Value Investing Podcast
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Will SpaceX Build AI Data Centres In Space?During their recent episode, Taylor, Carlisle, and John Love discussed Will SpaceX Build AI Data Centres In Space?. Here’s an excerpt from the episode: [Tobias] Well, SpaceX is …- Is AI Creating A New Commodity Supercycle?During their recent episode, Taylor, Carlisle, and John Love discussed Is AI Creating A New Commodity Supercycle?. Here’s an excerpt from the episode: But yeah, the more parabol…
- Is Natural Gas The Next AI Trade?During their recent episode, Taylor, Carlisle, and John Love discussed Is Natural Gas The Next AI Trade?. Here’s an excerpt from the episode: [Tobias] Let’s talk natural gas. I …
- AI Needs Trillions In Infrastructure SpendingDuring their recent episode, Taylor, Carlisle, and John Love discussed AI Needs Trillions In Infrastructure Spending. Here’s an excerpt from the episode: And Chris put some numb…
- VALUE: After Hours (S08 E21): Is Copper the New Oil? USCF’s John Love on the Metal Fueling the EV and AI RevolutionsDuring their recent episode, Taylor, Carlisle, and John Love discussed: AI Needs Trillions In Infrastructure Spending Is Natural Gas The Next AI Trade? Is AI Creating A New Comm…
Why Small-Cap Value Stocks Are Being Ignored Right NowDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed Why Small-Cap Value Stocks Are Being Ignored Right Now. Here’s an excerpt from the episode: [Ross] Th…- The Hidden Risk Behind Today’s AI Stock BoomDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed The Hidden Risk Behind Today’s AI Stock Boom. Here’s an excerpt from the episode: [Ross] But now you’…
- Why Value Investors Keep Missing the Market’s Biggest WinnersDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed Why Value Investors Keep Missing the Market’s Biggest Winners. Here’s an excerpt from the episode: [R…
- VALUE: After Hours (S08 E20): The Stock Market Is Rewarding the Wrong Companies Right Now — Here’s the MathDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed: The Stock Market Is Rewarding the Wrong Companies Right Now The Hidden Risk Behind Today’s AI Stock …
Berkshire Hathaway’s $10 Billion Google Bet ExplainedDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed Berkshire Hathaway’s $10 Billion Google Bet Explained. Here’s an excerpt from the ep…- The SpaceX Valuation Debate: Worth It or Too Expensive?During their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed The SpaceX Valuation Debate: Worth It or Too Expensive?. Here’s an excerpt from the episode: [Tobias]…
- Why Walmart Mexico Looks Better Than WalmartDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed Why Walmart Mexico Looks Better Than Walmart. Here’s an excerpt from the episode: An…
- The AI Investment Opportunity Most Investors Are MissingDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed The AI Investment Opportunity Most Investors Are Missing. Here’s an excerpt from the…
- The Secret Warren Buffett Principle Still Used TodayDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed The Secret Warren Buffett Principle Still Used Today. Here’s an excerpt from the epi…
- VALUE: After Hours (S08 E19): $250 Billion in Assets. Here’s What They’re Buying Now. First Eagle Global ValueDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed: The Secret Warren Buffett Principle They Still Use Today Why 15% of the Portfolio I…
VALUE: After Hours (S08 E18): ServiceNow, Amazon, And AI: Using Options To Find Value In High-Quality Growth StocksDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed ServiceNow, Amazon, And AI: Using Options To Find Value In High-Quality Growth Stocks. Here’s an excerpt …- VALUE: After Hours (S08 E18): Using Options To Build Margin Of Safety Into InvestmentsDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Using Options To Build Margin Of Safety Into Investments. Here’s an excerpt from the episode: [Tim] Then …
- VALUE: After Hours (S08 E18): Cash-Secured Puts Explained: How Buffett Used Options To Lower His Entry PriceDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Cash-Secured Puts Explained: How Buffett Used Options To Lower His Entry Price. Here’s an excerpt from th…