Podcasts
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Why Netflix Is An Amazing Business StoryIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Netflix Is An Amazing Business Story. Here’s an excerpt from the episode: B…- Soft Landing Or Big Flush Coming?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Soft Landing Or Big Flush Coming? Here’s an excerpt from the episode: Tobias: I…
- Where Are All The Bankruptcies?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Where Are All The Bankruptcies? Here’s an excerpt from the episode: Tobias: Yea…
- Which Industries Will ChatGPT Disrupt?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Which Industries Will ChatGPT Disrupt? Here’s an excerpt from the episode: Bill…
VALUE: After Hours (S05 E4): Value Beaten In January, Bears And Rate Cuts, Richard Hamming’s ResearchIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Which Industries Will ChatGPT Disrupt? Where Are All The Bank…
Housing Crisis PornIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Housing Crisis Porn. Here’s an excerpt from the episode: Tobias: There’s some g…- How Did Apple Avoid Layoffs?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Did Apple Avoid Layoffs?. Here’s an excerpt from the episode: Tobias: I cou…
- The Market’s Real CheapIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Market’s Real Cheap. Here’s an excerpt from the episode: Tobias: -I was try…
- Do You Deserve Equity Returns?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Do You Deserve Equity Returns?. Here’s an excerpt from the episode: Tobias: Yea…
- VALUE: After Hours (S05 E3): 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech LayoffsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Do You Deserve Equity Returns? The Market’s Real Cheap 3-10 P…
Big Decade For Commodities AheadIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Big Decade For Commodities Ahead. Here’s an excerpt from the episode: Tobias: I…- The Inner Game – Managing Your Negative MindsetIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Inner Game – Managing Your Negative Mindset. Here’s an excerpt from the epi…
- Biggest Surprises Of 2022In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Biggest Surprises Of 2022. Here’s an excerpt from the episode: Tobias: Let’s ch…
- 60% Forward Returns For ValueIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 60% Forward Returns For Value. Here’s an excerpt from the episode: Tobias: I ju…
- VALUE: After Hours (S05 E2): 2022 Year in Review, The Inner Game, Value Spreads And The 3/10 InversionIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: 60% Forward Returns For Value The Inner Game – Managing Your …
Bill Miller Shorts TeslaIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt from the episode: Tobias: Samson say…- ARKK Flat For Past 5 YearsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s an excerpt from the episode: Tobias: This is…
- Warren Buffett: You Don’t Have To Make It Back The Way You Lost itIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett: You Don’t Have To Make It Back The Way You Lost it. Here’s an e…