Podcasts
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VALUE: After Hours (S04 E07): Value Returns 1866 to Date, Certain to Win and Boyd’s OODA LoopIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Returns 1866 to Date Managing Quotational Risk Basket Invest…
Why Deep Value WorksIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Deep Value Works. Here’s an excerpt from the episode: Bill: I think that th…- Mauboussin – Underestimating The Red QueenIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mauboussin – Underestimating The Red Queen. Here’s an excerpt from the episode:…
- How Relevant Is ROE?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How Relevant Is ROE? Here’s an excerpt from the episode: Jake: Yeah. Well, it’l…
- Acquirers Multiple All-Time SpreadIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Acquirers Multiple All-Time Spread. Here’s an excerpt from the episode: Tobias:…
- VALUE: After Hours (S04 E06): Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red QueenIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Acquirers Multiple All-Time Spread When ROE Matters Mauboussin – U…
Give Me Optimism, But Not Yet!In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Give Me Optimism, But Not Yet! Here’s an excerpt from the episode: Bill: Hedgey…- Misinformation And Why We Should Stop Reading The ‘News’In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Misinformation And Why We Should Stop Reading The ‘News’. Here’s an excerpt fro…
- Li Lu’s Amazing JourneyIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Li Lu’s Amazing Journey. Here’s an excerpt from the episode: Jake: Yeah. This s…
- Value’s Best 50 DaysIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value’s Best 50 Days. Here’s an excerpt from the episode: Tobias: Yeah, this is…
- VALUE: After Hours (S04 E05): Value Best 50 Days, Misinformation, $QRATE vs $ZM UpdateIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value’s Best 50 Days Li Lu’s Amazing Journey Misinformation And Wh…
Supply Chain Issues EverywhereIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Supply Chain Issues Everywhere. The podcast excerpt sheds light on the far-reac…- Mega Bear Market Coming?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mega Bear Market Coming? Here’s an excerpt from the episode: Tobias: I was just…
- The ARKK, Tesla, Bitcoin CorrelationIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The ARKK, Tesla, Bitcoin Correlation. Here’s an excerpt from the episode: Tobia…
- Is iPhone The Best Toll Road Ever Created?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is iPhone The Best Toll Road Ever Created? Here’s an excerpt from the episode: …
- VALUE: After Hours (S04 E04): Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLXIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Is iPhone The Best Toll Road Ever Created? Mega Bear Market Coming…
Greenwald on Buffett’s MoatsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Greenwald on Buffett’s Moats. Here’s an excerpt from the episode: Tobias: Yeah,…- Lyapunov TimeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Lyapunov Time. Here’s an excerpt from the episode: Jake: Yeah, sure. [laughs] A…