Value Investing Podcast
Page 19
- VALUE: After Hours (S07 E14): Markets in Turmoil: Tariffs and China with Bill BrewsterIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Brewster discuss: China vs US: Tech Race and Consumer Edge Intellectual Propert…
VALUE: After Hours (S07 E13): How *Not* to Invest with Barry RitholtzIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Barry Ritholz discuss: Barry Ritholtz: From Blogfather to Podcast Pro How Not to Inv…
Most Investors Sell at the Worst Time—Here’s Why It Hurts ReturnDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Most Investors Sell at the Worst Time—Here’s Why It Hurts Return. Here’s an excerpt from the episod…- Mag Seven Drove 88% of Profit Growth—The Rest of the Market Is StagnantDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Mag Seven Drove 88% of Profit Growth—The Rest of the Market Is Stagnant. Here’s an excerpt from the…
- Neoteny: How Evolutionary Flexibility Applies to InvestingDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Neoteny: How Evolutionary Flexibility Applies to Investing. Here’s an excerpt from the episode: Tob…
- Buffett’s Trust Strategy Makes Sense—But Not for Active Capital AllocatorsDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Buffett’s Trust Strategy Makes Sense—But Not for Active Capital Allocators. Here’s an excerpt from …
- VALUE: After Hours (S07 E11): Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY Valuation and DebtIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Chris Bloomstran discuss: Buffett’s Trust Strategy Makes Sense—But Not for Active Ca…
10 Philosophical Razors to Sharpen Your Thinking and Cut Through the NoiseDuring their recent episode, Taylor, Carlisle, and Joshua Young discussed 10 Philosophical Razors to Sharpen Your Thinking and Cut Through the Noise. Here’s an excerpt from the …- Investing as a Game of Chicken: Valuation vs. Patience in Market CyclesDuring their recent episode, Taylor, Carlisle, and Joshua Young discussed Investing as a Game of Chicken: Valuation vs. Patience in Market Cycles. Here’s an excerpt from the epi…
- Oil & Gas Cycles: Market Trends, Innovation, and Investment OpportunitiesDuring their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil & Gas Cycles: Market Trends, Innovation, and Investment Opportunities. Here’s an excerpt from the e…
- Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?During their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?. Here’s an excerpt from the episode: …
- VALUE: After Hours (S07 E10): Oil And Gas Stock Investor Joshua Young On $90 Wti Oil, Small Cap Oil And Gas And ShaleIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Joshua Young discuss: Here are the headings in plain text without numbers: Oil vs. H…
AI CapEx Boom: Tech Giants’ Spending, Depreciation, and Market ImpactIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed AI CapEx Boom: Tech Giants’ Spending, Depreciation, and Ma…- Market Mania: Speculation, 0DTE Options, and the Return of 2021 EuphoriaIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed Market Mania: Speculation, 0DTE Options, and the Return of…
- Stock Market Returns: Five-Factor Analysis and What Lies AheadIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed Stock Market Returns: Five-Factor Analysis and What Lies A…
- Berkshire’s Role in America’s Future and Financial StrengthIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed, Berkshire’s Role in America’s Future and Financial Streng…
- VALUE: After Hours (S07 E09): Value investor John Rotonti Jr on Industrials, Infrastructure, and the InversionIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discuss: Berkshire’s Role in America’s Future and Financial Strength…
Is Value Investing Still Alive? The Reality of Rerating and Market PatienceDuring their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Is Value Investing Still Alive? The Reality of Rerating and Market Patience. Here’s an excerpt fro…