Category Archive

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bull, Bear, And Benign Return Paths From Here 3 Different Strategies For Completing The 1968 Golden Globe Race You’ve Got To Re-Underwrite What You Own How Long Should You Look Back To … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Oil Bet. Here’s an excerpt from the episode: Tobias: Do you think Buffett has a view on oil? Does he need to have a view on oil to be buying OXY where it … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Choose One Asset To Hold For The Next 246 Years. Here’s an excerpt from the episode: Bill: That’s right. Do you want to debate that thing that you sent around, the 250-year investment? Jake: Yeah, … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We’re In ‘The Boring 20s’ Market. Here’s an excerpt from the episode: Tobias: We were talking about this before we came on. I think it’s hard to be excited about anything at the moment, because … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Michael Burry Sells All But Prisons. Here’s an excerpt from the episode: Tobias: Did you guys see Burry’s latest 13F? Jake: He sold it all. He went in on a– [crosstalk] Tobias: Everything’s except for … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Michael Burry Sells All But Prisons The Boring 20s Chris Bloomstran – Choose One Asset To Hold For The Next 246 Years Warren Buffett’s Latest Bets Momentum Is The Best Proxy For … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Amount Of Raw Material That Goes Into An Electric Vehicle. Here’s an excerpt from the episode: Jake: You guys might have seen some of these before. I think it made the rounds on what … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Big Four Basic Key Materials Of The Modern World. Here’s an excerpt from the episode: Jake: Now, do education. All right. This is part 3 in our understanding of the world and this is … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Spread Very Very Wide. Here’s an excerpt from the episode: Jake: Is that a good segue for the AQR value spread? Tobias: Yeah, it’s just a very simple chart from Asness. He says that, … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn – Why Value Is Ripping!. Here’s an excerpt from the episode: Tobias: Let me do some choice lines from Einhorn’s letter. Jake: Yeah. Tobias: I tweeted this one out yesterday, but I like … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Einhorn – Why Value Is Ripping! Value Spread Very Very Wide The Big Four Basic Key Materials Of The Modern World What Goes Into An Electric Vehicle The Best Way To Rebalance … Read More

In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Buy Now/Pay Later Looks Great In A Healthy Economy. Here’s an excerpt from the episode: Tim: I was just going to mention that I was reading a conference call today this morning from my errands, … Read More

In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Market Sentiment Indicates We’re Close To The Bottom. Here’s an excerpt from the episode: Tobias: Sure. But then, does that make it more like the early 2000s, where there was really no credit crisis. it … Read More

In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss What’s Driving High ROE In Value Stocks?. Here’s an excerpt from the episode: Tobias: Yeah. I don’t know the answer, either. My topic was that the Jeff Weiner whose Wisdom Tree has a great Twitter … Read More

In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Why Are 60/40 Portfolios Underperforming?. Here’s an excerpt from the episode: Tim: Yeah. Sure. We’re about two weeks into earnings. And so, a lot of the financials have reported. I thought it’d be interesting to … Read More

In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss The Market’s Imperfect Discounting Mechanism. Here’s an excerpt from the episode: Jake: I think a similar thing happened in 2000s with retail, where there was some pretty reasonable big box retail companies that were earning … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed the Insane Amount Of Energy Required To Put Food On A Plate. Here’s an excerpt from the episode: Jake: Give you a little sense of, Smil breaks down like what certain food types require, like, … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Inflation Is Class Warfare. Here’s an excerpt from the episode: Tobias: Can we ask you a slightly different question just before we keep going? If commercial credit is not going to be an issue going … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Recession Or Mean Reversion After 2 Year Sugar High. Here’s an excerpt from the episode: Tobias: That’s important. I thought about that a little bit. Do you think that they have a point in the … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed The Trillion Dollar Question For All Investors. Here’s an excerpt from the episode: Jake: I think the trillion-dollar question for all investors at this point is, how sustainable are these returns on capital for the … Read More