Value Investing Podcast
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VALUE: After Hours (S08 E07): Will AI Disintermediate All Platforms?During their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed Will AI Disintermediate All Platforms? Here’s an excerpt from the episode: [Jonathon] Certainly. So …- VALUE: After Hours (S08 E07): Buying Booking.com at Peak Fear: COVID, Google & Mispriced RiskDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed Buying Booking.com at Peak Fear: COVID, Google & Mispriced Risk. Here’s an excerpt from the episode:…
- VALUE: After Hours (S08 E07): Building a Dominant Long-Only Fund in a Distorted MarketDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed Building a Dominant Long-Only Fund in a Distorted Market. Here’s an excerpt from the episode: [Jonat…
- VALUE: After Hours (S08 E07): Jonathan Tepper on The Myth of Capitalism, his “Shooting Up” memoir and $BKMGDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed: Building a Dominant Long-Only Fund in a Distorted Market Buying Booking at Peak Fear: COVID, Google…
VALUE: After Hours (S08 E06): Is Buying the Dip Still Smart?During their recent episode, Taylor, Carlisle, and Juan Torres discussed Is Buying the Dip Still Smart? Here’s an excerpt from the episode: [Jake] Sure thing. I thought that Jua…- VALUE: After Hours (S08 E06): Should You Hedge EM Currency Risk?During their recent episode, Taylor, Carlisle, and Juan Torres discussed Should You Hedge EM Currency Risk?. Here’s an excerpt from the episode: [Juan] So we don’t. And the reas…
- VALUE: After Hours (S08 E06): If US Stocks Fall, What Happens to EM?During their recent episode, Taylor, Carlisle, and Juan Torres discussed If US Stocks Fall, What Happens to EM?. Here’s an excerpt from the episode: [Juan] I mean, it depends on…
- VALUE: After Hours (S08 E06): Where the Real EM Value IsDuring their recent episode, Taylor, Carlisle, and Juan Torres discussed Where the Real EM Value Is. Here’s an excerpt from the episode: [Juan] I would guess, I would say my per…
- VALUE: After Hours (S08 E06): Juan Torres On Emerging Market Value Investing, China, Indonesia And TaiwanDuring their recent episode, Taylor, Carlisle, and Juan Torres discussed: Where the Real EM Value Is If US Stocks Fall, What Happens to EM? Should You Hedge EM Currency Risk? Is…
VALUE: After Hours (S08 E05): How Income Funds Generate Alpha: Macro Investing, Covered Calls & Security SelectionDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed How Income Funds Generate Alpha: Macro Investing, Covered Calls & Security Selection. Here’s an exce…- VALUE: After Hours (S08 E05): Inflation Data Problems, Fed Rate Cuts & Housing Risks — Macro Outlook ExplainedDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Inflation Data Problems, Fed Rate Cuts & Housing Risks — Macro Outlook Explained. Here’s an excerpt …
- VALUE: After Hours (S08 E05): Yield Trap Warning: How to Identify Safe Dividends vs Risky High Yield StocksDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Yield Trap Warning: How to Identify Safe Dividends vs Risky High Yield Stocks. Here’s an excerpt fro…
- VALUE: After Hours (S08 E05): Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement StabilityDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement Stability. Here’s an…
- VALUE: After Hours (S08 E05): Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT PreferredsDuring their recent episode, Taylor, Carlisle, and Jay Hatfield discussed: Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement Stability Preferred St…
VALUE: After Hours (S08 E04): The $75 Trillion Baby Boomer Wealth Shift — Investment Opportunities AheadDuring their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed The $75 Trillion Baby Boomer Wealth Shift — Investment Opportunities Ahe…- VALUE: After Hours (S08 E04): Why Consumer Stocks Could Rally: Tax Cuts, Wages, and the ‘Yee-Haw Economy’During their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed Why Consumer Stocks Could Rally: Tax Cuts, Wages, and the ‘Yee-Haw Econo…
- VALUE: After Hours (S08 E04): Will AI Kill Software Stocks? Why Value Investors Aren’t ConvincedDuring their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed Will AI Kill Software Stocks? Why Value Investors Aren’t Convinced. Here…
- VALUE: After Hours (S08 E04): Small-Cap Value Stocks Are Beating Growth Again — Is the Rotation Real?During their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed Small-Cap Value Stocks Are Beating Growth Again — Is the Rotation Real?.…