Podcasts
Page 9
Can Physics Explain Markets? A Look at EMH Through Four ForcesDuring their recent episode, Taylor, Carlisle, and Katsenelson discussed Can Physics Explain Markets? A Look at EMH Through Four Forces, here’s an excerpt from the episode: Tobi…- How Social Media Creates a Global FOMO FrenzyDuring their recent episode, Taylor, Carlisle, and Katsenelson discussed How Social Media Creates a Global FOMO Frenzy, here’s an excerpt from the episode: Jake: Buffett did say…
- Tesla’s Future: Beyond the Hype: A Look at Battery Tech and InfrastructureDuring their recent episode, Taylor, Carlisle, and Katsenelson discussed Tesla’s Future: Beyond the Hype: A Look at Battery Tech and Infrastructure, here’s an excerpt from the e…
- The Danger of One-Decision StocksDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Vitaliy Katsenelson discussed The Danger of One-Decision Stocks. Here’s an excerpt from the …
- VALUE: After Hours (S06 E14): Vitaliy Katsenelson on Soul In The Game, Value, Sideways Markets, $TSLAIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Vitaliy Katsenelson discuss: Don’t Be Fooled by Popularity: The Danger of One-Decisi…
From Laplace’s Demon to AI Ethics: Biases, Surveillance, and the Limits of ControlDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed From Laplace’s Demon to AI Ethics: Biases, Surveillance, and the Li…- Can AI Ever Replace Experienced Investors?During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed Can AI Ever Replace Experienced Investors?. Here’s an excerpt from …
- From Earnings Calls to Investment Ideas: Bottom-Up Stock PickingDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed From Earnings Calls to Investment Ideas: Bottom-Up Stock Picking. H…
- The Power of Absolute Return InvestingDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed The Power of Absolute Return Investing. Here’s an excerpt from the …
- VALUE: After Hours (S06 E12): Eric Cinnamond On Small Cap Value, Absolute Return, And The Stock MarketIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Eric Cinnamond discuss: The Power of Absolute Return Investing The Lower Risk, Stead…
Invasive Ants, Hunting Lions, and the Future of Private EquityDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed Invasive Ants, Hunting Lions, and the Future of Private Equity. He…- Unveiling the Best Predictor of Stock Market PerformanceDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed Unveiling the Best Predictor of Stock Market Performance. Here’s a…
- The Nygren Effect: 6x PE + Share Repurchases = 20% EPS GrowthDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed The Nygren Effect: 6x PE + Share Repurchases = 20% EPS Growth. Her…
- David Einhorn’s Shift in Value Investing Strategy: Prioritizing Cash FlowDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed David Einhorn’s Shift in Value Investing Strategy: Prioritizing Ca…
- VALUE: After Hours (S06 E11): John Rotonti Jr on Best Value Firm Processes and Valuing BuybacksIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discuss: David Einhorn’s Shift in Value Investing Strategy: Prioriti…
The Market Is So Bifurcated At The Top EndDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed The Market Is So Bifurcated At The Top End. Here’s an excerpt from the …- Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective InvestingDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Inves…
- Market Frothiness: A 2021-Like BubbleDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed Market Frothiness: A 2021-Like Bubble. Here’s an excerpt from the episo…