Category Archive

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Market Poised for a Return to Rational Underwriting. Here’s an excerpt from the episode: Tobias: What are you most looking forward to over the next few years? Is it a good environment … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed The Power of Innovation: How State Farm Grew from a Small Company to a Behemoth. Here’s an excerpt from the episode: Jake: [laughs] Yes, I do. So this week, I was in the Midwest … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Distress Cycle: A Buying Opportunity for Investors. Here’s an excerpt from the episode: Moses: Yeah, exactly. It’s this very weird situation where you’re trying– The whole business exists because the LPs trust … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable Real Estate Profits. Here’s an excerpt from the episode: Moses: Yeah, absolutely. So, I guess maybe to differentiate the way that we’ve done … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, Moses Kagan, and Rhett Bennett discuss: Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable Real Estate Profits Real Estate Distress Cycle: A Buying Opportunity for Investors The Power of Innovation: How State Farm … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Use Twitter To Make Money Trading Panic. Here’s an excerpt from the episode: Tobias: So, Jared, if you’re looking across any number of asset classes, what draws your attention? What sort of anomaly or anomalous … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Bull Steepener: The Trade That Fixes Everything. Here’s an excerpt from the episode: Jake: The bear steepener. Tobias: -the bear steepener, yeah, where the 10-year rises rather than the front end coming down. So, I … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed The Culture At Lehman Brothers: NASCAR-Style Efficiency. Here’s an excerpt from the episode: Jared: I’ll tell you a story which is the culture of Lehman. This is what Lehman was all about, okay? Jake: Yeah. … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed The Sentiment Analysis Investing Strategy. Here’s an excerpt from the episode: Jared: Well, I cover all asset classes, so equities, fixed income, currencies, commodities. I cover everything. Cover crypto. But my B is really sentiment. … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jared Dillian discuss: The Sentiment Analysis Investing Strategy The Culture At Lehman Brothers: NASCAR-Style Efficiency Bull Steepener: The Trade That Fixes Everything Use Twitter To Make Money Trading Panic Market Exodus: Millions Have Abandoned the … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed The Fairfax Stock Price Has Tripled in Three Years. Here’s an excerpt from the episode: Tobias: JT, do you want to take a shot at your veggies? Jake: I do, and I shall. Tobias: [laughs] … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed The Magnificent 7: How Digital Ads Have Destroyed Other Forms of Advertising. Here’s an excerpt from the episode: Scott: Yeah. Your point is correct. The concentration is high. There have been periods of time when … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed How to Build a Diversified Portfolio with Factor Investing. Here’s an excerpt from the episode: Tobias: You say that you’re diversified or potentially better diversification than the S&P 500. But how are you thinking about … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Pavese discussed Self-Serving Bias and Ant Mills: Are We Trapped in Mental Death Spirals?. Here’s an excerpt from the episode: Tobias: JT, do you want to do your veggies before we–? Jake: Yes, sir. Tobias: Chris, we … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Pavese discussed Tech Cycles Through the Ages: From Telegraphs to EVs. Here’s an excerpt from the episode: Chris: I think there’s a great chart, and I’ve got a letter keyed up that I wrote. I actually wrote … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Pavese discussed GLP-1 Hype vs. Reality: Analyzing the Winners and Losers. Here’s an excerpt from the episode: Chris: So I’d love to talk. If you guys don’t mind, I’m going to use this time to pick your … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Pavese discussed In This Market Focus on Base Hits, Not Home Runs. Here’s an excerpt from the episode: Chris: Things are getting interesting. Tobias: What’s interesting? What are you seeing that’s interesting? Chris: Well, I was listening … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Chris Pavese discuss: In This Market Focus on Base Hits, Not Home Runs GLP-1 Hype vs. Reality: Analyzing the Winners and Losers Tech Cycles Through the Ages: From Telegraphs to EVs Self-Serving Bias and Ant … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Mowery discussed Unit Economics: The Root of Free Cash Flow and Quality Investing. Here’s an excerpt from the episode: Tobias: How long have you been in business for, Kyle? Kyle: This is year 12. Tobias: You say … Read More