Podcasts
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Is BNSF A Proxy For The U.S Economy?During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Is BNSF A Proxy For The U.S Economy?. Here’s an excerpt from the episode: Jak…- Will Home Prices Drop?During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Will Home Prices Drop?. Here’s an excerpt from the episode: Tobias: Finger on…
- VALUE: After Hours (S05 E8): Bumper Buffett Berkshire Letter, $HD And The Economy, Housing SlowdownIn their latest episode of the VALUE: After Hours Podcast, Alex Morris, Jake Taylor, and Tobias Carlisle discuss: $HD And The Economy Is BNSF A Proxy For The U.S Economy? Dairy …
Stocks In A ‘Death Zone’During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Stocks In A ‘Death Zone’. Here’s an excerpt from the episode: Tobias: This …- Warren Buffett’s Uncanny Ability To Predict The FutureDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Uncanny Ability To Predict The Future. Here’s an excerpt f…
- Would Munger Have Done Equally Well In LA Real Estate?During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Would Munger Have Done Equally Well In LA Real Estate?. Here’s an excerpt f…
- Pending Residential Real Estate ApocalypseDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pending Residential Real Estate Apocalypse. Here’s an excerpt from the epis…
- VALUE: After Hours (S05 E7): Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s InflationIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Pending Residential Real Estate Apocalypse Would Munger Have …
Injelitance: The Death of GrowthDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Injelitance: The Death of Growth. Here’s an excerpt from the episode: Jake:…- This Reminds Us Of The 1920’sDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss This Reminds Us Of The 1920’s. Here’s an excerpt from the episode: Bill: Ye…
- Interest Rates Are The Inverse Of A CurfewDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Interest Rates Are The Inverse Of A Curfew. Here’s an excerpt from the epis…
- Value 92nd Percentile CheapDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value 92nd Percentile Cheap. Here’s an excerpt from the episode: Jake: Yeah…
- VALUE: After Hours (S05 E6): Parkinson’s Law, Value 92nd Percentile Cheap, Just Buy $AAPL?In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value 92nd Percentile Cheap Interest Rates Are The Inverse Of…
It Always Looks Like A Soft LandingIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss It Always Looks Like A Soft Landing. Here’s an excerpt from the episode: Tobias…- Is Meta Heading The Same Way As The CD-ROM?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Is Meta Heading The Same Way As The CD-ROM?. Here’s an excerpt from the episode…
- Steve Jobs Would Not Approve Of Apple TodayIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Steve Jobs Would Not Approve Of Apple Today. Here’s an excerpt from the episode…
- Will Microsoft Bing With ChatGPT Destroy Google?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Will Microsoft Bing With ChatGPT Destroy Google?. Here’s an excerpt from the ep…
- VALUE: After Hours (S05 E5): Value Spread Wide, Forward Earnings Rolling Over, Soft LandingsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Will Microsoft Bing With ChatGPT Destroy Google? Steve Jobs W…