Podcasts
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VALUE: After Hours (S06 E03): Verdad’s Dan Rasmussen on Quant Small, Cheap, Levered Stocks-US and JapanIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Dan Rasmussen discuss: The True Power of Value Investing Lies in Market Unpredictabil…
Buffett’s Bullish Tune Change: Stewarding the SystemDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Buffett’s Bullish Tune Change: Stewarding the System. Here’s an excerpt fro…
China’s Investment Landscape: A Risk Worth Ignoring or Embracing?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed China’s Investment Landscape: A Risk Worth Ignoring or Embracing?. Here’s a…
Think Smarter, Not Harder: How “Obvious Adams” Can Boost Your InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Think Smarter, Not Harder: How “Obvious Adams” Can Boost Your Investing. He…
AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Long-Term ReturnsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed discussed AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Lo…
VALUE: After Hours (S06 E02): Tim Travis on Options, Energy, Financials, Including $C, $BRK, and $FFHIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Tim Travis discuss: AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Lo…
Musk Borrows From History: How Tesla is Channeling Henry Ford to Dominate EVsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Musk Borrows From History: How Tesla is Channeling Henry Ford to Dominate EVs…
Ron Baron’s Wisdom: Risking Assets for Tomorrow’s Cash FlowDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Ron Baron’s Wisdom: Risking Assets for Tomorrow’s Cash Flow. Here’s an excerp…
The “3 U’s” to Tesla’s Big Future: Unknowns, Uniqueness, and Unbelievable GrowthDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed The “3 U’s” to Tesla’s Big Future: Unknowns, Uniqueness, and Unbelievable Gro…
Why Tesla Is Misunderstood By Wall StreetDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Why Tesla Is Misunderstood By Wall Street. Here’s an excerpt from the episode…
VALUE: After Hours (S06 E01): Christopher Tsai on $TSLA, Growth Investing, And His Mentor Ron BaronIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Christopher Tsai discuss: Why Tesla Is Misunderstood By Wall Street The “3 U’s” to Te…
85% Of Economists Polled Last Year Thought We’d Be In A Recession Right NowDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 85% Of Economists Polled Last Year Thought We’d Be In A Recession Right N…
2024 Prediction – BitcoinDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed discussed 2024 Prediction – Bitcoin. Here’s an excerpt from the episode: …
Is 4 Years Adequate For Nikola founder Trevor Milton?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Is 4 Years Adequate For Nikola founder Trevor Milton?. Here’s an excerpt …
Chinese Tech Stocks Look GoodDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Chinese Tech Stocks Look Good. Here’s an excerpt from the episode: Jake: …
The Cybertruck Looks Better Up CloseDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed The Cybertruck Looks Better Up Close. Here’s an excerpt from the episode:…
2024 Predictions on Small Value, Oil, Gold, $SPY & $BTCDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Predictions. Here’s an excerpt from the episode: Jake: All right. I …
Free Speech in the Age of Musk: Twitter’s Uncertain FutureDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Free Speech in the Age of Musk: Twitter’s Uncertain Future. Here’s an exc…