Podcasts
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How Labor Unions Are Reshaping Inflation Dynamics: A 1970s ParallelDuring their recent episode, Taylor, Carlisle, and Brendan Hughes discussed How Labor Unions Are Reshaping Inflation Dynamics: A 1970s Parallel. Here’s an excerpt from the episo…- The Impact of Passive Investing: Are We Losing Price Discovery in Markets?During their recent episode, Taylor, Carlisle, and Brendan Hughes discussed The Impact of Passive Investing: Are We Losing Price Discovery in Markets?. Here’s an excerpt from th…
- What Warren Buffett’s Market Cap-to-GDP Indicator Tells Us About U.S StocksDuring their recent episode, Taylor, Carlisle, and Brendan Hughes discussed What Warren Buffett’s Market Cap-to-GDP Indicator Tells Us About U.S Stocks. Here’s an excerpt from t…
- VALUE: After Hours (S06 E36): Author Brendan Hughes on Markets in Chaos: A History of Market CrisesIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Brendan Hughes discuss: What Warren Buffett’s Market Cap-to-GDP Indicator Tells Us A…
How Forced Divestitures and FTC Actions Spark Investment IdeasDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed How Forced Divestitures and FTC Actions Spark Investment Ideas. Here’s an excerpt from the episode: Tobias:…- The Case Against Investing in Metal-Based IndustriesDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed The Case Against Investing in Metal-Based Industries. Here’s an excerpt from the episode: Jake: Toby, do yo…
- The Three-Body Problem: Chaos Theory in Investing and the EconomyDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed The Three-Body Problem: Chaos Theory in Investing and the Economy. Here’s an excerpt from the episode: Jake…
- Putting 100% Of Your Net Worth Into One PositionDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed Putting 100% Of Your Net Worth Into One Position. Here’s an excerpt from the episode: Tobias: What sort of …
- VALUE: After Hours (S06 E35): Doug Ott on Arthur J Gallagher (AJG) Mettler-Toledo (MTD) Pool Corp (Pool)In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Doug Ott discuss: Putting 100% Of Your Net Worth Into One Position The Three-Body Pr…
The Hidden Danger of Weekly Data in Long-Term Investing StrategiesDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed The Hidden Danger of Weekly Data in Long-Term Investing Strategies. Here’s an excerpt from the episode: …- What Bears Can Teach Investors About Surviving Market CrashesDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed What Bears Can Teach Investors About Surviving Market Crashes. Here’s an excerpt from the episode: Jake:…
- Dollar General & Dollar Tree: Facing Toughest Economic Conditions EverDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Dollar General & Dollar Tree: Facing Toughest Economic Conditions Ever. Here’s an excerpt from the episo…
- Energy Drink WarsDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Energy Drink Wars. Here’s an excerpt from the episode: Alex: There’s tons of competition in the category…
- VALUE: After Hours (S06 E34): Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMGIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Alex Morris discuss: Energy Drink Wars: How Celsius, Monster, and Red Bull Target Di…
The Unpopular Stands of Wilberforce and Volcker That Changed HistoryDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: The Unpopular Stands of Wilberforce and Volcker That Changed History. Here’s an excerpt from the ep…- How the Shift to Short-Term Trading Impacts Value InvestorsDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: How the Shift to Short-Term Trading Impacts Value Investors. Here’s an excerpt from the episode: Po…
- Gold Is Acting More Like a Growth Stock Than a Value InvestmentDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: Gold Is Acting More Like a Growth Stock Than a Value Investment. Here’s an excerpt from the episode…
- A Real-Life Paul Volcker Story and Its Impact on BankingDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: A Real-Life Paul Volcker Story and Its Impact on Banking. Here’s an excerpt from the episode: Tobia…