In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Dave Collum discuss: What’s Wrong with the Markets? The Case-Shiller PE and Valuation Distortions Why the Bull Case Was So Powerful The Bear Case: What Happens When the Tailwinds Reverse Michael Green, Flows, and the … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rudy Havenstein discuss: The Fed’s Role in Financial Crises Corruption, Insider Deals, and the Revolving Door Crypto Skepticism and Meme Coins The Housing Market and Fed Manipulation The Fed’s Real Priorities and Bailouts Lizard Strategy: … Read More