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
How Cognitive Scripts Shape Our Decisions and Influence Everyday Life
During their recent episode, Taylor, Carlisle, and Anne-Laure Le Cunff discussed How Cognitive Scripts Shape Our Decisions and Influence Everyday Life. Here’s an excerpt from the episode: Anne-Laure: So, something that I was going to just mention in passing and I ended up expanding quite a lot on out of … Read More
The Power of Shifting Between Different Modes of Thinking
During their recent episode, Tobias Carlisle and Anne-Laure Le Cunff discussed The Power of Shifting Between Different Modes of Thinking. Here’s an excerpt from the episode: Anne-Laure: No, but I did even worse than that. [Tobias chuckles] I did them both at the same time. [laughs] So, yeah, I wrote … Read More
VALUE: After Hours (S07 E07): Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Anne-Laure Le Cunff discuss: The Power of Shifting Between Different Modes of Thinking How Cognitive Scripts Shape Our Decisions and Influence Everyday Life How Tiny Experiments Can Help You Build Lasting Habits Like Meditation How … Read More
VALUE: After Hours (S07 E06): Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ardal Loh-Gronager discuss: The Power of Qualitative Analysis in Investing Long-Term Value Investing: Strategy, Moats & Portfolio Management Spectrography & Investing: Finding Hidden Patterns in Light and Business EM vs. Developed Markets: Navigating Valuations & … Read More
VALUE: After Hours (S07 E05): Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Michael Gayed discuss: Tech Dominance Is Breaking the Market Cycle Are Markets Just a Casino Now? Big vs. Small: How Business Size Shapes Survival & Success Luck vs. Skill in Investing: Why There Are No … Read More