Podcasts
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VALUE: After Hours (S04 E028): Wide Value Spread, Einhorn on Value, Aggregate in AggregateIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Einhorn – Why Value Is Ripping! Value Spread Very Very Wide T…
Buy Now/Pay Later Looks Great In A Healthy EconomyIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Buy Now/Pay Later Looks Great In A Healthy Economy. Here’s an excerpt from the ep…- Market Sentiment Indicates We’re Close To The BottomIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Market Sentiment Indicates We’re Close To The Bottom. Here’s an excerpt from the …
- What’s Driving High ROE In Value Stocks?In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss What’s Driving High ROE In Value Stocks?. Here’s an excerpt from the episode: Tob…
- Why Are 60/40 Portfolios Underperforming?In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Why Are 60/40 Portfolios Underperforming?. Here’s an excerpt from the episode: Ti…
- The Market’s Imperfect Discounting MechanismIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss The Market’s Imperfect Discounting Mechanism. Here’s an excerpt from the episode:…
- Insane Amount Of Energy Required To Put Food On A PlateIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed the Insane Amount Of Energy Required To Put Food On A Plate. Here’s an excerpt …
- Inflation Is Class WarfareIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Inflation Is Class Warfare. Here’s an excerpt from the episode: Tobias: Can we …
- Recession Or Mean Reversion After 2 Year Sugar HighIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Recession Or Mean Reversion After 2 Year Sugar High. Here’s an excerpt from the…
- The Trillion Dollar Question For All InvestorsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed The Trillion Dollar Question For All Investors. Here’s an excerpt from the epis…
- VALUE: After Hours (S04 E027): Small Value is Quality, Energy in Food, Financials and the ConsumerIn their latest episode of the VALUE: After Hours Podcast, Tim Travis, Jake Taylor, and Tobias Carlisle discuss: The Trillion Dollar Question For All Investors Signs We’re In A …
Another Lost Decade For Market ReturnsIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Another Lost Decade For Market Returns. Here’s an excerpt from the episode: Tobias: Wha…- Investing Lessons From Golf Pro Matt FitzpatrickIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Investing Lessons From Golf Pro Matt Fitzpatrick. Here’s an excerpt from the episode: J…
- Why Artificial Intelligence Will Never Beat the Stock MarketIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Why Artificial Intelligence Will Never Beat the Stock Market. Here’s an excerpt from th…
- Bulk Of The Selling Still To ComeIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Bulk Of The Selling Still To Come. Here’s an excerpt from the episode: Tobias: It’s imp…
- VALUE: After Hours (S04 E026): Market Valuation, Historical Bears, And Artificial IntelligenceIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bulk Of The Selling Still To Come Why Artificial Intelligence…
Waiting For Low Valuations And BuybacksIn their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Waiting For Low Valuations And Buybacks. Here’s an excerpt from the episode: T…- Will Warren Buffett Take OXY Private?In their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Will Warren Buffett Take OXY Private?. Here’s an excerpt from the episode: Tob…