During their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Trophic Cascades and Tariff Lessons. Here’s an excerpt from the episode: So, first, trophic is derived from the Greek word for nourishment or food. And so, the trophic level in biology is basically each step in the food chain or … Read More
VALUE: After Hours (S07 E13): Panic Selling, Risk Off, and Behavioral Finance
During their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Panic Selling, Risk Off, and Behavioral Finance. Here’s an excerpt from the episode: So, if you’re uncomfortable at a 70/30 or 60/40, because you know you need this money, you want to make sure that you don’t do anything silly. … Read More
VALUE: After Hours (S07 E13): Fiduciary Failures and the Problem with Finance
During their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Fiduciary Failures and the Problem with Finance.. Here’s an excerpt from the episode: Barry: -hundreds of million– Right. [Tobias laughs] We will do it for a twentieth of it and we’ll be thrilled to death to have them as clients. … Read More
VALUE: After Hours (S07 E13): Billion-Dollar Advisors, Underperforming Portfolios
During their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Billion-Dollar Advisors, Underperforming Portfolios. Here’s an excerpt from the episode: There was this big Bloomberg story about a family. They’re German, like generations of German chemical industrialists that survived both wars and built a small fortune. The problem is it … Read More
VALUE: After Hours (S07 E12): 996 Work Ethic and Build Speed in China
During their recent episode, Taylor and Carlisle discussed 996 Work Ethic and Build Speed in China. Here’s an excerpt from the episode: Jake: Yeah. What do you think about this concept of 9-9-6 that we kept hearing about? Tobias: Well, I think the Chinese are real capitalists and they’re very, … Read More
VALUE: After Hours (S07 E12): China: No More Credit Card Payments
During their recent episode, Taylor and Carlisle discussed China: No More Credit Card Payments. Here’s an excerpt from the episode: Tobias: Well, we walked along the river. Jake: The Bund? Tobias: Is that the one? It was the Bund? Jake: Yeah. Yeah. Tobias: And our host said this was a … Read More
VALUE: After Hours (S07 E12): China’s Tech Leap: Phones, TVs, and EVs
During their recent episode, Taylor and Carlisle discussed China’s Tech Leap: Phones, TVs, and EVs. Here’s an excerpt from the episode: Jake: So, we should talk about our why we trip then while we’re getting into this. I think we both came away feeling like China has passed the US … Read More
VALUE: After Hours (S07 E12): Reflections on Japan: Investing Culture & Net-Nets
During their recent episode, Taylor and Carlisle discussed Reflections on Japan: Investing Culture & Net-Nets. Here’s an excerpt from the episode: Tobias: Yeah. So, we were in Tokyo for a week and then Shanghai for a week. And interesting contrast I think between the two cities and the two investment … Read More
VALUE: After Hours (S07 E12): Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor discuss: Reflections on Japan: Investing Culture & Net-Nets Capital Allocation & Tokyo Stock Exchange Reforms Buyout Firms in Japan: An Undervalued Opportunity Long-Only and Activist Investors in Japan Cultural Philosophy & Long-Term Thinking Transition to Shanghai: … Read More