Podcasts
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VALUE: After Hours (S03 E24): Option Pricing, $AMC, Lumber, Gravity and Real EstateIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Option Pricing Real Estate Gravity Jeff Moore – Dis…
What’s Going To Kill This Market?In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed What’s Going To Kill This Market? Here’s an excerpt from the episode: Micha…
Inflation Is Good News For Value Investors During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Inflation Is Good News For Va…- Why Good Management Is The Most Important Factor In An InvestmentIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Why Good Management Is The Most Important Factor In An Investment. Here’s a…
- The Nuclear Winter Of The 60/40 PortfolioDuring his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed The Nuclear Winter Of The 60/40…
- (Ep.118) The Acquirers Podcast: Vincent Deluard – Impossible Growth: Gold, Inflation, Value And Hypergrowth “MAGA” Stocks With A Global MacroIn this episode of The Acquirers Podcast, Tobias chats with Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc. During the interview Vincent provided some gre…
- Taking Big Swings In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Taking Big Swings. Here’s an excerpt from the episode: Bill: Yeah, well, …
- VALUE: After Hours (S03 E23): Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme StonksIn this episode of the VALUE: After Hours Podcast, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Taking Big Swings Management: The Most Important Factor In Inves…
Value, Size & QualityIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Value, Size & Quality. Here’s an excerpt from the episode: Tobias: I’m sorry …- The Healthcare TapewormIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed The Healthcare Tapeworm. Here’s an excerpt from the episode: Jake: So, health…
- The White-Hot Housing MarketIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Is The White-Hot Housing Market. Here’s an excerpt from the episode: Tobias: …
- VALUE: After Hours (S03 E22): Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and QualityIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: Lumber & The White-Hot Housing Market Value, Size & Quality The He…
Should Buffett Have Sold Wells Fargo Earlier?In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Should Buffett Have Sold Wells Fargo Earlier?. Here’s an excerpt from the epi…- Is The Shiller PE Still Relevant?In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Is The Shiller PE Still Relevant?. Here’s an excerpt from the episode: Tobias…
Weeding Out Investments Using The “Kill Step”During his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Weeding Out Investments Using The “Kill…- Similarities Between Crypto And The Gold RushIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Similarities Between Crypto And The Gold Rush. Here’s an excerpt from the epi…
- Eliminate Biases Using The Thesis TrackerDuring his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Eliminating Biases Using The Thesis Tra…
- The Market Is So Hungry For EquityIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Market Is So Hungry For Equity. Here’s an excerpt from the episode: Tobia…