How Social Media Creates a Global FOMO Frenzy

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During their recent episode, Taylor, Carlisle, and Katsenelson discussed How Social Media Creates a Global FOMO Frenzy, here’s an excerpt from the episode: Jake: Buffett did say in his last letter like, that he thinks today has more of a speculative element to the market, like more of a gambling … Read More

The Danger of One-Decision Stocks

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Vitaliy Katsenelson discussed The Danger of One-Decision Stocks. Here’s an excerpt from the episode: Tobias: I was at an Easter lunch over the weekend, and one of the guys, they said, “I’ve traded three crypto cycles.” We’re … Read More

Can AI Ever Replace Experienced Investors?

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed Can AI Ever Replace Experienced Investors?. Here’s an excerpt from the episode: Jake: [laughs] Ah, ooh, boy. Eric, how well do you think a model could do if you gave it all of the … Read More

The Power of Absolute Return Investing

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed The Power of Absolute Return Investing. Here’s an excerpt from the episode: Eric: Yeah. Absolute for us is an attractive return over a full market cycle. We discount our cash flows and our valuations … Read More

VALUE: After Hours (S06 E12): Eric Cinnamond On Small Cap Value, Absolute Return, And The Stock Market

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Eric Cinnamond discuss: The Power of Absolute Return Investing The Lower Risk, Steady Returns Investment Strategy From Earnings Calls to Investment Ideas: Bottom-Up Stock Picking From Laplace’s Demon to AI Ethics: Biases, Surveillance, and the Limits of … Read More

Unveiling the Best Predictor of Stock Market Performance

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed Unveiling the Best Predictor of Stock Market Performance. Here’s an excerpt from the episode: John: Yeah, that’s true. That was awesome. My question is, if everything is a complex adaptive system, which I … Read More

The Market Is So Bifurcated At The Top End

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed The Market Is So Bifurcated At The Top End. Here’s an excerpt from the episode: Chris: I think even beyond the Mag 7, the market is so bifurcated at the top end of maybe 40 … Read More

Market Frothiness: A 2021-Like Bubble

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed Market Frothiness: A 2021-Like Bubble. Here’s an excerpt from the episode: Tobias: No, they’re good for you. Chris, this market was pretty loopy through 2021. Feels pretty loopy again to me now. Given that you … Read More

China’s Demographic Timebomb

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed China’s Demographic Timebomb. Here’s an excerpt from the episode: Tobias: But you’re pretty bearish on China. What do you think about China? I know you just mentioned Alibaba. But generally, just don’t invest in communist … Read More