Value Investing Keeps You In Your Lane

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Value Investing Keeps You In Your Lane. Here’s an excerpt from the episode: Jake: Generally speaking, I’m in my early 40s. The greater part of my cognitive awareness, growth has beaten value. You start to … Read More

VALUE: After Hours (S05 E20): Jeff Weniger On Value v Growth, Housing, And The 70s Stock Market Crashes

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Jeff Weniger, Jake Taylor, and Tobias Carlisle discuss: Value Investing Keeps You In Your Lane Laptop Warriors Changed The U.S Housing Market The Past Prosperity of Profit Margins Here’s Why Japan Provides Great Value Options Value Still Beats Growth Sometimes 70s Stock … Read More

The $30 Billion Stock No-One Knows

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss The $30 Billion Stock No-One Knows. Here’s an excerpt from the episode: John: [crosstalk] Yeah. Have you all heard of a company called Ferguson? Tobias and Jake: No. John: I know we just got a … Read More

New Technology – From Fire To AI

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss New Technology – From Fire To AI. Here’s an excerpt from the episode: Jake: Yeah. Although it seems like AI is the new– [chuckles] Tobias: AI. Jake: Hot to trot on AI. Tobias: It’s funny … Read More

What Happens To You Physically During A Market Crash

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss What Happens To You Physically During A Market Crash. Here’s an excerpt from the episode: Jake: Yeah, just stop. I thought this would be interesting to talk about what actually happens inside your body during … Read More

Warren Buffett Buys Wonderful Companies Cheap

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss Warren Buffett Buys Wonderful Companies Cheap. Here’s an excerpt from the episode: John: JT was saying, Buffett buys cheap and ends up looking smart. That is what happens when you buy cheap, by the way. … Read More

Generating Alpha With Asymmetry

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Generating Alpha With Asymmetry. Here’s an excerpt from the episode: Michael: Long story short, during my years at Canyon, they let me have the ball and run with it. I had this idea of creating … Read More

Millions Will Lose Jobs

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Millions Will Lose Jobs. Here’s an excerpt from the episode: Jake: Right. And so, you end up in a very low trust environment at that point, because no one can trust each other longer than … Read More

Warren Buffett Prefers Preferred Stock

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Warren Buffett Prefers Preferred Stock. Here’s an excerpt from the episode: Jake: Michael, what do you think about Buffett? He tended to do a lot more preferreds during that time period than just purely long … Read More

Diversify Your Holdings Using The Weird Portfolio

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Diversify Your Holdings Using The Weird Portfolio. Here’s an excerpt from the episode: Tobias: How does The Weird Portfolio deal with something like this? What’s the thinking behind The Weird Portfolio? VSG: So, the thinking … Read More

Is It Wise To Take On Carl Icahn?

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Is It Wise To Take On Carl Icahn?. Here’s an excerpt from the episode: Tobias: So, first cab off the rank IEP. Have you taken a look at IEP? You ever taken a look at … Read More

The Gambler Who Cracked the Horse-Racing Code

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss The Gambler Who Cracked the Horse-Racing Code. Here’s an excerpt from the episode: Jake: All right. So, this week is entitled The Gambler Who Cracked the Horse-Racing Code. I always love these kind of gambling … Read More

Warren Buffett’s Never-Sell Strategy

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Warren Buffett’s Never-Sell Strategy. Here’s an excerpt from the episode: Tobias: I think that’s part of Buffett’s success has been– Aside from the fact that he’s done pretty well picking them, he just doesn’t sell … Read More

Inverted Yield Curve Upending Banks Business Model 

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss Inverted Yield Curve Upending Banks Business Model. Here’s an excerpt from the episode: Campbell: Right. So, let me go to another factor that I mentioned and that was the financial system. I said that it … Read More

The Fed’s Strategy Is An Own Goal

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss The Fed’s Strategy Is An Own Goal. Here’s an excerpt from the episode: Campbell: Let me also say that, if we do go into recession– I’ve called this the Fed strategy, an own goal. [Jake … Read More