Indexing Is Harder Than It Sounds

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Indexing Is Harder Than It Sounds. Here’s an excerpt from the episode: Tobias: This is the other one I wanted to ask. James L. “What does it take to reverse on indexing?” Bill: I don’t … Read More

The Argument Against Concentration

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Argument Against Concentration. Here’s an excerpt from the episode: Jake: It might actually be– Let’s talk about portfolio construction a second when we look at that result that came from there. If you took … Read More

Investing Lessons From Vermeer Fakes

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Vermeer Fakes. Here’s an excerpt from the episode: Jake: All right, this is the story of the fake Vermeer. And this guy named Abraham Bredius, I believe his name is. I could … Read More

We All Make Mistakes We Regret

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We All Make Mistakes We Regret. Here’s an excerpt from the episode: Tobias: I’ve got a good regret and this is a real one and this is the one I say a lot, I’m trying … Read More

A Great Lesson For New Investors

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Great Lesson For New Investors. Here’s an excerpt from the episode: Jake: But what was funny about it is like once I started reading about him [Warren Buffett] and I I said wait a … Read More

Why Warren Buffett Is Buying Energy

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Warren Buffett Is Buying Energy. Here’s an excerpt from the episode: Tobias: Not a fan. Now, he is buying energy. Is that a narrowing of the opportunity set or is that–? What’s the energy … Read More

Trend Following Keeps You Out Of The Waterfall

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Trend Following Keeps You Out Of The Waterfall. Here’s an excerpt from the episode: Tobias: There’s a good response. “Every day I get a little more weighted toward trend following. I don’t want to be … Read More

Tera-Caps and Tech Outperformance

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tera-Caps and Tech Outperformance. Here’s an excerpt from the episode: Tobias: Fellas, let me kick it off with these things. Jake: Yeah, bring it. Tobias: Because I just have some statistics. It’s not going to … Read More

You Only Need One Good Investment In Life

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss You Only Need One Good Investment In Life. Here’s an excerpt from the episode: Thomas: Have you guys are read the story about the guy that bought a–? It was a tiny $100 or $150 million … Read More

Small Caps are Due

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Small Caps are Due. Here’s an excerpt from the episode: Tobias: Let me do Verdad. Thomas: Yeah, what are you doing? Tobias: Verdad, so a size factor. It’s not been a great decade— Jake: Toby, it’s how you use it. … Read More

Investing Lessons From Through-Hiking

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Investing Lessons From Through-Hiking. Here’s an excerpt from the episode: Jake: So, what this really highlights for me to bring this back to investing is that, we don’t really get to decide what the trail … Read More

Crypto Bankruptcies

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Crypto Bankruptcies. Here’s an excerpt from the episode: Thomas: But NFTs, I think they’re interesting. Who’s paying the crazy prices for some of the stuff? Maybe some of the early projects are very, very interesting. … Read More

Are We In The Eye Of A Hurricane?

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Are We In The Eye Of A Hurricane?. Here’s an excerpt from the episode: Jake: Yeah, I think just to go back to some of the ship and analogies there or boating, it’s not necessary, … Read More