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
How Cam Harvey Invented The Yield Curve Inversion
During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss How Cam Harvey Invented The Yield Curve Inversion. Here’s an excerpt from the episode: Campbell: -on the whole idea? It’s hilarious now, but in real time, it wasn’t. So, I’m a first-year master student and … Read More
VALUE: After Hours (S05 E16): Cam Harvey On 10-3 Inversions, Recession Risk, False Signals And The Fed
In their latest episode of the VALUE: After Hours Podcast, Cam Harvey, Jake Taylor, and Tobias Carlisle discuss: How Cam Harvey Invented The Yield Curve Inversion The Fed’s Strategy Is An Own Goal How An Inverted Yield Curve Impacts Banks Yield Curve Recession Indicator Correctly Picked 8 For 8 Is … Read More
Obesity Pills & Junk Food
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Obesity Pills & Junk Food. Here’s an excerpt from the episode: Bill: How I feel about the market bringing it back to that– Jake: Yeah. Bill: I think there are probably opportunities in small. I … Read More
Never-Sell Done Right
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Never-Sell Done Right. Here’s an excerpt from the episode: Tobias: My topic today is, I’m going to talk about that a little bit– There’s been a few tweets and papers around recently that show that … Read More
Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior. Here’s an excerpt from the episode: Tobias: JT, you want to give us your veggies? Jake: Yes. Tobias: Welcome Bill back? Jake: Let’s do it. Bill: … Read More
Warren Buffett’s Japan Carry Trade
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Japan Carry Trade. Here’s an excerpt from the episode: Tobias: We haven’t talked about Buffett buying– Was it 2017? He’s bought five of the Japanese trading companies that are– They all have thousands … Read More
VALUE: After Hours (S05 E15): Buffett’s Japan Carry Trade, Simple Rules Allow For Emergent Behavior
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s Japan Carry Trade Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior Never-Sell Done Right Buffett: Paramount – “It Isn’t Fundamentally That Good A Business” Working From Home Has Caused … Read More
Compare Companies Using Munger’s Head-To-Head Comparisons
During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Compare Companies Using Munger’s Head-To-Head Comparisons. Here’s an excerpt from the episode: Huber: So, I thought of three ways that you could use this little system. One is you could just use it for head-to-head … Read More
Finding Opportunities Using The NCAA Pairwise Rankings
During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Finding Opportunities Using The NCAA Pairwise Rankings. Here’s an excerpt from the episode: Huber: So, I was just curious to see– what I really wanted to do with this little mini-project was figure out how … Read More
Build Your Stock Watchlist Like A Baseball Fan
During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Build Your Stock Watchlist Like A Baseball Fan. Here’s an excerpt from the episode: Huber: I have four-part– my investment process has four components. One is durability, one is growth potential. It doesn’t mean fast … Read More
Warren Buffett’s 90% Rule
During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Warren Buffett’s 90% Rule. Here’s an excerpt from the episode: Tobias: Before we came on, we were talking a little bit about Buffett’s 90%. Is it 90% confidence interval that firm’s earnings will be bigger … Read More
VALUE: After Hours (S05 E14): John Huber, State Of US Banking, John Von Neumann, Buffett 90% Rule
In their latest episode of the VALUE: After Hours Podcast, John Huber, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s 90% Rule Build Your Stock Watchlist Like A Baseball Fan Finding Opportunities Using The NCAA Pairwise Rankings Compare Companies Using Munger’s Head-To-Head Comparisons SVB Did The Fed A Massive Favor … Read More
Gamblers Led To How Insurance Works
During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Gamblers Led To How Insurance Works. Here’s an excerpt from the episode: Tobias: JT, you want to hit us with your vegetables? Jake: Yes, sir. So, this week we’re going to talk about the early … Read More
This Time Is Different And The Same
During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss This Time Is Different And The Same. Here’s an excerpt from the episode: Tobias: How do you feel about the economy, absent this little metric? Do you have a view? Matthew: Well, I won’t be … Read More
Can Amazon Be Beaten?
During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Can Amazon Be Beaten?. Here’s an excerpt from the episode: Tobias: Let me ask you a question, because you said before we got on, we were talking about, you read something bearish and it makes … Read More
Buy 1% Of Your Competitor’s Disruptive Business
During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Buy 1% Of Your Competitor’s Disruptive Business. Here’s an excerpt from the episode: Tobias: I don’t mind that. If you’re really well established in something and you see the competition come along, yeah. Like Blockbuster … Read More
10 Of The Best Investing Podcasts On The Planet (2023)
Here is a list of 10 of the best investing podcasts on the planet. This list is by no means complete and is certainly not in any particular order. If you’re an investor take some time to have a listen to the great podcasts on this list, they’ll provide you … Read More
VALUE: After Hours (S05 E13): Matthew Cochrane, History Of Insurance And Gambling, Value, And Recession
In their latest episode of the VALUE: After Hours Podcast, Matthew Cochrane, Jake Taylor, and Tobias Carlisle discuss: This Time Is Different And The Same Buy 1% Of Your Competitor’s Disruptive Business Can Amazon Be Beaten? The Insurance Industry Was Started By Gamblers Never-Sell Is Not A Religious Dogma Berkshire Hathaway … Read More
Berkshire’s Proxy Proposals Are Like Whac-A-Mole
During their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Berkshire’s Proxy Proposals Are Like Whac-A-Mole. Here’s an excerpt from the episode: Tobias: Before we jumped on, Chris, you said that you had taken a look at the Berkshire proxy. Do you want to let … Read More