Podcasts
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Diversification Explained: The Farmers Fable and the Math Behind Risk & RewardDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Diversification Explained: The Farmers Fable and the Math Behind Risk & R…- Higher Rates & Value Investing: Examining the Complex RelationshipDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Higher Rates & Value Investing: Examining the Complex Relationship. Here’…
- Einhorn vs. Passive Investing: Is the Market Broken or Just Evolving?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Einhorn vs. Passive Investing: Is the Market Broken or Just Evolving?. He…
- VALUE: After Hours (S06 E06): 200th Episode, Bill’s Back, Value on Macro, Value and ZIRP, Farmer’s FableIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Einhorn vs. Passive Investing: Is the Market Broken or Just Ev…
Buffett’s Korean Basket Bet: Achieving Diversification and High ReturnsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Buffett’s Korean Basket Bet: Achieving Diversification and High Returns. Her…- Free Money + Carry Trade: Why Buffett’s Japan Bet is a Masterclass in Value InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Free Money + Carry Trade: Why Buffett’s Japan Bet is a Masterclass in Value …
- Ergodicity in Action: Betting on Skiers with Risk & Reward Trade-offsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Ergodicity in Action: Betting on Skiers with Risk & Reward Trade-offs. Here’…
- Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio ManagementDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio Management. Here…
- VALUE: After Hours (S06 E05): John Huber on Deep Value Stocks, Compounders, Neversell and ConcentrationIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and John Huber discuss: Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio Manag…
Despite China’s Significant Economic Expansion The Stock Market Has Shown Minimal GrowthDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Despite China’s Significant Economic Expansion The Stock Mark…- Investing Lessons From Slime MoldsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Investing Lessons From Slime Molds. Here’s an excerpt from th…
- Negative Investor Returns: Despite Impressive Fund PerformanceDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Negative Investor Returns: Despite Impressive Fund Performanc…
- Data-Mined Factors With No Theoretical Explanation Perform Just As WellDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Data-Mined Factors With No Theoretical Explanation Perform Ju…
VALUE: After Hours (S06 E04): Validea’s Jack Forehand and Justin Carbonneau on Value, Growth, and MomoIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, Jack Forehand, and Justin Carbonneau discuss: Data-Mined Factors With No Theoretical Expl…
A Guide to Exploiting Predictable Correlations and VolatilityDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Rasmussen discussed A Guide to Exploiting Predictable Correlations and Volatility. Here’s an…- The “Value Winter” is Thawing: Insights on a Potential Value ComebackDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Rasmussen discussed The “Value Winter” is Thawing: Insights on a Potential Value Comeback. H…
- Japan: The Unexpected Treasure Trove for Value InvestorsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Rasmussen discussed Japan: The Unexpected Treasure Trove for Value Investors. Here’s an exce…
- The True Power of Value Investing Lies in Market UnpredictabilityDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Rasmussen discussed The True Power of Value Investing Lies in Market Unpredictability. Here’…