The Blog

 During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed his recognition of the true threat of Coronairus before most. Here’s an excerpt from the interview: Tobias Carlisle: I like to follow the conspiracy theorist. It’s like that scene in men in black, when he says, he … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What The High Yield Index Tells Us. Here’s an excerpt from the episode: Tobias Carlisle: So Dan Rasmussen had a nice tweet where he said, if you watch the high yield spreads, they are often … Read More

During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed The Narrative Machine & Big Compute. Here’s an excerpt from the interview: Tobias Carlisle: That’s fascinating. One of the interesting visualizations that you put on Epsilon Theory and you discuss it regularly, the narrative machine or the narrative … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Focusing On Antifragile Businesses. Here’s an excerpt from the episode: Tobias Carlisle: So maybe that’s a good point to segue to your topic Bill. You’ve given some thoughts to managing value through … Read More

During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed Game Theory for Laymen. Here’s an excerpt from the interview: Tobias Carlisle: Can you give us, is there a layman’s version of your game theory that you can, is there some way that you can articulate it for … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Dr Ben Hunt from Epsilon Theory, which is Second Foundation’s principal publishing brand, a newsletter and website that examines markets through the lenses of game theory and history. During the interview Ben provided some great insights into: A Layman’s Version Of … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility. Here’s an excerpt from the episode: Jake Taylor: So my segment is going to be how the Coronavirus might be the crowbar on … Read More

During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the age of the trillion dollar company. Here’s an excerpt from the interview: Tobias Carlisle: You’ve written some interesting blog posts on the side. The first one I want to discuss is the trillion … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility The Importance Of Focusing On Antifragile Businesses What Is The High Yield Index Telling Us About What’s Coming Don’t Shoot All Your Armor … Read More