Podcasts
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Volmageddon or The VolpocalypseDuring his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed Volmageddon or The…
Invincible Stocks & Fragile BusinessesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Stocks & Fragile Businesses. Here’s an excerpt from the episod…- From Value Investor To Vixologist During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed From Value Inves…
- JPM’s Wide Value SpreadDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed JPM’s Wide Value Spread. Here’s an excerpt from the episode: Tobias: This…
- The Vol Tsunami Of 2020During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed The Vol Tsunami Of…
- (Ep.99) The Acquirers Podcast: Jim Carroll – Vixology – VIX And The Volatility Complex, VIX, VIV, UVXYIn this episode of The Acquirers Podcast Tobias chats with Jim Carroll. He’s the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors. Durin…
- The St. Petersburg ParadoxDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The St. Petersburg Paradox. Here’s an excerpt from the episode: Jake: I’v…
- VALUE: After Hours (S03 E02): St Petersburg Paradox, JPM’s Wide Value Spread, Risk And ValuationIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The St. Petersburg Paradox JPM’s Wide Value Spread Risk And Valuation Invincible St…
The Stock Market SnowballDuring his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed The Stock Market Snowball. Here’s an excerpt from the interview: Tobias: It sounds to me…- Value Investing Parallels: The Late 1990s And NowDuring his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Value Investing Parallels: The Late 1990s And Now. Here’s an excerpt from the interview:…
Internet Scale Businesses During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Internet Scale Businesses. If you are also managing an online business,…- The Challenger “O” Ring DisasterDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Challenger “O” Ring Disaster. Here’s an excerpt from the episode: Jak…
- Don’t Stress It, Press It: Tilt to GrowthDuring his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Don’t Stress It, Press It: Tilt to Growth. Here’s an excerpt from the interview: Tobias:…
- (Ep.98) The Acquirers Podcast: Eric Cinnamond – Small Value 2 – Absolute Return Small Cap Value Management And SilverIn this episode of The Acquirers Podcast Tobias chats with Eric Cinnamond of Palm Valley Capital. During the interview Eric provided some great insights into: Don’t Stress It, P…
- GMO’s Last DanceDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed GMO’s Last Dance. Here’s an excerpt from the episode: Tobias: It’s called…
- VALUE: After Hours (S03 E01): GMO’s Last Dance, Challenger “O” Ring And Internet-Scale BusinessesIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: GMO’s Last Dance The Challenger “O” Ring Disaster Internet Scale Businesses How To …
$DBX And That #2 IdeaDuring his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed $DBX And That #2 Idea. Here’s an excerpt from the interview: Tobias: How …- Why #neversell Is CyclicalDuring his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Why #neversell Is Cyclical. Here’s an excerpt from the interview: Tobias:…