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
Jeffrey Gundlach on AI Enthusiasm, Gold, and the U.S Debt Reckoning Ahead
“It’s certainly behaving differently than it was for the last four decades,” Jeffrey Gundlach said at the Bloomberg Global Credit Forum. “Things are behaving differently.” He wasn’t just talking about the S&P 500. “Usually when the Fed starts cutting interest rates… the 10-year Treasury almost always goes up immediately… This … Read More
Ray Dalio: How To Avoid Economic Heart Attacks
Widely regarded as one of the greatest macro investors of all time, Ray Dalio recently provided a summary of his new book – How Countries Go Broke: The Big Cycle. A book that distills the strategies he’s used for decades to navigate major debt crises—at a moment when he sees … Read More
Vitaliy Katsenelson on Investing, Bias, and Building Your Own Mental World
During a recent Q&A, Vitaliy Katsenelson was asked about how he avoids confirmation bias, Katsenelson responded, “Confirmation bias is something very natural to all of us… when I look at a stock… I try to talk to as many people about this as possible… and they start giving me bullet … Read More
David Einhorn’s Warning: Gold, Red Flags, and a Looming Crisis
David Einhorn, the founder of Greenlight Capital, recently sat down with CNBC to share his views on markets, gold, and the fiscal recklessness of Washington. His tone was filled with frustration and foreboding, peppered with the dry humor that’s made him a Wall Street icon. Let’s start with gold, a … Read More