The 4 Horsemen of Coronapocalypse

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In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias Carlisle: Fellows, let’s move on to another topic. I’ve got a comment up on the screen. I don’t think you guys can see … Read More

Managing Capital In A Downturn

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In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed Managing Capital In A Downturn. Here’s an excerpt from the episode: Bill Brewster: Yeah. Sure. I guess so. So I sort of wrote to… I’m running the family money or whatever, so I wrote them … Read More

What The High Yield Index Tells Us

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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

The Narrative Machine & Big Compute

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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

The Importance Of Focusing On Antifragile Businesses

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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

Game Theory For Laymen

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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

(Ep.59) The Acquirers Podcast: Dr Ben Hunt – Epsilon T, Game Theory, Big Compute, Narratives And Coronavirus

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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

The Age Of The Trillion Dollar Company

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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

How To Invest In Enterprise Software Startups

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During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed how to invest in enterprise software startups. Here’s an excerpt from the interview: Tobias Carlisle: So tell us a little bit about Stage. What do you do there? Alex Rubalcava: So my firm is … Read More

Investing In Airlines And OTAs

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing In Airlines And OTAs. Here’s an excerpt from the episode: Bill Brewster: Yeah, that’s a good point. Look, I have talked about airlines. I don’t really want to go down as the airline guy. That’s … Read More