Podcasts
Page 78
Coronavirus: Markets In Turmoil!In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Coronavirus: Markets In Turmoil! Here’s an excerpt from the episode: Bill Brewster: …
(Ep.56) The Acquirers Podcast: Jeff Gramm – Small Activism, Columbia GBS To Distressed Hedge Funds, And Small/Micro ActivismIn this episode of The Acquirer’s Podcast Tobias chats with Jeff Gramm, Founder of Bandera Partners and author of Dear Chairman. During the interview Jeff provided some great in…- Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently!In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently!…
- VALUE: After Hours (S02 E09): Markets in Turmoil!, Thinking About The Future, And Venial Value SinsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Cliff Asness – Never Has a Venial Sin Been Punished This Quickly and Violently! Whe…
Why It’s So Difficult For Companies To Maintain Their Economic MoatIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why it’s so difficult for companies to maintain their economic moat. Here’s an excerpt …
Michael Green’s Thesis On The Risks To The Market From Passive InvestingDuring his recent interview with Tobias, Michael Green, Partner and Chief Strategist at logicafunds discussed his thesis on the risk to the market from passive investing. Here’s…- Lessons From The $DJCO 2020 Meeting And Its Transition From Publishing To SaaSIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss lessons learnt from attendance at the DJCO Annual Meeting, and its transition from publ…
- (Ep.55) The Acquirers Podcast: Michael Green – Passive Agro, Passive Risks To The Market, Shorting XIV, And What’s A Value Guy To Do?In this episode of The Acquirer’s Podcast Tobias chats with Michael Green. He is a Partner and Chief Strategist at logicafunds. Michael is a regular guest on Real Vision and his…
- Why Is Warren Buffett Buying S&P 500 ETF’sIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss some reasons why Warren Buffett may be buying S&P 500 ETF’s. Here’s an excerpt from the…
The Two Big Advantages For The Individual InvestorDuring his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed the two big adva…- VALUE: After Hours (S02 E08): Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO ExperienceSummary In this episode of the VALUE: After Hours Podcast, The Three Amigos Of Investing Taylor, Brewster, and Carlisle chat about: Why Is Warren Buffett Buying S&P 500 EFT’s? D…
- How To Avoid Investment Fads, Frauds And FailuresDuring his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed How To Avoid Inv…
What Can We Learn From Capital Spectator’s – 700-Year Decline In Interest Rates In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Capital Spectator’s – 700-Year Decline In Interest Rates. Here’s an excerpt from th…- Behavioral Biases And How To Overcome ThemDuring his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed Behavioral Biase…
- Marathon Asset Management and Capital AccountIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Marathon Asset Management and Capital Account. Here’s an excerpt from the episode: Bi…
- (Ep.54) The Acquirers Podcast: Mark Simpson – Danger Man, Avoiding Behavioral Errors, Investor Personality Types And Common MistakesIn this episode of The Acquirer’s Podcast Tobias chats with Mark Simpson. He’s the author of Excellent Investing: How to Build a Winning Portfolio, and the manager of Danger Cap…
- Tom Gayner On Position Sizing And StrategyIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Tom Gayner on position sizing and strategy. Here’s an excerpt from the episode: Jake …
The Golden Age In DurationDuring his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed the golden age of duration…