Get Your Man-Overboard Plans Ready Before It’s Too Late

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Get Your Man-Overboard Plans Ready Before It’s Too Late. Here’s an excerpt from the episode:

Tobias: And I think that’ll happen again this time. I do think they’ll pivot. But if you have a look at what happened in 2002 and 2008, they pivoted a lot closer to the top and didn’t make any difference whatsoever, because it’s more psychological than it is actual. One possible scenario, worst-case scenario probably, is that we trigger that sometime before the end of the year. We have three to six months of chaos. We go down a lot through that chaos. And then we get a sustainable bottom, and hopefully from there, we rally. So, I would say that the next nine months could suck, but probably be looking pretty good about this time next year.

Jake: It sounds like a reasonable base case. I’m not sure everyone’s ready for that.

Tobias: No, that’s what I’m talking about, because I’m not ready for it either. I’m getting tired of selling off all the time and looking dumb. So, I want a rally.

Jake: Get those man-overboard plans created now before-

Tobias: Yeah.

Jake: -it’s too late. Come on, guys.

Bill: I don’t know.

Jake: [laughs]

Bill: I think you had to do it last year.

Jake: Well, fair enough.

Tobias: But you got time. I mean, you got time now.

Jake: The next best chance to do it is today.

Bill: Yeah, maybe. It depends what you own. A lot of stuff, it’s too late. Not to say that it can’t go lower, but the time to have it was six months ago.

Jake: I think we said it back then too about–

Bill: Yeah.

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