Matthew Fine discuss: Derating and Lack of Rerating Are Changing the Face of Value I…
Knot Theory Meets Private Equity: The Takahashi-Alexander Model ExplainedDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed Knot Theory Meets Private Equity: The Takahashi-Alexander Model Explained. Here’s an excerpt from the episod…- How Language Reveals Management’s True Commitment to ShareholdersDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed How Language Reveals Management’s True Commitment to Shareholders. Here’s an excerpt from the episode: Jake:…