During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Most Investors Sell at the Worst Time—Here’s Why It Hurts Return. Here’s an excerpt from the episode: Jake: The unfortunate thing, is there’s a catch too there where in order to fully believe in why you should expect to get … Read More
Mag Seven Drove 88% of Profit Growth—The Rest of the Market Is Stagnant
During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Mag Seven Drove 88% of Profit Growth—The Rest of the Market Is Stagnant. Here’s an excerpt from the episode: Tobias: Yeah. If that’s the backdrop, what do you think about the earnings growth in those largest companies? Christopher: Well, you … Read More
Neoteny: How Evolutionary Flexibility Applies to Investing
During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Neoteny: How Evolutionary Flexibility Applies to Investing. Here’s an excerpt from the episode: Tobias: JT, do you want to do veggies? You got veggies? Jake: Of course. Always have veggies. All right. So, this week we are exploring this biological … Read More
Buffett’s Trust Strategy Makes Sense—But Not for Active Capital Allocators
During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Buffett’s Trust Strategy Makes Sense—But Not for Active Capital Allocators. Here’s an excerpt from the episode: Christopher: Yeah. There’s an eclecticism to capital. You need to be opportunistic. Yeah, pigeonholing yourself doesn’t make a lot of sense. You’re always trying … Read More
VALUE: After Hours (S07 E11): Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY Valuation and Debt
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Chris Bloomstran discuss: Buffett’s Trust Strategy Makes Sense—But Not for Active Capital Allocators Neoteny: How Evolutionary Flexibility Applies to Investing Mag Seven Drove 88% of Profit Growth—The Rest of the Market Is Stagnant Most Investors … Read More
10 Philosophical Razors to Sharpen Your Thinking and Cut Through the Noise
During their recent episode, Taylor, Carlisle, and Joshua Young discussed 10 Philosophical Razors to Sharpen Your Thinking and Cut Through the Noise. Here’s an excerpt from the episode: Jake: Yes, sir. Today, we’re going to be discussing philosophical razors. And so, we’ll start out by saying– Tobias: Occam’s.? Jake: So, … Read More
Investing as a Game of Chicken: Valuation vs. Patience in Market Cycles
During their recent episode, Taylor, Carlisle, and Joshua Young discussed Investing as a Game of Chicken: Valuation vs. Patience in Market Cycles. Here’s an excerpt from the episode: Jake: Yeah. So, that’s still north of here as well. One thing I have been thinking about that is kind of, I … Read More
Oil & Gas Cycles: Market Trends, Innovation, and Investment Opportunities
During their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil & Gas Cycles: Market Trends, Innovation, and Investment Opportunities. Here’s an excerpt from the episode: Tobias: Yeah, I think small and micro– More generally, not just oil and gas, although there’s a big oil and gas component to the … Read More
Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?
During their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?. Here’s an excerpt from the episode: Jake: Josh, what would be the counterargument to the thesis that being long-term long oil and gas is being short human ingenuity? Joshua: I … Read More
VALUE: After Hours (S07 E10): Oil And Gas Stock Investor Joshua Young On $90 Wti Oil, Small Cap Oil And Gas And Shale
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Joshua Young discuss: Here are the headings in plain text without numbers: Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis? Oil & Gas Cycles: Market Trends, Innovation, and Investment Opportunities Investing as a … Read More
AI CapEx Boom: Tech Giants’ Spending, Depreciation, and Market Impact
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed AI CapEx Boom: Tech Giants’ Spending, Depreciation, and Market Impact: John: Yeah. That’s definitely not getting enough coverage. I think the other story is the– I hate to call it this, … Read More
Market Mania: Speculation, 0DTE Options, and the Return of 2021 Euphoria
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed Market Mania: Speculation, 0DTE Options, and the Return of 2021 Euphoria: John: Let me ask, y’all, what do y’all think is the biggest story in the market right now? Do you … Read More
Stock Market Returns: Five-Factor Analysis and What Lies Ahead
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed Stock Market Returns: Five-Factor Analysis and What Lies Ahead: Tobias: JT, you want to do- John: Veggies. Tobias -veggies? Jake: Veggies time. Absolutely. Tobias: Market boys, six minutes past the hour. … Read More
Berkshire’s Role in America’s Future and Financial Strength
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed, Berkshire’s Role in America’s Future and Financial Strength: John: I’ll just say, I think the messaging was similar to 2023. So, in 2023, he actually said, “Berkshire will remain an asset to … Read More
VALUE: After Hours (S07 E09): Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discuss: Berkshire’s Role in America’s Future and Financial Strength Stock Market Returns: Five-Factor Analysis and What Lies Ahead Market Mania: Speculation, 0DTE Options, and the Return of 2021 Euphoria AI CapEx Boom: … Read More
Is Value Investing Still Alive? The Reality of Rerating and Market Patience
During their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Is Value Investing Still Alive? The Reality of Rerating and Market Patience. Here’s an excerpt from the episode: Tobias: Good stuff. Andrew, David Einhorn says that value is dead in slightly different words. But what do you think about his … Read More
Why Price Matters More Than Quality
During their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Why Price Matters More Than Quality. Here’s an excerpt from the episode: Andrew: Walmart’s multiple is just exploded upwards. It’s a great company, but what have they done lately? For the last 15 years, they’ve grown their earnings, what, 5% … Read More
VALUE: After Hours (S07 E08): Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Andrew Wellington discuss: Deep Value Investing with a Quality Growth Edge Lessons from Rich Pzena: Mastering Value Investing Why Price Matters More Than Quality Is Value Investing Still Alive? The Reality of Rerating and Market … Read More
How to Turn Procrastination Into a Powerful Productivity Tool
During their recent episode, Taylor, Carlisle, and Anne-Laure Le Cunff discussed How to Turn Procrastination Into a Powerful Productivity Tool. Here’s an excerpt from the episode: Tobias: I have some questions from our listeners. I’m going to ask this first one. Tyler. I’m going to ask you a second one … Read More
How Tiny Experiments Can Help You Build Lasting Habits Like Meditation
During their recent episode, Tobias Carlisle and Anne-Laure Le Cunff discussed How Tiny Experiments Can Help You Build Lasting Habits Like Meditation. Here’s an excerpt from the episode: Tobias: Do you think that meditation is important for people? Anne-Laure: Oh, that’s an interesting one, because that was one of my … Read More
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