Big Decade For Commodities Ahead

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Big Decade For Commodities Ahead. Here’s an excerpt from the episode: Tobias: If you look back the historical– So, late 1990s was tech and then first decade of the 2000s was value, which was probably … Read More

The Inner Game – Managing Your Negative Mindset

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Inner Game – Managing Your Negative Mindset. Here’s an excerpt from the episode: Jake: Okay. Let’s change gears now and talk about the Inner Game of Tennis. This is W Timothy Gallwey’s book. And … Read More

Biggest Surprises Of 2022

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Biggest Surprises Of 2022. Here’s an excerpt from the episode: Tobias: Let’s change directions a little bit. Good one from Samson. “What surprised you the most in 2022??” I think that’s a good one. We … Read More

60% Forward Returns For Value

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 60% Forward Returns For Value. Here’s an excerpt from the episode: Tobias: I just went through it. There’s a few sites to look at. AQR, Cliff had a post dated 31 December. They have market … Read More

Bill Miller Shorts Tesla

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt from the episode: Tobias: Samson says that Bill Miller has a short on Tesla. That’s very un-Bill Miller like, isn’t it? Bill: Oh, I heard Bill Miller’s portfolio is really … Read More

ARKK Flat For Past 5 Years

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s an excerpt from the episode: Tobias: This is another thing we were talking about before we came on, but do you think that the flows to something like … Read More

Our 2023 Predictions

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Our 2023 Predictions. Here’s an excerpt from the episode: Jake: Okay. So, with that out of the way, happy birthday, Charlie. This is inspired by Jason Zweig, had a recent writeup that he called his Hindsight … Read More

GMO: Deep Value Really Undervalued

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In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss GMO: Deep Value Really Undervalued. Here’s an excerpt from the episode: Tobias: Do you want me to do the GMO paper? There’s just one interesting factoid from the paper that I just wanted to bring. … Read More

The Invisible Present

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In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Invisible Present. Here’s an excerpt from the episode: Jake: This one comes from, shoutout to my boy, Paul, in Ireland who sent me this article that’s from the Long Now Foundation, which we’ve done … Read More

The Genius Of Warren Buffett

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In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Genius Of Warren Buffett. Here’s an excerpt from the episode: Tobias: It’s interesting to watch someone like Buffett with Berkshire, because Berkshire has gone through lots of different cycles where it’s been loved and … Read More

10-3 Steepest Ever

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In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss 10-3 Steepest Ever. Here’s an excerpt from the episode: Tobias: This is not a whole topic, but the 10:3, the Treasury, the 10:3, either yesterday or Friday was the most inverted it’s been in the … Read More

SBF And FTX GTFO

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss SBF And FTX GTFO. Here’s an excerpt from the episode: Tobias: I didn’t really know who SBF was, this is Sam Bankman-Fried, and FTX. I didn’t know who this guy was probably three weeks ago. … Read More

10-3 Inversion and Recessions

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 10-3 Inversion and Recessions. Here’s an excerpt from the episode: Tobias: I like to check the 10:3 inversion every- Jake: Four minutes. [laughs] Tobias: -15 minutes or so. Jake: Yeah. Tobias: The 10:3, the most … Read More

Cathie Wood Predicts Bitcoin To $1 Million By 2030

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Cathie Wood Predicts Bitcoin To $1 Million By 2030. Here’s an excerpt from the episode: Tobias: Oh, the other thing was, I think this happened after the show, but Cathie Wood has called for bitcoin … Read More

Journalytic Launch

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss the Journalytic Launch. Here’s an excerpt from the episode: Tobias: JT, you want to you want to take us away on the Journalytic journey? Jake: Yes, please. So, yeah, today– [crosstalk] Tobias: What is Journalytic? Jake: Well, … Read More