Category Archive

In their latest episode of the VALUE: After Hours Podcast, Drew Dickson, Jake Taylor, and Tobias Carlisle discuss: Forget Sleep – The Nerve Wracking Portfolio Generates Alpha European Equities Poised To Outperform Markets Will Always Be Inefficient Tesla Won’t Sell 20 Million Cars A Year By 2030 SVB – U.S … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Solvency – There Is No Banking Crisis. Here’s an excerpt from the episode: Jake: A couple of things there. One, I don’t know the exact number. I’d be curious if someone else could ferret this … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Fed Hikes Rates Until Something Breaks. Here’s an excerpt from the episode: Tobias: We’ve shown what we’re going to do, haven’t we? We all know that. We know exactly what’s going to happen. The argument … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss We’re Heading For A Financial Ice Age. Here’s an excerpt from the episode: Jake: Yeah. Yeah, this is inspired by– I read this book called Ice Age: The Theory That Came In From The Cold! by John … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss SVB – A 1980s Style Bank Run With A Modern Twist. Here’s an excerpt from the episode: Tobias: Do you guys understand what happened with Silicon Valley Bank? Jake’s going to tell us what a … Read More

In their latest episode of the VALUE: After Hours Podcast, Tim Travis, Jake Taylor, and Tobias Carlisle discuss: What Caused The Run On Silicon Valley Bank? We’re Heading For A Financial Ice Age Fed Hikes Rates Until Something Breaks Fragility In The Banking System What The 10:3 Inversion Tells Us … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss What Drives Investment Returns. Here’s an excerpt from the episode: Jake: I saw this great chart recently that was showing– It’s called What Drives Investment Returns? It’s just like time spectrum. It was, over one … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss Just Buy The 2-Year At 5%. Here’s an excerpt from the episode: Porter: You run these structural deficits for so long, how long can you do it for? Right now, you’re seeing a crowding out. … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss more Real Estate Predictions 2023. As they dissect the dynamics shaping the housing landscape, it’s evident that their astute analysis extends beyond mere numbers and statistics. Much like the intricate tapestry of real estate, … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss The Catalyst That Will Break The Market. Here’s an excerpt from the episode: Tobias: That doesn’t bother me so much as a value guy, because I think there’s a lot of cheap value stuff around. … Read More

In their latest episode of the VALUE: After Hours Podcast, Porter Collins, Vincent Daniel, Jake Taylor, and Tobias Carlisle discuss: The Catalyst That Will Break The Market Real Estate Predictions 2023 Just Buy The 2-Year At 5% What Drives Investment Returns? Find Opportunities By Overcoming Socialism Risk Bearish To Bullish … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Warren Buffett’s Masterful Use Of Debt. Here’s an excerpt from the episode: Jake: Now, their use of debt is masterful. That’s something that I think that’s really missed when you look at the capital allocation … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Dairy Queen – The Company That Keeps Giving To Berkshire. Here’s an excerpt from the episode: Jake: One of my friends ferreted this out who just finds the most random ass stuff. But he found … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Is BNSF A Proxy For The U.S Economy?. Here’s an excerpt from the episode: Jake: Let’s switch gears to the railroad. So, revenue coming in at $25 billion last year, which is up 12%. Sounds … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Will Home Prices Drop?. Here’s an excerpt from the episode: Tobias: Finger on the pulse. So, Alex, you’ve been doing some work on HD. What do you–? [crosstalk] Jake: Home Depot for the laymen. Tobias: … Read More

In their latest episode of the VALUE: After Hours Podcast, Alex Morris, Jake Taylor, and Tobias Carlisle discuss: $HD And The Economy Is BNSF A Proxy For The U.S Economy? Dairy Queen – The Company That Keeps Giving To Berkshire Warren Buffett’s Masterful Use Of Debt Berkshire’s Next YOLO Trade … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Stocks In A ‘Death Zone’. Here’s an excerpt from the episode: Tobias: This is from John Rotonti, mike Wilson on the death zone. Have you heard this? He’s talking about the low in October versus … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Uncanny Ability To Predict The Future. Here’s an excerpt from the episode: Tobias: When you look at what is predictive, there’s a lot of luck and beta just in holding pretty good stocks, … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Would Munger Have Done Equally Well In LA Real Estate?. Here’s an excerpt from the episode: Tobias: Yeah, Munger [crosstalk] about Daily Journal. Munger made a mistake with Alibaba. Do you think that was a … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pending Residential Real Estate Apocalypse. Here’s an excerpt from the episode: Tobias: I have been going down some rabbit holes on that real estate. I don’t know. I appreciate that I’m feeding my bias when … Read More